Personal Insurance Account Executive

Starkweather & Shepley Insurance Brokerage Inc.; Sturbridge (MA); On-site; USD 52,000 - 78,000; Full time

Job summary

Starkweather & Shepley Insurance Brokerage Inc. seeks a Personal Lines Sales and Service professional in Massachusetts to drive new business, retain existing accounts, and identify cross-sell opportunities within agency guidelines.

You will manage client relationships, support sales initiatives, and coordinate with internal teams to deliver exceptional client service while maintaining a proactive approach to renewals and referrals.

Qualifications

• Experience in personal lines insurance sales and client service.
• Ability to identify cross-sell opportunities.
• Strong communication and presentation skills.
• Ability to multitask and adapt to changing environments.

Responsibilities

• Manage all subject accounts.
• Maintain client relationships including service plans, renewals, and account development.
• Generate prospects and referrals to other departments.
• Manage renewal timelines including account remarketing.
• Respond to client inquiries and carrier requests.
• Document pertinent interactions in ImageRight.
• Complete additional duties as assigned.

Skills

Sales

Client relations

Cross-selling

Time management

Education

Bachelor's degree

Tools

MS Office

Job description

Position Summary

This individual is responsible for new business sales and retention of existing book of personal lines accounts. It is critical for this individual to provide sales, service, and general stewardship to new and existing clients in accordance with agency guidelines. This person will also identify and follow through on cross-sell and referral business opportunities by supporting agency sales initiatives.

Description

This individual is responsible for new business sales and retention of existing book of personal lines accounts. It is critical for this individual to provide sales, service, and general stewardship to new and existing clients in accordance with agency guidelines. This person will also identify and follow through on cross-sell and referral business opportunities by supporting agency sales initiatives.

Objectives are set for new business development, client service, account development, and renewal retention. This role works under little supervision and has the autonomy and discretion to successfully meet job duties.

This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual.

Essential Job Functions

• 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 the Private Client Group (PCG) as appropriate.
• Responsible for renewal timeline including account remarketing in compliance with current PL guidelines posted on company intranet.
• Responsible for annual client coverage surveys including reviewing cross-selling and rounding opportunities for additional coverage and/or increased coverage limits.
• Respond to client inquiries, incoming mail, and carrier requests.
• Responsible for sales step in policy checking procedure.
• Maintain client files and tasks in database, including documenting pertinent written correspondence and/or verbal conversations in ImageRight.
• Manage Task list in ImageRight.
• Completes additional duties as assigned.

Skills and Abilities

• Fluency in MS Office products.
• Superior verbal and written communication skills.
• Strong presentation skills.
• Expertise in personal lines insurance coverage and terminology.
• Ability to multitask and operate in an ever changing environment is critical.
• Ability to work well in a team environment.
• Ability to communicate clearly, to work well with others, and to manage time effectively.

Education And Experience

• Must be able to maintain a stationary position for up to three hours at a time.
• Must be able to traverse throughout the office throughout the day.
• Transport a minimum of five pounds.
• Sitting for up to seven hours per day.
• Traversing up and down between first and second floor at least two times a day.
• Working on a computer with multiple monitors for seven hours per day.
• Speaking and listening clearly during telephone conversations.
• Ability to travel to branch offices and/or other locations if requested and when necessary.