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. 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.
Personal Lines Account Manager
Personal Lines Account Managers will manage all aspect of Personal Insurance accounts that includes the servicing, counseling, retention and cross-selling of personal insurance products according to agency procedures and standards.
Receive and return calls in a timely, courteous manner, providing customer service effectively and efficiently while counseling on the coverage they have and additional coverage that may be available to them.
Act proactively to retain accounts, following up on cancellations and Broker of Record letters, according to agency procedures.
Seek out new sales opportunities through networking, referrals or asking for additional lines of business.
Document each interaction with a customer in our agency management system and attach emails and documents in accordance with agency procedures.
Enter data into computer for use in managing the account, preparing documents, completing questionnaires and adjusting accounts in accordance to agency procedures and standards.
Correspond with the insured and companies to obtain information or inform them of the account status or changes.
Counsel existing customers concerning coverage and/or policy changes, quote insurance rates and accurately complete applications. Gather the needed information for each quote, enter the quote data into the agency provided quoting software, discuss and counsel each client with the product that best fits their needs.
Perform account transactions including, but not limited to quotations, applications and binders for Rewritten & New Business.
Modify, update and process existing policies and claims in our agency management system and company systems to reflect any changes in coverage and/or type of insurance.
Minimum of 1 year of related personal lines account management or customer service experience
Life and Health Insurance License preferred
Knowledge and ability to use individual company software and programs to service accounts
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Experience with an agency management system, preferably Applied Epic
Knowledge of processes for providing customer and personal services, principles and methods for promoting and selling products
Hours: Monday-Friday, 8:30am-5:00pm
Office Locations:
~Competitive Compensation
~ Health Insurance Plans (PPO, HSA, Copay Options)
~ Dental Insurance
~ Company Paid Disability Insurance
~ Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
~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.