Starkweather & Shepley Insurance Brokerage Inc. · 11 hours ago
Personal Lines Account Manager
Sturbridge, MA
Full-time
Onsite
Mid LevelStarkweather & Shepley Insurance Brokerage Inc. is seeking a Personal Lines Account Manager responsible for servicing and maintaining a book of personal insurance clients. The role involves acting as the primary point of contact for clients, ensuring high levels of customer satisfaction, and managing various aspects of policy administration.
Commercial InsuranceInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Serve as the main contact for personal lines clients, delivering timely, accurate, and professional service
Build strong, long-term client relationships through proactive communication and needs-based support
Respond to client inquiries regarding coverage, billing, endorsements, renewals, and claims
Manage new business submissions, renewals, endorsements, cancellations, and policy changes
Review policies for accuracy, coverage adequacy, and compliance with carrier and agency standards
Prepare and issue certificates, binders, and coverage summaries as needed
Proactively manage renewal cycles, including reviewing coverage, identifying gaps, and recommending appropriate changes
Work to retain existing clients through consultative service and prompt issue resolution
Identify cross-sell and up-sell opportunities and collaborate with producers or sales teams as appropriate
Liaise with insurance carriers to obtain quotes, negotiate terms, and resolve underwriting or service issues
Assist clients with the claims process by reporting claims, following up with carriers, and advocating on the client’s behalf
Ensure all client files and policy documentation are complete, accurate, and compliant with regulatory and agency requirements
Maintain detailed records within the agency management system
Qualification
Required
High school diploma or equivalent required
Active Property & Casualty (P&C) License required (or ability to obtain within a specified timeframe)
Serve as the main contact for personal lines clients, delivering timely, accurate, and professional service
Build strong, long-term client relationships through proactive communication and needs-based support
Respond to client inquiries regarding coverage, billing, endorsements, renewals, and claims
Manage new business submissions, renewals, endorsements, cancellations, and policy changes
Review policies for accuracy, coverage adequacy, and compliance with carrier and agency standards
Prepare and issue certificates, binders, and coverage summaries as needed
Proactively manage renewal cycles, including reviewing coverage, identifying gaps, and recommending appropriate changes
Work to retain existing clients through consultative service and prompt issue resolution
Identify cross-sell and up-sell opportunities and collaborate with producers or sales teams as appropriate
Liaise with insurance carriers to obtain quotes, negotiate terms, and resolve underwriting or service issues
Assist clients with the claims process by reporting claims, following up with carriers, and advocating on the client's behalf
Ensure all client files and policy documentation are complete, accurate, and compliant with regulatory and agency requirements
Maintain detailed records within the agency management system
Preferred
College coursework or degree preferred
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
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