Personal Lines Account Manager / Producer

Job Description

Job Description

About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Personal Lines Account Manager / Producer

Job Summary :

The Personal Lines Account Manager is the liaison between the client and the insurance carriers. They are responsible for developing and maintaining professional relationships with both parties. Provide outstanding customer service and sales support while growing and maintaining a book of business. Efficient and prompt handling of quoting, applications, claims, change requests, and client inquiries. Organization, motivation, and independent. Complete courses in addition to CE for current carrier knowledge of underwriting guidelines and industry trends. The position will require a commitment to in-office workdays as well as provide flexibility of remote work.

Nature and Scope :

This position works under the direction of the Manager while exercising integrity, accountability, and independent judgment. This position interacts with our clients, all company departments, and carriers to implement new clients and support existing clients to benefit from increased use of the company’s programs and services.

Duties and Responsibilities :

New Client Implementation

• New client account set up in Epic with as much detail as possible.
• Prepare and maintain necessary documentation including copies of quotes, quote sheets, dec pages, applications, waiver forms and any other necessary forms required by agency and / or carrier.
• Create and follow-up on any open activities and close out when tasks are completed.
• Accuracy placed on status codes, premiums, commissions, and any other data that has a reflection on agency reports.

New / Existing Client Sales

Client Servicing

Team Support

Accounting Support

Service and Industry Knowledge

Administrative & Operations

Qualifications :

Hours : Monday-Thursday, 8 : 30am-5 : 00pm and Friday, 8 : 30am-4 : 30pm (Hybrid Work Options)

Office Locations :

Benefits :

No Solicitation Notification to Agencies : Please note that Keystone Agency Partners 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 Agency Partners will not consider or approve payment to any third parties for hires made.