Seltzer Group Partners · 20 hours ago
Commercial Lines Risk Advisor
Orwigsburg, PA
Full-time
Hybrid
Senior Level
5+ years expSeltzer Group Partners is a well-established insurance provider founded in 1948, dedicated to delivering superior risk-management solutions. The Commercial Lines Risk Advisor is responsible for managing a book of business, counseling clients on risk management and insurance products, and expanding the company's brand through client interactions and new business opportunities.
Auto InsuranceEmployee BenefitsFinancial ServicesLife InsuranceRisk Management
Hiring Manager
Dani Rappenecker
Responsibilities
Responsible for retaining and growing a book of business, inclusive of emergency services clients; the retention goal is 98-100%
Act as a Producer or Associate Producer on book of business assigned
Meet individual cross-sell targets and attend all assigned sales meetings
Collaborate with the management team to develop individual annual plans, including prospects and key areas of focus
Identify risk management opportunities for existing and new relationships
Gain involvement in niches and other areas of expertise related to book of business
Serve as technical expert, assisting department members to resolve complex issues on accounts
Review coverage, identify deficiencies and determine appropriate level of coverage
Seek outside sales opportunities through networking, referrals, asking for additional lines of business
Communicate with all current and potential customers on a regular basis, as directed
Represent the agency in a professional, ethical and courteous manner that is consistent with the image of the agency
Develop and maintain relationships with clients to retain business
Receive and return calls in a timely and courteous manner, providing a positive client experience
Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Consistently look to prioritize the placing of business with Keystone core carriers
Prepare and complete questionnaires, documents and adjust accounts in accordance with agency procedures and standards
Maintain confidentiality of company and client information
Any other duties, responsibilities or activities as assigned
Qualification
Required
High School diploma required, associate or bachelor's degree highly desired
Minimum of 5 years of related commercial insurance sales experience
Pennsylvania Property & Casualty license required, Life, Accident, and Health Insurance license a plus
Understanding of insurance coverage forms, carrier products and company underwriting guidelines
Knowledge and ability to use individual company software and programs to quote policies when required
Proficiency with Microsoft Office Suite
Experience with an agency management system, preferably Applied Epic
Demonstrate persistence and ability to overcome obstacles
Self-motivated to set and achieve goals
Knowledge of processes for providing customer and personal services, principles and methods for promoting and selling products
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
Strong oral and written communication skills
Ability to listen and speak effectively to others
Adhere to agency guidelines for placing business
Ability to travel to client locations for meetings during and outside of regular business hours
Benefits
Competitive Compensation Package
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
Company
Seltzer Group Partners
Seltzer Group Partners is an independent insurance agency that offers customized insurance programs for people and businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Steve Stramara
Chief Executive Officer
John T. Campomizzi
Chief Operating Officer
Company data provided by crunchbase