S&S Onboarding Playbook

Onboarding Playbook

TABLE OF CONTENTS Playbook Introduction Welcome! You are Awesome Our Purpose and Our Board of Directors The Starkweather Story Core Values and Guiding Principles Our Culture Personal & Professional Development S&S YOUniversity S&S YOUnversity Training Resources S&S Charitable Fund Commitment to Community Agency Overview/Departmental Overview/Our Process Risk Management/Commercial Insurance Industry Specializations Construction Risk Solutions Surety & Bonds Financial Institutions Risk Solutions Manufacturing Risk Solutions Energy Risk Solutions Transportation Risk Solutions Captive Risk Solutions Human Services Solutions Marine Risk Solutions Enterprise Insurance for Small Business Real Estate Risk Solutions Personal Insurance Benefits Consulting Custom House Risk Advisors/Claim Strategies/RISCO/And More Department Value Proposition Learning Experience Learning By Doing What Starkweather Means to Me

Onboarding Playbook

3 4 5 5 6 7 8 9 10 11 12 14 15 15 15 16 16 17 17 18 18 19 19 19 20 20 21 22 23 24 26

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PLAYBOOK INTRODUCTION On behalf of everyone at S&S, we want to welcome you to our wonderful world of insurance and risk management. You’ll soon discover – if you haven’t already – that it’s an exciting industry. It’s exciting because: + It’s a busy place. It takes a lot of people doing many different types of jobs to make it all work. And every person’s contribution is needed. No matter what job you have in the insurance industry, it’s an important one. + There are endless opportunities. Insurance is more than simply sales and customer service. There are countless career paths and opportunities to fit your interests and skill set. From communications and marketing, to training and finance. There’s a path for you. + Our company - and the industry - are growing. Although insurance has been around a long time, the industry continues to find ways to serve its customers better. In the days and years to come, there will continue to be new things to learn and opportunities to grow within this business. + We are different. We value more than just the “work hard. play hard.” mentality - although working hard is a big part of what we do. But we’re more than that. We want to build a better YOU! This is why it’s so important to help our associates grow both professionally and personally.

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WELCOME! YOU ARE AWESOME. Welcome to the S&S Insurance team! I am delighted to have you join us. I am confident you’ll be a valuable addition here at &S. There’s always a lot to learn with a new job, not only about the role and expectations, but also about the company, culture, team, organizational processes, etc. Your role is critical to our success and I’m here to help you navigate through the complexities of our business. I hope this playbook will help provide some of the information and education you need to succeed. There will be plenty of opportunities for you to learn and grow in this position and truly make a difference at S&S. And I can’t wait to get started!

This playbook provides an overview of our organization, our purpose and core values and our value propositions. It will also serve as your individual on-boarding guide. It will give you an overview of who we are and provide the tools and resources to help you succeed.

On behalf of the entire S&S team, WELCOME! I look forward to working with you to help make S&S the best and inspire YOU to become the best version of yourself! After all, to be the best insurance and risk management agency, you’ve got to have the best people. And that’s why I will continually work to inspire your success, your fulfillment, and your wellbeing and push you to grow, innovate and be your best.

I hope you are as excited as I am to embark on this new journey at S&S. Best regards, Larry Keefe Chairman & CEO Starkweather & Shepley Insurance Brokerage Inc.

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OUR PURPOSE Starkweather & Shepley’s primary objective is to focus on our two greatest assets: our employees and our clients. Our ownership structure is in the form of a Trust. It is this Trust that makes us so unique.

THE STARKWEATHER STORY In 1879, James Starkweather, a manufacturer and George Shepley, an insurance man opened an agency that changed the way people in Rhode Island would think about insurance. Officially incorporated in 1905, Starkweather & Shepley was born. In 1935, Starkweather & Shepley took a turn, a then radical turn, to place the assets of the organization in Trust. This Trust exists for the benefit of our clients and our associates, whom we call stakeholders. And it is this spirit of the Trust, so clearly visible each day at S&S, that makes us unique. With a focus on expanding our capabilities, developing specialized programs, and following our constant desire to improve, S&S has also attracted a long list of distinguished clients. And it’s our ongoing desire to see them succeed that has kept us growing and thriving throughout the years.

