Seltzer Group Partners · 4 hours ago
High-Net-Worth Insurance Account Manager
Pennsylvania, United States
Full-time
Hybrid
Mid LevelSeltzer Group Partners is a leading insurance provider founded in 1948, dedicated to delivering superior risk-management solutions. The High-Net-Worth Insurance Account Manager is responsible for managing a portfolio of affluent clients, ensuring their complex insurance needs are met with exceptional service and professionalism.
Auto InsuranceEmployee BenefitsFinancial ServicesLife InsuranceRisk Management
Hiring Manager
Dani Rappenecker
Responsibilities
Work with existing clients via inbound/outbound calls to assist those that wish to cancel or have their insurance requoted by reviewing coverage, counsel on the coverage they have or the additional coverage that may be available to them, products and benefits that meet the needs of the clients and to retain the business
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 client in our agency management system and attach emails and documents in accordance with agency procedures
Enter data into the computer for use in managing the account, preparing documents, completing questionnaires and adjusting accounts in accordance with agency procedures and standards
Correspond with the insured and companies to obtain information or inform them of the account status or changes
Compare information from the application to confirm coverage and accuracy, identify and correct any errors or changes if necessary
Counsel existing clients concerning coverage and/or policy changes, quote insurance rates and accurately complete applications. Quote and remarket when necessary
Consistently look to prioritize the placing of business with Keystone core carriers
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
Assist clients with billing inquiries and payments as needed
Responsible for the completion of daily and monthly reports assigned to you
Represent the agency in a professional, ethical and courteous manner that is consistent with the image of the agency
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
Maintain confidentiality of company and client information
Any other duties, responsibilities or activities as assigned
Qualification
Required
High School Diploma required
Pennsylvania Property and Casualty License required
Proven experience managing a High-Net-Worth private client book of business
Understanding of insurance coverage forms, carrier products and limited underwriting guidelines
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
Must display a positive attitude at all times with clients and employees
Strong oral and written communication skills
Ability to listen and speak effectively to others
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
Benefits
Competitive Compensation
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
Company
Seltzer Group Partners
Seltzer Group Partners is an independent insurance agency that offers customized insurance programs for people and businesses.
Founded in 1948
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Steve Stramara
Chief Executive Officer
John T. Campomizzi
Chief Operating Officer
Company data provided by crunchbase