Duncan Financial Group
Personal Lines Account Manager
Duncan Financial Group, Houston, Pennsylvania, United States, 15342
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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
Job Summary
The Personal Lines Account Manager is the liaison between the client and the insurance carriers. The Account Manager is 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. Duties and Responsibilities
New Client Implementation New client account setup 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 completed. Accuracy placed on status codes, premiums, commissions, and any other data that has a reflection on agency reports. Develop relationships with current clients to actively cross‑sell and refer other lines of business within the firm. Increase sales through account rounding, referrals from clients, and outside business. Evaluate prospect’s current insurance while offering alternatives based on coverage and price. Present proposals and finalize the sale of policies. High proficiency of Epic quotes, carrier website rating systems, and other rating tools to provide prompt and accurately priced quotes. Obtain signatures on necessary applications, forms, documents, etc. Provide LPR to incumbent carrier as a courtesy to cancel existing policy for proof of coverage replacement. Provide accurate and courteous service to clients. Collaborate and communicate with clients daily to meet and understand their needs. Address and resolve client issues and/or complaints promptly. Process applications, payments, corrections, endorsements, cancellations, and proofs of insurance per request. Clearly communicate and explain coverages. Monitor renewal expiration lists to perform an annual review and risk exposure analysis. Focus on retention with a more proactive approach vs. reactive and remarket policies whenever appropriate. Assist clients through the claims process. Provide proofs of insurance to title companies, banks, mortgage brokers, and finance companies per request to satisfy loan approval and compliance. Team Support Support the company’s vision and goals. Contribute to the goals and objectives of the department. Communicate on a regular basis to management, discussing any issues needing escalated. Work well with others, maintain a positive attitude, and provide assistance and support to peers. Maintain a positive and professional relationship with employees of all departments. Refer clients for cross‑selling to other departments. Accounting Support Follow processes in place for agency sweep payments. Communicate any issues or requests first that are outside normal procedures. Provide receipts and checks to be deposited in the agency account promptly. Report any mistakes and issues immediately for resolution. Service and Industry Knowledge Strong knowledge of carrier products, coverages, and underwriting guidelines. Maintain an understanding of carrier processes to properly service accounts and quote and rate properly. Administrative & Operations Follow workflows, processes, and procedures with consistency to reduce E&O exposure. Maintain client files accurately and consistently ensuring proper documentation, including adding activities with notes of conversations and following workflows according to agency procedures. Monitor daily activities assigned to accounts in Epic. Utilize Glovebox for clients for better efficiency. Work efficiently by following appropriate workflows. Attend all scheduled meetings for department and company. Participate in any special projects at management request. Qualifications
High school diploma or GED equivalent; College degree desired with a minimum of 2+ years Personal Lines experience required. Must hold an active Pennsylvania Property & Casualty License. CISR designation or equivalent a plus. Computer and technical skills are required, including excellent typing, working in a paperless environment, and proficiency in Microsoft Office products, Applied Epic, CRM system(s), and carrier websites. Excellent communication skills, both written and oral, including telephone communication. Excellent time management and organizational skills with the ability to handle multiple tasks/projects, set priorities, solve problems, and remain calm under pressure. Self‑motivated and the ability to work independently in a fast‑paced environment. Strong attention to detail while maintaining security of confidential information. Ability to pass a criminal background check as permitted by law. Hours
Monday-Thursday, 8:30am‑5:00pm and Friday, 8:30am‑4:30pm (Hybrid Work Options) Office Locations & Benefits
311 Main Street, Irwin, PA 15642 Competitive Compensation 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 No Solicitation Notification
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.
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Job Summary
The Personal Lines Account Manager is the liaison between the client and the insurance carriers. The Account Manager is 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. Duties and Responsibilities
New Client Implementation New client account setup 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 completed. Accuracy placed on status codes, premiums, commissions, and any other data that has a reflection on agency reports. Develop relationships with current clients to actively cross‑sell and refer other lines of business within the firm. Increase sales through account rounding, referrals from clients, and outside business. Evaluate prospect’s current insurance while offering alternatives based on coverage and price. Present proposals and finalize the sale of policies. High proficiency of Epic quotes, carrier website rating systems, and other rating tools to provide prompt and accurately priced quotes. Obtain signatures on necessary applications, forms, documents, etc. Provide LPR to incumbent carrier as a courtesy to cancel existing policy for proof of coverage replacement. Provide accurate and courteous service to clients. Collaborate and communicate with clients daily to meet and understand their needs. Address and resolve client issues and/or complaints promptly. Process applications, payments, corrections, endorsements, cancellations, and proofs of insurance per request. Clearly communicate and explain coverages. Monitor renewal expiration lists to perform an annual review and risk exposure analysis. Focus on retention with a more proactive approach vs. reactive and remarket policies whenever appropriate. Assist clients through the claims process. Provide proofs of insurance to title companies, banks, mortgage brokers, and finance companies per request to satisfy loan approval and compliance. Team Support Support the company’s vision and goals. Contribute to the goals and objectives of the department. Communicate on a regular basis to management, discussing any issues needing escalated. Work well with others, maintain a positive attitude, and provide assistance and support to peers. Maintain a positive and professional relationship with employees of all departments. Refer clients for cross‑selling to other departments. Accounting Support Follow processes in place for agency sweep payments. Communicate any issues or requests first that are outside normal procedures. Provide receipts and checks to be deposited in the agency account promptly. Report any mistakes and issues immediately for resolution. Service and Industry Knowledge Strong knowledge of carrier products, coverages, and underwriting guidelines. Maintain an understanding of carrier processes to properly service accounts and quote and rate properly. Administrative & Operations Follow workflows, processes, and procedures with consistency to reduce E&O exposure. Maintain client files accurately and consistently ensuring proper documentation, including adding activities with notes of conversations and following workflows according to agency procedures. Monitor daily activities assigned to accounts in Epic. Utilize Glovebox for clients for better efficiency. Work efficiently by following appropriate workflows. Attend all scheduled meetings for department and company. Participate in any special projects at management request. Qualifications
High school diploma or GED equivalent; College degree desired with a minimum of 2+ years Personal Lines experience required. Must hold an active Pennsylvania Property & Casualty License. CISR designation or equivalent a plus. Computer and technical skills are required, including excellent typing, working in a paperless environment, and proficiency in Microsoft Office products, Applied Epic, CRM system(s), and carrier websites. Excellent communication skills, both written and oral, including telephone communication. Excellent time management and organizational skills with the ability to handle multiple tasks/projects, set priorities, solve problems, and remain calm under pressure. Self‑motivated and the ability to work independently in a fast‑paced environment. Strong attention to detail while maintaining security of confidential information. Ability to pass a criminal background check as permitted by law. Hours
Monday-Thursday, 8:30am‑5:00pm and Friday, 8:30am‑4:30pm (Hybrid Work Options) Office Locations & Benefits
311 Main Street, Irwin, PA 15642 Competitive Compensation 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 No Solicitation Notification
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.
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