Job Description

Company Description

The Satanoff Agency is a locally owned and operated insurance agency in Wayne, Pennsylvania. We are committed to providing quality insurance products for individuals and businesses in the Greater Philadelphia area. Our team of knowledgeable insurance professionals is experienced in creating personal and commercial insurance policies designed to fit our clients' needs. We provide quality service and attention to detail that you can only find with an independent insurance agency.

Role Description

This is a full-time on-site role for a Personal Line Account Manager. The Personal Line Account Manager will be responsible for day-to-day tasks associated with managing and servicing personal insurance accounts. This includes managing renewals, processing changes, and providing exceptional customer service to clients in the Greater Philadelphia area.

Desired Outcomes of this Role

1. Maintain a retention rate of 90% on your book of business

Proactively reach out to clients
Conduct ongoing account reviews for your designated portion of the business
Work efficiently and effectively with clients on their policies
Effective account rounding
Generate referrals for personal lines and other departments
Educate the clients about the benefits of having our agency as their agency
Proactively call canceled business to try to win them back immediately

2. Generate additional revenue on the book of business

Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases
Identify account rounding opportunities and proactively pursue them
Consistently share the agency’s referral program with clients

3. Conduct account reviews

Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps
Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing
Follow agency remarketing guidelines

4. Positive attitude and efficient work ethic

Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions
Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel

5. Conduct audits on new business files

Work with the producers to check their new business files for accuracy
Send any onboarding materials to clients post-sale
Confirm accuracy of post bind checklist and expedite return to producer for update on any missing items.

6. Sell new business for the agency

Take new business opportunities and quote them either on the phone or book an appointment with the person to review quotes no more than 48 hours later
Follow the agency sales process
Follow up according to the sales process
Hold the target agency closing ratio

7. Work to support the marketing and branding team in the following ways:

Provide them any business cards to be entered into marketing campaigns
Suggest blog, email and social media topics to the marketing department
Share agency social media posts on personal social networks
Participate in pictures and agency branding opportunities when invited

8. Mentoring Junior Account Managers to take on Account Manager roles and additional responsibilities

9. Other responsibilities as directed by your manager

Values:

COMMITMENT

Communication = The foundation of our organization both internally and externally, we strive for clarity and transparency both within our agency as well as with our clientele.

Optimistic = Coming to work each day bringing our enthusiasm and best attitudes to achieve our team goals for both our clients and colleagues.

Mindset = Above all else, we need to bring a growth mindset on a daily basis in order to promote positive change through our intentional effort with self-reaction to adapt and grow within our roles despite challenges and obstacles.

Methodical = By following our established processes the agency has put in place, we are able to strive for a more consistent and pleasant customer experience.

Integrity = We encourage everyone to uphold ethics and stick to the truth, especially while representing our carriers and clients consistently. We should all live by the quote “Integrity is doing the right thing, even when no one is around to see”.

Trust = We seek to consistently build trust in every interaction by conducting ourselves in a professional and honest manner. Trust is a two-way street and we believe in doing what we say we will accomplish and hold ourselves accountable for when we do not.

Mutual = Our growth is based o of mutual success, when our clients and our employees grow, we all grow

Endurance = We persistently pursue our goals, staying focused and determined even when faced with obstacles or setbacks. We understand that success often requires sustained effort and a willingness to overcome challenges.

Nurturing = We are dedicated to nurturing the potential within ourselves and others. We believe in creating an environment that fosters growth, empowerment, and well-being.

Teamwork = We believe in the power of teamwork. We understand that by working together, we can accomplish more, unleash our collective potential, and achieve extraordinary results.

Critical Competencies:

Efficiency - Able to produce significant output with minimal wasted effort.
Honesty/Integrity - Does not cut corners unethically. Earns trust and maintains confidences. Does what is right, not just what is easy.
Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities.
Follow-Through - Lives up to verbal and written agreements, regardless of personal costs.
Persistence - Demonstrates tenacity and willingness to go the distance to get something done.
Proactivity - Acts without being told what to do. Brings new ideas to the company.
Flexibility/Adaptability - Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
Calm Under Pressure - Maintains stable performance when under heavy pressure or stress.
Enthusiasm - Exhibits passion and excitement over work. Has a can do attitude.
Work Ethic - Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
Listening Skills - Lets others speak and seeks to understand their viewpoints.
Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.
Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
Persuasion - Able to convince others to pursue a course of action.

Feedback:

After 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve and the objectives outlined in your job description.