Client-Centric Personal Insurance Account Manager

Starkweather & Shepley Insurance Brokerage Inc.; East Providence (RI); On-site; USD 60,000 - 80,000; Full time

Job summary

Starkweather & Shepley Insurance Brokerage Inc. is seeking a client-focused Account Manager to oversee a Personal Lines book, ensuring top-notch service and accurate policy administration. You will be the primary liaison for clients, guiding coverage decisions and explaining risk exposures.

Collaborating with Assistant Account Managers, you will handle applications, quotes, renewals, endorsements, and invoicing, while pursuing up-sell and cross-sell opportunities to grow client value.

Qualifications

• Bachelor’s degree in a related field.
• AAI/AIS designations preferred.
• 3+ years’ experience in Insurance, preferably at an agency.
• Producer license is mandatory.

Responsibilities

• Serve as main point of contact for clients; advise on coverage and educate on risk exposures.
• Process client transactions with assistants (applications, quotations, renewals, endorsements, invoicing).
• Identify and pursue up-sell and cross-sell opportunities.
• Coordinate responding to client inquiries and carrier communications.
• Maintain client files and documentation in ImageRight or equivalent system.
• Archive endorsements and policies; manage task lists.
• Assist with accounting discrepancies.
• Back up other Account Managers as needed.
• Perform additional duties as assigned.

Skills

Verbal and written communication

Insurance coverage knowledge

Multitasking

Teamwork

Time management

Education

Bachelor’s degree in related field

AAI/AIS designations preferred

Tools

MS Office

Job description

Starkweather & Shepley Insurance Brokerage Inc. is seeking a client-focused Account Manager to oversee a Personal Lines book, ensuring top-notch service and accurate policy administration. You will be the primary liaison for clients, guiding coverage decisions and explaining risk exposures.

Collaborating with Assistant Account Managers, you will handle applications, quotes, renewals, endorsements, and invoicing, while pursuing up-sell and cross-sell opportunities to grow client value.