Starkweather & Shepley Insurance Brokerage Inc. · 1 month ago
Portfolio Account Executive
Martha's Vineyard
Full-time
Onsite
Mid LevelStarkweather & Shepley Insurance Brokerage Inc. is seeking a Portfolio Account Executive responsible for new business sales and retention of Private Client accounts. This role involves providing sales, service, and stewardship to clients while identifying cross-sell and referral opportunities in alignment with agency goals.
Commercial InsuranceInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Responsible for all subject accounts
Responsible for maintaining client relationship including overall service plan, renewals, and account development
Must comply with company defined goals for sales initiatives, new business, retention, account rounding, and client referrals
Generate prospects and referrals to other departments via actively networking at both internal and external events and groups
Manage subject account collections
Perform personal risk management reviews with proposals for all Private Client as appropriate
Responsible for renewal timeline including account remarketing in compliance with the Private Client Prospectus
Responsible for reviewing cross-selling and account-rounding opportunities for additional coverage and/or increased coverage limits
Respond to client inquiries, incoming mail, and carrier requests
Maintain client files and tasks in database, including documenting pertinent written correspondence and/or verbal conversations in ImageRight
Performs other duties as assigned
Qualification
Required
Responsible for all subject accounts
Responsible for maintaining client relationship including overall service plan, renewals, and account development
Must comply with company defined goals for sales initiatives, new business, retention, account rounding, and client referrals
Generate prospects and referrals to other departments via actively networking at both internal and external events and groups
Manage subject account collections
Perform personal risk management reviews with proposals for all Private Client as appropriate
Responsible for renewal timeline including account remarketing in compliance with the Private Client Prospectus
Responsible for reviewing cross-selling and account-rounding opportunities for additional coverage and/or increased coverage limits
Respond to client inquiries, incoming mail, and carrier requests
Maintain client files and tasks in database, including documenting pertinent written correspondence and/or verbal conversations in ImageRight
Performs other duties as assigned
Company
Starkweather & Shepley Insurance Brokerage Inc.
At Starkweather & Shepley, we embrace the entrepreneurial spirit of our clients.
Founded in 1879
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Larry Keefe
Chairman & CEO
Richard Anderson
Chief Financial Officer
Recent News
Providence Business News
2025-07-13
Insurance Business America
2024-05-24
Company data provided by crunchbase