Portfolio Account Executive

Job Description

Job Description

Description :

This individual is responsible for new business sales and retention of existing book of Private Client accounts within Personal Lines. It is critical for this individual to provide sales, service, and general stewardship to new and existing clients in accordance with agency guidelines with our Personal Lines Division. This person will also identify and follow through on cross-sell and referral business opportunities by supporting agency sales initiatives.

Objectives are set for new business development, client service, account development, and renewal retention. This role works under little supervision and has the autonomy and discretion to successfully meet job duties.

This role strictly adheres to our 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.

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.