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CORE VALUES AND GUIDING PRINCIPLES S&S exists to inspire the success, fulfillment, and wellbeing of each person we serve: our stakeholders, and their families, business partners, clients, and our community.

This statement drives everything we do, and we are committed to your personal fulfillment and professional successes. That’s why we developed three core values and three guiding principles that nurture this purpose:

PASSION We are driven by passion. It gives our work purpose and gives new meaning to what we do. And working with passion is more than a mindset-it’s a transformative experience that makes us proud of what we accomplish.

COMMITMENT Commitment takes dedication and passion. But it also requires us to place the interests of others ahead of our own, while acting as a positive influence on those around us. We believe that everyone is a valuable part of our team – and that everyone can commit to support each other.

COMPETENCY Learning and improving is a lifelong process, spurred by a healthy curiosity of the world around us. By asking questions, seeking answers, and applying what we learn, we push ourselves further down the path of personal growth and development.

INTEGRITY We pride ourselves on acting in the best interest of our clients. Our reputation is important to us… it is everything in the world of business. Doing the right thing is not just a phrase, it is a way of life at Starkweather.

RESPECT It all starts with respect. Respect leads to strong teams, with stakeholders pulling in the same direction. Respect leads to innovation with future-focused insight and evolves through the application of a creative vision. Every member of our team can imagine better ways to work, collaborate, and advance our goals. Achieving this starts with respect.

TRUST Trust the Trust. It is what we say, it is how we are run and it is what we live. We trust you to do what is right, to commit, to support, to achieve. You trust us to be transparent, to lead, to drive, to guide. Trust goes both ways. Trust is our foundation.

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OUR CULTURE S&S exists to inspire the success, fulfillment, and wellbeing of each person we serve: our stakeholders and their families, business partners, clients, and our community.

And we’re passionately committed to remain in Trust, which allows all our decisions to be made in the best interest of our stakeholders and clients—not Wall Street or private equity owners.

Our culture can best be described by our core values and guiding principles, which help empower our associates to be their very best in both their personal and professional lives: At S&S, we recognize the importance of strong leaders, which is why we emphasize that each one of our stakeholders—no matter their level of experience or time with the company—should be a leader in their given area. This is also why we focus so heavily on recruiting and employee development.

Innovative, determined candidates make the best leaders, so when we’re looking to add to our team, those are the types of people we look for.

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If you are coming to us from another agency, please know we adhere to all previously executed noncompetition agreements. We are professional agency and hold these agreements with the utmost respect.

We are not a traditional, top-down managed organization. One of our greatest strengths is how we collaborate as leaders on common ground—all playing different but equally important positions on the team. Each member of our team is valuable, and we make sure that everyone has a voice. We are a Team of Teams.

Our culture of excellence can be attributed to our collaborative, team-oriented approach. By continually sharing, learning, and educating, we keep getting better at what we do. We think that’s a critical aspect of our culture given the constantly changing landscape of the modern insurance world—because the knowledge we gain is passed on to our clients, helping them manage risk, improve efficiency, and ultimately be more successful.

PERSONAL & PROFESSIONAL DEVELOPMENT We understand there is more to your life than your day job—and that by succeeding in your personal life, you’re more likely to succeed in your professional life. We actively encourage our associates to find their true purpose in life, and we will do whatever we can to help them accomplish that purpose.

Having people on our team with an ongoing desire to learn and grow helps us to better serve our clients.

That’s why purpose-driven, aspirational people are at the heart of our business. By valuing strong relationships and working for our clients with a strong sense of engagement and urgency, we have created mutually beneficial partnerships that last for decades.

If you want to work on becoming a better person, and you want to work for a company that supports this desire, S&S is the place for you. We have everything to help our associates achieve their life-long goals, including the extensive resources provided through S&S YOUniversity- technical insurance knowledge, financial wellness, wellbeing support, on demand learning… we provide countless opportunities for associates to grow both personally and professionally.

At S&S, we put our people and their families first. We want to see them grow and develop in positive ways that they may have never even thought possible. This means happier, more fulfilling lives for our associates— and better results, and more long-term success for our clients, too.

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S&S YOUNIVERSITY – IT STARTS WITH YOU! S&S YOUniversity is an associate development program dedicated to the personal and professional growth of our associates.

Never stop learning because life never stops teaching.

