Account Manager Insurance, Personal Lines, Remote

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Personal Lines Account Manager
Full Time Duncan - KEP - 1004 Carnot-Moon, Carnot-Moon, PA, US
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. Personal Lines Account Manager
The primary function of the Personal Lines Account Manager is to serve as the primary liaison between clients and insurance carriers, responsible for developing and maintaining professional relationships and delivering outstanding customer service and sales support. This role involves managing a personal lines book of business through new business acquisition, retention strategies, and accurate policy servicing. The Account Manager will handle quoting, claims support, endorsements, and client inquiries while maintaining compliance with agency and carrier guidelines.
New Client Implementation
Set up new client accounts in Applied Epic with comprehensive detail.
Prepare and maintain accurate documentation including quotes, quote sheets, declarations pages, applications, and waiver forms.
Create and manage open activities, ensuring timely completion and follow-up.
Maintain accurate data in Epic, including status codes, premiums, commissions, and other reportable fields.
New and Existing Client Sales
Develop client relationships to actively cross-sell additional personal and commercial lines.
Increase sales through account rounding, client referrals, and external business development.
Evaluate existing policies and provide alternative solutions based on coverage and pricing.
Present proposals, finalize sales, and obtain required signatures and documentation.
Proficiently utilize Epic Quotes and carrier rating tools to deliver timely and accurate quotes.
Provide Letters of Prior Representation (LPRs) as needed for policy replacement.
Provide accurate, courteous, and proactive client service and communication.
Process changes including applications, payments, corrections, endorsements, cancellations, and proofs of insurance.
Educate clients on coverage options and support their understanding of risk.
Monitor policy renewals, perform annual reviews, and proactively initiate remarketing when appropriate.
Assist clients with the claims process.
Supply proofs of insurance to financial institutions to meet loan requirements
Team Support
Support the company's vision, goals, and departmental objectives.
Communicate with management to escalte issues requiring attention.
Collaborate with colleagues, maintain a positive attitude, and support departmental initiatives.
Accounting Support
Provide receipts and checks for deposit promptly.
Report accounting issues or errors immediately for resolution.
Service and Industry Knowledge
Understand carrier servicing processes to properly manage client accounts.
Administrative and Operations
Maintain consistent and accurate client documentation in Epic, including activity logs and notes.
Participate in special projects, as assigned by management.
High school diploma or GED required; Minimum of 2 years of Personal Lines insurance experience
Proficiency with Microsoft Office Suite, Applied Epic, CRM system(s), and carrier websites
Strong written and verbal communication skills, including phone and email etiquette
Strong client service orientation and ability to build long-term client relationships
Excellent organizational and time management skills

Office Location: 1004 Brodhead Road, Moon Twp., Company Paid Disability Insurance
~ Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
~Paid Holidays

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.
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