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

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.

Description

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

Essential Job Functions

• Function as main point of contact for client. Address general questions, provide guidance on coverage and informs/educate clients on risk and exposures.
• 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.
• Identify and solicit up sell and cross sell opportunities for new and existing clients.
• Work in conjunction with Assistant Account Managers to manage response to client inquiries, incoming mail, and carrier inquiries.
• Maintain client files and tasks in database, including documenting pertinent written correspondence and/or verbal conversations in ImageRight.
• Utilize online company rating on carrier websites, upload endorsements and policies as needed.
• Manage Task list in ImageRight.
• Assist with Accounting discrepancies.
• Serve as back up to other Account Managers when requested.
• Completes additional duties as assigned.

Requirements

Skills and Abilities:

• Fluency in MS Office products.
• Superior verbal and written communication skills.
• Strong knowledge of 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

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