Starkweather & Shepley Insurance Brokerage Inc.

Commitment to our Associates, our Clients, and Our Community

Portfolio Account Executive

Account ExecutiveSalesFull TimeRemoteTeam 201-500H1B No SponsorCompany Site LinkedIn

Location

Massachusetts

Posted

87 days ago

Salary

Not specified

English

Job Description

• Responsible for new business sales and retention of existing book of Private Client accounts within Personal Lines. • Provide sales, service, and general stewardship to new and existing clients in accordance with agency guidelines with our Personal Lines Division. • Identify and follow through on cross-sell and referral business opportunities by supporting agency sales initiatives. • Work under little supervision and has the autonomy and discretion to successfully meet job duties. • Strictly adhere to Corporate Standards of Excellence and procedural guidelines spelled out in our Private Client Prospectus.

Job Requirements

Responsible for all subject accounts.
Responsible for maintaining client relationship including overall service plan, renewals, and account development within existing Personal Lines Book of business.
Must comply with company defined goals for sales initiatives, new business, retention, account rounding, and client referrals.
Generate prospects and referrals to other departments via actively networking at both internal and external events and groups.
Manage subject account collections.
Perform personal risk management reviews with proposals for all Private Client as appropriate.
Responsible for renewal timeline including account remarketing in compliance with the Private Client Prospectus.
Responsible for reviewing cross-selling and account-rounding opportunities for additional coverage and/or increased coverage limits.
Respond to client inquiries, incoming mail, and carrier requests.
Maintain client files and tasks in database, including documenting pertinent written correspondence and/or verbal conversations in ImageRight.
Performs other duties as assigned.