Client-Focused Personal Insurance Account Manager

Starkweather & Shepley Insurance Brokerage Inc; East Providence (RI); On-site; USD 55,000 - 85,000; Full time

Job summary

Starkweather-&-Shepley-Insurance-Brokerage-In is seeking an experienced account manager to proactively manage a Personal Lines book of business. You will serve as the primary client relationship manager, ensuring top-tier account servicing and compliance with corporate standards.

The role requires strong MS Office skills, excellent communication, and a producer license. 3+ years in insurance and professional designations like AAI/AIS are preferred.

Qualifications

• Bachelor’s degree in a relative field.
• AAI and AIS designations preferred; Producer license mandatory.

Responsibilities

• Function as main contact for client; address questions and educate on risk and coverage.
• Process client transactions with Assistant Account Managers: applications, quotations, renewals, cancellations, endorsements, binders, invoicing.
• Identify up-sell and cross-sell opportunities for new and existing clients.
• Coordinate with Assistant Account Managers to respond to client inquiries and carrier communications.
• Maintain client files and document correspondence in ImageRight.

Skills

MS Office proficiency

Verbal and written communication

Insurance knowledge

Multitasking

Teamwork

Time management

Education

Bachelor’s degree

AAI designation

AIS designation

Producer license

Job description

Starkweather-&-Shepley-Insurance-Brokerage-In is seeking an experienced account manager to proactively manage a Personal Lines book of business. You will serve as the primary client relationship manager, ensuring top-tier account servicing and compliance with corporate standards.

The role requires strong MS Office skills, excellent communication, and a producer license. 3+ years in insurance and professional designations like AAI/AIS are preferred.