Personal Lines Account Manager

Description

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.

• Function as main point of contact for client. Address general questions, provide guidance on coverage and inform/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 Image Right.
• Utilize online company rating on carrier websites, upload endorsements and policies as needed.
• Manage Task list in Image Right.
• Assist with Accounting discrepancies.
• Serve as back up to other Account Managers when requested.

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, leaves 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.