Personal Lines Account Manager

Personal Lines Account Manager
Starkweather & Shepley Insurance Brokerage Inc.

This individual will proactively manage the overall workflow and lifecycle for an assigned book of business. The role serves as the primary client relationship manager for new and existing Personal Lines clients, ensuring comprehensive account servicing and maintenance.

• Serve as main point of contact for clients, addressing general questions, providing coverage guidance, and educating clients on risk and exposures.
• Collaborate with Assistant Account Managers to process client transactions including applications, quotations, renewals, cancellations, endorsement requests, binders, invoicing, and follow‑up correspondence in accordance with agency and industry standards.
• Identify and pursue up‑sell and cross‑sell opportunities for new and existing clients.
• Respond to incoming mail, carrier inquiries and client questions.
• Maintain client files and tasks in the database, documenting written correspondence and verbal conversations in Image Right.
• Upload endorsements and policies as needed and manage the task list in Image Right.
• Assist with accounting discrepancies when needed.
• Act as backup to other Account Managers when requested.

Entry‑level candidate with full‑time availability, strong communication skills, and a customer‑service mindset. Ability to work collaboratively with team members and adhere to company standards of excellence is required.

Starkweather & Shepley provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. These statements are intended to describe the general nature and level of work performed by the employee, and are not intended to be a complete list of responsibilities and duties. These statements do not establish a contract for employment and are subject to change at the discretion of the organization.