We are open for business and ready to help you. Learn More.

NorthStar Insurance Services is open for business, operating on our normal schedule:

Monday through Thursday: 8:30am to 4:30pm

Friday: 8:30am to 4:00pm

We can be reached at 781.431.2500 or info@nsins.com

Our claims processing email is: service@nsins.com.

Claims can also be submitted through a form on our website, and you can request Certificates of Insurance.

We have also posted information about business interruption insurance, which we hope you find helpful, and we will continue to provide updates as more information becomes available.

For their safety, most of our employees are working from home and are available via telephone and email. We will strive to deliver the same level of exceptional service and professionalism that you are used to and to help you with all of your insurance needs during this difficult time.

We hope that you and your families stay safe and in good health. Please do not hesitate to reach out to us with any questions or concerns.

The NorthStar Insurance Services team

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PARTNER WITH US: YOUR RISK ADVISOR

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Personal Lines Account Manager

Primary Role

  • Overall management of assigned accounts including producer and house clients.
  • Market/retain assigned accounts.
  • Provide ongoing day to day service to assigned accounts.
  • Assist clients if another assigned account manager is unavailable.

Duties

  • Perform all transactions on an account, including but not limited to:
    • Applications including supplemental applications
    • Quotes and quote presentation
    • Endorsements
    • Audits (as necessary on domestic workers compensation policies)
    • Collection of loss runs and review of same
    • Billing in system as necessary
    • Follow up on open items
    • Follow up on cancellation notices/follow up with client on agency bill payments
  • Respond to client inquiries in a timely manner, including but not limited to:
    • Returning voicemails immediately.
    • Responding to emails in a timely manner – if cc’d on an email with others and able to respond – do so.
  • Respond to co-workers in a timely manner.
  • Collect renewal data on assigned accounts as needed.
    • Work proactively with producer on VIP renewals.
    • Utilize Winrater/Realtime and/or submit appropriate paperwork for quotations.
    • Negotiate with underwriters.
    • Compare renewal quotations including reviewing endorsements lists for enhancements/exclusions.
    • Review policy forms/wording for any areas of coverage that are unclear.
    • Review renewals/endorsements to ensure policies are received as requested and sent to insured in a timely manner.
    • Quote new business/additional lines of coverage for existing clients or referrals from existing clients.
  • Maintain client file in TAM, including but not limited to:
    • Applications
    • Entering activities and following up as appropriate
    • Entering activities to document client/insurance company conversations
    • Attaching email correspondence with clients/insurance company representatives
    • Additional responsibilities/projects as required by producer or manager

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We Expect More of Ourselves So You Get More

We take pride in our high-level industry expertise, attention to detail, and diligence in serving our clients’ needs every day. Our team of experts believes in a simple philosophy: that we should provide our clients the same dedicated level of attention and service that we would expect if our positions were reversed. We take our stewardship obligation to our clients very seriously, and work tirelessly to constantly exceed expectations. Find out how we make a difference in the way we approach your insurance needs. Give us a call at (800) 301-1944.