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Keystone Insurers Group Personal Lines Account Manager in Mount Penn, Pennsylvania


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  QUALIFICATIONS & EDUCATION: 

  •  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 or 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  DUTIES:

  • 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.