Personal Insurance Account Manager

Starkweather-&-Shepley-Insurance-Brokerage-In; 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

Description

Position Summary:

This individual will proactively manage the overall workflow and lifecycle for an assigned book of business. This person will act as the primary client relationship manager with responsibility for overall account servicing and maintenance to new and existing Personal Lines clients.

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

Essential Job Functions:

1. Function as main point of contact for client. Address general questions, provide guidance on coverage and informs/educate clients on risk and exposures.
2. Work in conjunction with Assistant Account Managers to process client transactions including but not limited to Applications, Quotations, Renewals, Cancellations, Endorsement Requests, Binders, Invoicing and follow up correspondence within agency and industry standards.
3. Identify and solicit up sell and cross sell opportunities for new and existing clients.
4. Work in conjunction with Assistant Account Managers to manage response to client inquiries, incoming mail, and carrier inquiries.
5. Maintain client files and tasks in database, including documenting pertinent written correspondence and/or verbal conversations in ImageRight.
6. Utilize online company rating on carrier websites, upload endorsements and policies as needed.
7. Manage Task list in ImageRight.
8. Assist with Accounting discrepancies.
9. Serve as back up to other Account Managers when requested.
10. Completes additional duties as assigned.

Requirements

Skills and Abilities:

1. Fluency in MS Office products.
2. Superior verbal and written communication skills.
3. Strong knowledge of insurance coverage and terminology.
4. Ability to multitask and operate in an ever changing environment is critical.
5. Ability to work well in a team environment.
6. Ability to communicate clearly, to work well with others, and to manage time effectively.

Education and Experience:

1. Bachelor’s degree in a relative field
2. AAI, AIS designations preferred
3. 3+ years’ experience in Insurance, preferably at an agency.
4. Producer license is Mandatory