Portfolio Account Executive
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Job Description
Responsible for new business sales and retention of Private Client accounts for Starkweather & Shepley Insurance Brokerage. Providing service and stewardship to clients according to agency guidelines.
Responsibilities:
- 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.
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.
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