Personal Lines 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.

Personal Lines Account Manager

Position Summary:

The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance accounts. This role focuses on delivering exceptional customer service, providing coverage counseling, retaining existing clients, and identifying cross-selling opportunities. The Account Manager ensures all service activities are handled efficiently and in alignment with agency standards and procedures.

Key Responsibilities:

Client Service & Retention

• Manage inbound and outbound client communications related to policy service, cancellations, and remarketing requests.
• Review existing coverage with clients, provide professional counseling on current policies, and recommend additional or alternative coverage options when appropriate.
• Proactively work to retain accounts by following up on cancellation requests and Broker of Record letters in accordance with agency procedures.
• Respond to client inquiries promptly and professionally, delivering accurate and timely service.
• Assist clients with billing questions and payment-related matters as needed.

Sales & Account Development

• Identify opportunities to cross-sell additional lines of coverage within the existing client base.
• Generate new business opportunities through networking, referrals, and proactive client engagement.
• Gather required information to prepare accurate insurance quotes using agency-approved quoting systems.
• Present and counsel clients on coverage options to ensure proper protection based on individual needs.
• Prioritize placement of business with designated core carriers in alignment with agency strategy.

Policy Processing & Administration

• Process account transactions including quotes, applications, binders, policy changes, rewrites, and new business submissions.
• Modify and update existing policies and claims within the agency management system and carrier platforms.
• Review applications and policy documentation for accuracy and completeness, correcting discrepancies as needed.
• Document all client interactions, emails, and attachments in the agency management system according to agency standards.
• Prepare required reports (daily, monthly, or as assigned).
• Maintain strict confidentiality of client and company information.

Professional Representation

• Represent the agency in a professional, ethical, and courteous manner at all times.
• Build and maintain positive working relationships with clients, carriers, colleagues, and business partners.
• Perform additional duties and responsibilities as assigned.

Qualifications:

• High School Diploma required
• Active Pennsylvania Property and Casualty license required
• Minimum of 1 year of personal lines account management or related customer service experience
• Working knowledge of personal insurance coverage forms, carrier products, and basic underwriting guidelines
• Experience using agency management systems (Applied Epic preferred)
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Ability to navigate carrier systems and quoting platforms effectively
• Strong customer service orientation with a positive and professional attitude
• Excellent verbal and written communication skills
• Ability to listen actively and explain coverage clearly
• Strong organizational skills with the ability to prioritize and manage time effectively
• Detail-oriented with high standards for accuracy
• Ability to work independently while contributing to a team environment
• Ethical judgment and commitment to confidentiality

Hours: Monday-Friday, 8:30am-5:00pm

Locations:

• 609 Route 61 South, Orwigsburg, PA 17961
• 105 Berwick Street, White Haven, PA 18661

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 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 will not consider or approve payment to any third parties for hires made.