Starkweather & Shepley Insurance Brokerage Inc.

Account Manager

• Function as main point of contact for client.
• Address general questions, provide guidance on coverage and inform/educate clients on risk and exposures.
• Process client transactions, including, but not limited to applications, quotations, renewals, cancellations, reinstatements, certificates, endorsement requests, binders, invoicing, issue ID cards, and follow up correspondence within agency and industry standards.
• Identify cross sell opportunities for new and existing clients.
• Obtain Workers Compensation modification worksheets for (Sr.) Commercial Risk Advisors review.
• Responsible for renewal timeline including renewal quotations from incumbent.
• Set up masters & issue renewal certificates or order from Ateam.
• Set up CCD form upon receipt of policy in New Mail.
• Run monthly expiration list, outstanding renewal list, and binder list.
• Assist with accounting company notification.
• Respond to client inquiries, incoming mail, and carrier inquiries, and assists PATRA.
• Maintain client files and tasks, including documenting pertinent written correspondence and/or verbal conversations in ImageRight/Sagitta.
• Utilize online company rating on carrier websites, upload endorsements and policies as needed.
• Manage task list in ImageRight.
• Review audits.
• Respond to policy checking discrepancy questions.
• Order loss runs or assign to ATeam if not urgent.
• Serve as back up to other (Sr.) Account Managers when requested.
• Attend & participate in mandatory training as required.
• Performs other duties as assigned.

Commercial Lines Account Manager