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Commercial Lines Account Manager

Company: The Seltzer Group
Location: Emmaus
Posted on: November 19, 2021

Job Description:

POSITION SUMMARY: The Seltzer Group is growing rapidly and looking for exceptional team members to join our commercial lines service team. The ideal candidate will have at least 5 years of industry experience and thrive in a professional, fast-paced, and fun environment. Our goal is to provide an outstanding client experience and thought leadership. KNOWLEDGE/SKILLS/ABILITIES: Must display a positive attitude at all time with clients and employees Understanding of insurance coverage forms, carrier products and limited underwriting guidelines Knowledge and ability to use individual company software and programs to service accounts 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 Ability to organize, plan and prioritize workload ESSENTIAL JOB FUNCTIONS: Represent the agency in a professional, ethical and courteous manner that is consistent with the image of the agency Develop and maintain relationships with clients to retain business Receive & return calls in a timely and courteous manner, providing a positive sales experience Enter data into agency management system as needed for each client Maintain a courteous and effective relationship with clients, co-workers, insurance carriers and business contacts and represent the agency in an ethical and professional manner Prepare complete applications, obtain signatures when instructed and issue policies as directed by the sales teams Document each interaction with a customer in our agency management system and attach emails and documents in accordance with agency procedures Consistently look to prioritize the placing of business with Keystone core carriers Gather needed information and quote all applicable insurance carriers through the agency's rating software Perform account transactions including, but not limited to quotations, applications and binders for New Business & Rewrites Respond to all customers promptly, accurately, professionally and courteously Maintain confidentiality of company and client information Prepare and complete questionnaires, documents and adjust accounts in accordance to agency procedures and standards Any other duties, responsibilities or activities as assigned. SPECIFIC EDUCATION OR EXPERIENCE: Property and Casualty License required College degree encouraged Professional designation encouraged 5 years of insurance experience required PHYSICAL DEMANDS AND WORK ENVIRONMENT: This is largely a sedentary role; however, some standing and/or moving around the office is required Visual skills to read and interpret reports and data recording Hearing and speaking skills are required This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers and fax machines Regular use of Applied EPIC management system, Microsoft Word and Excel Fast paced office environment with significant telephone and interoffice activity SUPERVISORY RESPONSIBILITIES: This position will not supervise any employees.

Keywords: The Seltzer Group, Allentown , Commercial Lines Account Manager, Executive , Emmaus, Pennsylvania

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