Teams at Starkweather & Shepley Insurance Brokerage, Inc.

Drives revenue growth by identifying and acquiring new business opportunities, building relationships with prospective clients and referral partners, conducting outreach and presentations, researching markets, and managing prospects through the sales cycle. Collaborates with internal teams on complex deals and onboarding, represents the company at industry events, and focuses on long-term client growth and retention rather than managing an existing book of business.

Manage the workflow and lifecycle of a commercial insurance book of business within the Real Estate Practice Group. Serve as the primary client contact, provide coverage guidance, process applications, renewals, certificates, endorsements, and billing transactions, identify cross-sell opportunities, maintain documentation and task lists, review audits, coordinate with carriers and accounting, order loss runs, and support other account managers.

Manages the workflow and lifecycle of an assigned personal insurance book of business. Serves as the primary client contact, provides coverage guidance, processes applications, quotes, renewals, cancellations, endorsements, binders, and invoicing, and coordinates with assistant account managers and carriers. Maintains client records and task lists in ImageRight, identifies cross-sell and upsell opportunities, assists with accounting discrepancies, and supports other account managers as needed.