Company DescriptionThe Satanoff Agency is a locally owned and operated insurance agency located in Wayne, PA. We are committed to providing quality insurance products for individuals and businesses in the Greater Philadelphia area. Our team of knowledgeable insurance professionals is experienced in creating personal and commercial insurance policies designed to fit our clients' needs. We provide quality service and attention to detail that you can only find with an independent insurance agency.
Mission of the Commercial Lines Account ManagerTo serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. Account managers focus on growth within their current book of business while also backing up their co-workers.
Desired Outcomes of this RoleMaintain a retention rate of X on your book of businessProactively reach out to clientsConduct ongoing account reviews for your designated portion of the businessWork efficiently and effectively with clients on their policiesEffective account roundingGenerate referrals for Commercial Lines and other departmentsEducate the clients about the benefits of having our agency as their agencyProactively call cancelled business to try to win them back immediately
2. Generate additional revenue on the book of businessReview accounts when clients call in and work to improve coverage both through endorsements and coverage increasesIdentify account rounding opportunities and proactively pursue themIdentify coverages that clients have with other agentsGenerate demand for coverages the client didn't know they needed (i.e. umbrella, cyber, EPLI)Work to attract the business owner's personal insurance to the agencyConsistently share the agency's referral program with clients
3. Conduct account reviewsComplete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gapsContact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketingFollow agency remarketing guidelines
4. Provide outstanding inbound service on claims, billing questions, certificates, audits and endorsementsWork to manage clients' expectationsFollow up via phone or email with clientsUse every opportunity to confirm and update client contact informationEducate clients on the benefits of using our agencyService Commercial Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposuresDocument the management systemFollow agency service standards on follow up and follow through5. Positive attitude and efficient work ethicWork to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractionsPossess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel
6. Conduct audits on new business filesWork with the producers to check their new business files for accuracySend any onboarding materials to client's post-saleUpdate any missed new business items
7. Sell new business for the agencyTake new business opportunities and work to submit them within 48 hours of getting the opportunityFollow the agency sales processFollow up according to the sales processHold the target agency closing ratio
8. Work with producers to quote and bind new business leadsCommunicate with the producers on new business quoting proactivelySubmit quotes within 48 hoursWork with underwriters on pricing and getting quotes in a timely manner
9. Work to support the marketing and branding team in the following ways:Provide them any business cards to be entered into marketing campaignsSuggest blog, email and social media topics to the marketing departmentShare agency social media posts on personal social networksParticipate in pictures and agency branding opportunities when invited
10. Other responsibilities as directed by your manager
PrinciplesAddress difficult issues professionally and quicklyListen to learn and strengthen the agencyBe relentlessly positive with the team and see their potential when they cannotOutlast the suck of adopting changeBe driven to achieve the agency's goalsCritical CompetenciesEfficiency - Able to produce significant output with minimal wasted effort.Honesty/Integrity - Does not cut corners unethically. Earns trust and maintains confidences. Does what isright, not just what is easy.Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities.Follow-Through - Lives up to verbal and written agreements, regardless of personal costs.Persistence - Demonstrates tenacity and willingness to go the distance to get something done.Proactivity - Acts without being told what to do. Brings new ideas to the company.Flexibility/Adaptability - Adjusts quickly to changing priorities and conditions. Copes effectively with complexityand change.Calm Under Pressure - Maintains stable performance when under heavy pressure or stress.Enthusiasm - Exhibits passion and excitement over work. Has a can-do attitude.Work Ethic - Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.Listening Skills - Lets others speak and seeks to understand their viewpoints.Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.Persuasion - Able to convince others to pursue a course of action.
Property and Casualty LicenseComfortable commuting to this job's location, as this is a full-time on-site position
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