Commercial Lines Risk Advisor

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 Risk Advisor

Position Summary:

Risk Advisors are responsible for a book of business through a combination of assigned accounts with the opportunity to write new business. Risk Advisors are responsible for counseling and selling risk management and insurance products to clients and expanding the Seltzer Brand. They are forward-facing business professionals who will be in front of clients and prospects.

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.

Qualifications:

• 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…