Personal Lines Account Manager

Starkweather & Shepley Insurance Brokerage Inc.•East Providence, RI

11d

About The Position

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.

Responsibilities

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.