Commercial Lines Account Manager - Mid-Market

ZipRecruiter; Doylestown (Bucks County); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Commercial Lines Account Manager to join their dynamic team. This role involves servicing a diverse portfolio of commercial property and casualty accounts while collaborating closely with the sales team to enhance client retention. The ideal candidate will possess a strong understanding of insurance coverage and demonstrate exceptional relationship-building skills. With a commitment to providing top-notch service, you will help clients navigate their insurance needs effectively. If you are motivated and eager to contribute to a forward-thinking company, this is the perfect opportunity for you.

Benefits

Health Insurance Plans

Dental Insurance

Vision Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Company Paid Insurance

Supplemental Insurance

Qualifications

• 3+ years of experience in commercial lines account management.
• Pennsylvania Property & Casualty license required.
• Proficient in Microsoft Office and agency management systems.

Responsibilities

• Service a book of commercial property and casualty business.
• Collaborate with sales team on renewal and retention plans.
• Develop and maintain client relationships to retain business.

Skills

Commercial Lines Account Management

Client Relationship Management

Insurance Coverage Knowledge

Microsoft Office Suite

Communication Skills

Education

High School Diploma

Associate or Bachelor’s Degree

Tools

Applied Epic

Carrier Rating Platforms

Job description

Job DescriptionJob Description

About Us

Founded in 1948, Seltzer Group Partners offers businesses and people the best insurance programs available, delivers superior risk-management solutions and provides exceptional thought leadership. Our mission is to change the way our clients view insurance and manage risk. This enables us to deliver the highest-quality coverage that protects what they value most. Today, Seltzer Group Partners works with individuals and businesses in 11 different locations in eastern Pennsylvania, including Orwigsburg, Pottsville, Emmaus, Reading, Myerstown, Mount Penn, White Haven, Reading, Honey Brook, Lansford and Bethlehem. We also serve customers in Bradenton, FL. Seltzer Group Partners provides a team of people to help our clients with a wide range of specialized services. Every client is assigned a Client Advocate to quarterback and champion our client's specific business needs across our portfolio of different services. Each service area, whether it's business insurance, workers' compensation management, disaster recovery, safety, personal insurance or human resources management, has its own practice leader who also works directly with clients on those specific issues.

Commercial Lines Account Manager – Mid-Market

Position Summary:

The Account Manager II role is assigned to service a book of commercial property and casualty business. This individual collaborates with the sales team to develop renewal and retention plans. The Account Manager is also responsible for cross-selling, identifying coverage gaps, and providing daily routine servicing activities as required.

Responsibilities:

• Service an assigned commercial lines book of business for mid-market business accounts
• Represent the Agency in a professional, ethical and courteous manner consistent with the Agency image
• Develop and maintain relationships with clients to retain business
• Responsible for retention goal of 98%
• Receive and return calls in a professional, timely and courteous manner, provide a positive client experience
• Document each customer interaction in agency management system
• Collaborate with the sales team to develop renewal and retention plans
• Gather information and quote applicable carriers through rating software
• Enter data into agency management system as needed for each client
• Prepare applications, obtain signatures, and issue policies as directed
• Maintain confidentiality of company and client information
• Minimal travel to clients may be required
• All other duties, responsibilities or activities as assigned by management

Qualifications:

• High School diploma required; Associate or Bachelor’s degree
• Minimum of 3 years of related commercial lines account management experience
• Pennsylvania Property & Casualty license required
• Understanding of insurance coverage forms, carrier products and company underwriting guidelines
• Knowledge and ability to use individual company software and programs to quote policies when required
• Skilled use of carrier rating platforms
• Proficiency with Microsoft Office Suite
• Experience with an agency management system, preferably Applied Epic
• Active desire to pursue learning through education
• Demonstrate persistence and ability to overcome obstacles
• Self-motivated to set and achieve goals
• Knowledge of processes for providing customer and personal services, principles and methods for promoting and selling products
• Ability to manage one’s own time
• Ability to organize, plan and prioritize workload
• Ability to take direction and work both independently and as part of a team
• Strong oral and written communication skills
• Ability to listen and speak effectively to others
• Adhere to agency guidelines for placing business

Hours: Monday-Friday, 8:30am-5:00pm

Office Locations:

• 4641 Horseshoe Pike, Honey Brook, PA 19344
• 3662 U.S. 202, Doylestown, PA 18902 (Steely & Smith Insurance)
• 894 Gordon Nagle Trail, Pottsville, PA 17901

Benefits:

• Competitive Compensation
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.