High-Net-Worth Insurance Account Manager

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.

High-Net-Worth Insurance Account Manager

Position Summary:

The High-Net-Worth Insurance Account Manager is responsible for overseeing and expanding a portfolio of affluent clients, delivering exceptional service tailored to their complex risk profiles. This role involves proactively managing client relationships and ensuring their insurance needs are met with accuracy and professionalism. Key responsibilities include client servicing, risk advising, policy retention, and cross-selling a full range of personal insurance products, such as homes, automobiles, boats, fine art, jewelry, and other high-value assets, in alignment with agency policies and service standards.

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.

Qualifications:

• 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

Hours: Monday-Friday, 8:30am-5:00pm

Location: Remote or hybrid work options available for residents of Pennsylvania

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

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.