Commercial Lines Account Manager - Small Business Unit

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.

Commercial Lines Account Manager – Small Business Unit

Position Summary:

The Commercial Lines Account Manager is responsible for delivering exceptional service and expertise to a defined book of small business clients. This role requires strong insurance knowledge, effective communication, and a proactive approach to understanding and meeting client needs. The Account Manager partners closely with producers and internal teams to manage renewals, negotiate coverage terms, and ensure policies are aligned with client objectives.

Responsibilities:

Education & Professional Development

• Apply knowledge of insurance products, coverages, and markets to develop tailored client solutions.
• Identify coverage gaps and recommend appropriate risk management strategies.
• Maintain and pursue relevant professional designations (e.g., CISR) to enhance expertise.

Operational Excellence

• Manage workflows efficiently while maintaining accuracy and attention to detail.
• Ensure compliance with company standards, procedures, and documentation requirements.
• Maintain complete, accurate, and timely client records.
• Demonstrate proficiency in Microsoft Office and Applied Epic.

Client & Policy Management

• Market, obtain, and negotiate renewal terms and quotes.
• Collaborate with carriers and clients to address coverage gaps and optimize policy structure.
• Coordinate onboarding for new clients, ensuring a seamless transition experience.
• Process renewals, endorsements, and policy changes within established timelines.

Independent Judgment & Problem Solving

• Manage day-to-day client needs with minimal producer involvement.
• Analyze client and carrier challenges and recommend effective solutions.
• Exercise sound judgment within established guidelines; escalate complex issues when appropriate.

Carrier & Client Relationships

• Develop and maintain strong, professional relationships with clients, carriers, and internal stakeholders.
• Support retention efforts with a goal of maintaining client retention above 95%.

Team Collaboration

• Foster a positive, team-oriented environment by leading through example.
• Support colleagues and contribute to overall team success.
• Maintain professionalism and composure in a fast-paced environment.
• Perform other duties as assigned.

Qualifications:

• High school diploma or equivalent required; Associate or Bachelor’s degree preferred
• Active Pennsylvania Property & Casualty license required; pursuit of CISR designation preferred
• Minimum of 2 years of related commercial lines account management experience, preferably supporting small business clients
• Strong knowledge of insurance coverages, policy language, and risk management principles
• Proficiency in Microsoft Office Suite and Applied Epic, or similar agency management system
• Excellent communication, negotiation, and analytical skills
• Ability to pass a criminal background check, as permitted by law

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

Preferred Office Location: 894 Gordon Nagle Trail, Pottsville, PA 17901

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 and 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.