Personal Lines Account Manager jobs in United States
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Starkweather & Shepley Insurance Brokerage Inc. ยท 1 hour ago

Personal Lines Account Manager

positionEast Providence, RI
timeFull-time
remoteOnsite
seniorityMid Level

Starkweather & Shepley Insurance Brokerage Inc. is seeking a Personal Lines Account Manager to manage the workflow and lifecycle for an assigned book of business. The role involves acting as the primary client relationship manager, ensuring account servicing and maintenance for Personal Lines clients while adhering to corporate standards and procedural guidelines.

Commercial InsuranceInsuranceLife InsuranceSmall and Medium Businesses

Responsibilities

Function as main point of contact for client. Address general questions, provide guidance on coverage and informs/educate clients on risk and exposures
Work in conjunction with Assistant Account Managers to process client transactions including but not limited to Applications, Quotations, Renewals, Cancellations, Endorsement Requests, Binders, Invoicing and follow up correspondence within agency and industry standards
Identify and solicit up sell and cross sell opportunities for new and existing clients
Work in conjunction with Assistant Account Managers to manage response to client inquiries, incoming mail, and carrier inquiries
Maintain client files and tasks in database, including documenting pertinent written correspondence and/or verbal conversations in ImageRight
Utilize online company rating on carrier websites, upload endorsements and policies as needed
Manage Task list in ImageRight
Assist with Accounting discrepancies
Serve as back up to other Account Managers when requested

Qualification

Client relationship managementAccount servicingDatabase managementRisk assessmentCross-sellingTeam collaborationCommunication skills

Required

Function as main point of contact for client
Address general questions, provide guidance on coverage and informs/educate clients on risk and exposures
Work in conjunction with Assistant Account Managers to process client transactions including but not limited to Applications, Quotations, Renewals, Cancellations, Endorsement Requests, Binders, Invoicing and follow up correspondence within agency and industry standards
Identify and solicit up sell and cross sell opportunities for new and existing clients
Work in conjunction with Assistant Account Managers to manage response to client inquiries, incoming mail, and carrier inquiries
Maintain client files and tasks in database, including documenting pertinent written correspondence and/or verbal conversations in ImageRight
Utilize online company rating on carrier websites, upload endorsements and policies as needed
Manage Task list in ImageRight
Assist with Accounting discrepancies
Serve as back up to other Account Managers when requested

Company

Starkweather & Shepley Insurance Brokerage Inc.

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At Starkweather & Shepley, we embrace the entrepreneurial spirit of our clients.
dateFounded in 1879
location
East Providence, Rhode Island, USA
people-size201-500 employees
web-link
https://www.starshep.com

Funding

Current Stage
Growth Stage

Leadership Team

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Larry Keefe
Chairman & CEO
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Richard Anderson
Chief Financial Officer
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