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Starkweather & Shepley Insurance Brokerage Inc. · 2 days ago

Commercial Account Executive

East Providence, RI

Full-time

Hybrid

Mid Level

Starkweather & Shepley Insurance Brokerage Inc. is seeking a Commercial Account Executive to support the production team and provide high-level client servicing. The role involves managing client accounts, assisting in policy reviews and renewals, and maintaining long-term client relationships.

Commercial InsuranceInsuranceLife InsuranceSmall and Medium Businesses

Responsibilities

Handle all facets of accounts as designated by the assigned (Sr.) Commercial Risk Advisor, fully communicate ALL/ANY potential issues to the assigned (Sr.) Commercial Risk Advisor and accept guidance/direction from assigned (Sr.) Commercial Risk Advisor as needed

Conduct current policy review with (Sr.) Commercial Risk Advisor

Assist in gathering prospective client information by meeting with the client, collect or manage information such as loss runs, prepare ACORD applications for market submission and answer questions from marketing team

Ensure ITVs are as accurate as possible

Prepare for and gather pre-renewal information by meeting with each client, collect or manage renewal information such as loss runs, prepare ACORD applications for market submission and answer questions from marketing team

Assists (Sr.) Commercial Risk Advisor with renewal premium negotiations with underwriter and obtains quotes via carrier portals or online submission platforms if appropriate

Sends Producer fact sheet to (Sr.) Commercial Risk Advisor

Uses Sagitta to create renewal application

Submits renewal to incumbent carrier

Maintains the diary system

Review quotes, assist with preparation and presentation of new and renewal proposals, quotes, and presentations (oral and written), follow up letters, etc

Imports presented final proposal into ImageRight

Issue binders & invoices

Completes policy checking on items returned from PATRA, responsible for review of contracts and certificates

May be required to attend client meetings, training, and conferences

Initiate referrals to other departments as needed

Achieve trusted advisor status with clients and (Sr.) Account Managers

Respond to questions regarding policy checking discrepancies

Maintain contact with Carriers

Attend professional procedure meetings, general, client retention and Marketing meetings

Serve as back up to (Sr.) Account Managers when requested

Performs other duties as assigned

Qualification

Insurance knowledgeProducer licenseMS Office proficiencyAccount management experienceMultitaskingClient-facing skillsWillingness to learnCommunication skillsDetail orientedTeamworkTime management