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:
- 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
Skills Required
- Fluency in Microsoft Office products
- Strong knowledge of insurance coverage and terminology
- Bachelor's degree in a related field
- At least 3 years of insurance experience, preferably at an agency
- Producer license
- AAI or AIS designation
- Superior verbal and written communication skills
- Ability to multitask and work in a changing environment
- Ability to work effectively in a team environment
- Effective communication and time-management skills
What We Do
Starkweather & Shepley is a leading independent insurance brokerage firm dedicated to providing comprehensive risk management solutions and personalized service to businesses and individuals.
