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Keystone Insurers Group Personal Lines Account Manager in Irwin, Pennsylvania


At Duncan Financial Group, our mission is to Make It All Work Together for our clients. We are a team of proven professionals with expertise in every area of insurance and financial realm. 2018 marks our 40th year in business and we are continuing to grow. We are seeking additional professionals to join our team.

PRIMARY ROLE:              

Day-to-day maintenance and servicing of assigned Personal Lines accounts, Including but not limited to:

  • Maintaining a high level of client service and satisfaction

  • Marketing & placement of renewal accounts as appropriate

  • Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service 


  •  Appropriate State license(s).  Minimum 3 years’ insurance brokerage or equivalent experience.  Completion of CISR or ACSR designation; currently enrolled in INS or API program.  

  • Two-year associate college degree required; four-year college degree preferred 

  • Extensive knowledge of all lines of personal insurance, including sophisticated and less common coverages, especially those products represented through agency 

  • Thorough knowledge of brokerage operations including claims handling, procedures, personal lines rating, agency management system, and applicable insurance laws/codes 

  • Experience and expertise in operating in electronic environment; excellentautomation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems 

  • Familiarity with risk assessment and risk management techniques

  • Excellent time management, organizational and verbal and written communication skills

  • High degree of self-motivation and self-direction 


  • Support Producers’ sales efforts by handling accounts once bound 

  • Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client 

  • Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines

  • Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines. 

  • Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines

  • Review all items to be processed, to insure items were received as ordered. 

  • Participate in courses for insurance/sales skills.  Maintain current knowledge of underwriting requirements of carriers.  Keep current with industry trends by reading appropriate journals and company bulletins.

  • Participate in any special projects at management’s request.

Duncan Financial Group offers competitive wages, health, vision, dental, company paid life insurance and long term disability, supplemental insurance, 401(k) with match, and more. Please see our website for additional job opportunities and information about the company.