Starkweather & Shepley Insurance Brokerage Inc.

Insurance

• Review and process new business and renewal policy checking, endorsements, audits, and direct and agency bill invoicing.
• Communicate with Account Manager or Executive, when appropriate, any account concerns including but not limited to, renewal or audit increases, errors in policies or endorsements.
• Communicate with carriers/underwriters regarding errors/corrections to policies and/or endorsements.
• Issue standard letters to accompany policies, endorsements or audits being sent to clients.
• E-deliver these documents or upload to Passport when appropriate.
• Maintain client files, tasks and to do list in Sagitta & ImageRight, including documenting pertinent written correspondence and/or verbal conversations in ImageRight.
• Attend mandatory in-house training as required.
• Performs other duties as assigned.
• Education and Experience: High School diploma required, College Degree preferred.
• Insurance or office experience preferred.
• Property/Casualty License/Ability to become licensed in designated time frame.

Commercial Insurance Analyst