Starkweather & Shepley Insurance Brokerage Inc.

• Generate leads and pursue new client opportunities • Develop strong Centers of Influence and network to develop new business opportunities • Complete and review the large client survey to gather all pertinent information • Develop and maintain active expiration lists through internal and external sources • Achieve trusted advisor status with clients • Conduct renewal strategy meetings • Provide input on renewal premium negotiations

• 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.

• 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.