THERE’S MORE TO LIFE THAN YOUR DAY JOB. We believe that if you’re happy, successful, and focused in your personal life, you will be the same way at work—which is why we created S&S YOUniversity.

S&S YOUniversity is an associate development program dedicated to the personal and professional growth of our associates and is inspired by our core values and guiding principles. .

We can tailor our programs to emphasize any of our core values or guiding principles to fit the specific needs of each associate. S&S YOUniversity is just one more way we’re helping our employees find their purpose and live a fulfilling life—a philosophy that’s been guiding our business since day one.

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S&S YOUNIVERSITY TRAINING RESOURCES LEADERSHIP & PERSONAL DEVELOPMENT PROGRAMS + Mentorship + Goal Setting + Effective Communication + Stress Management + Personal Finance + Time Management + Conflict Management

S&S YOUNIVERSITY TRAINING RESOURCES + Online Courses / Total CSR + Live Classes for PL and CL Content + Technical Courses on Systems and Workflows + On-Demand Learning Resources from carriers + Lunch and Learn sessions + And much more!

A HEALTHIER YOU + Wellness Programs + Nutrition & Wellness Challenges + Wellness Education + Smoking Cessation Programs Who can assist you?

Joetta Creasia Commercial Lines Cynthia Blanco Personal Lines Kate O’Toole Systems and Workflows Jennifer Doherty On-Site CE Course

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WE GIVE … IT IS WHAT WE ARE ALL ABOUT Community involvement is a core commitment of S&S and one of the noblest ways to build meaningful and long-lasting relationships with associates, clients and the communities in which we live and serve.

Although Starkweather & Shepley and our associates have always supported and volunteered at countless organizations, we wanted to formalize our commitment to giving back to the community on a grander scale.

Therefore, in 2010, The Starkweather & Shepley Charitable Fund was created to provide grants to local non-profit organizations that benefit the community.

Since 2011, over $

440,000 has been donated to local charities in need, helping countless in need.

S&S GIVES BACK. IT IS THE RIGHT THING TO DO. The Starkweather & Shepley Charitable Fund is a corporate advised fund of the Rhode Island Foundation.

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Commitment to Community CORPORATE DONATIONS & SPONSORSHIPS 2021 ADDP Aldersbridge Communities Animal Rescue League of Boston Arc of Blackstone Valley Assoc.

Axis Enterprise INC BBBS of Cape Cod & The Islands Bldrs & Contractors INC Boys & Girls Club LNV CCIAOR Chappaquiddick Community Center Child & Family Services, INC Children’s Friend Children’s Wishes Communities for People INC Community Foundation for Greater New Haven Connecting for Children & Families Crossroad Rhode Island DD Independent Franchise Owners INC Doc Wayne Youth Services Edesia Elizabeth Buffum Chace Center Food Share Girl Scouts of Southeastern New England Greater Valley Chamber of Commerce Hailey Angel Allard Scholarship Fund Hebrew Hasbro Children’s Hospital Hattie Ide Chaffee Home HMEA Homes for Our Troops Hope Hospice & Palliative Care of RI Island Autism Group INC Kids Klub Inc LeadingAge RI M V Chamber of Commerce Make - A - Wish Foundation RI Make a Difference Foundation INC Martha’s Vineyard Builders Association Meals on Wheels of Rhode Island Meeting Street National Utility Contractors Assoc of RI Oak Bluffs Association

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Ocean Community YMCA Old Sturbridge Village OMS Bristol Boy’s & Girl’s Cub Our Island CLub Phoenix Houses of New England Progreso Latino Providence Athenaeum Providence Performing Arts Providence Ronald McDonald House Red Stocking Fund ReFocus Inc RI Foundation RI Nursing Home Group RI Zoological Society RIALA Roger Williams University Rotary Community Corps Save the Bay Scandinavian Home, INC Seafood Processing N.A. Seamen’s Church Institute Senior Life Special Olympics Rhode Island Spencer Educational Foundation St. Mary’s TEAM, Inc. The Chorus of Westerly The Light Foundation The NAN Project The Seasons Theater Communications Group Tisbury Police Department United Way of RI United Way of West Central Connecticut Utility Contractor’s Assoc Venture Community Services, Inc. Westerly Land Trust YMCA of Martha’s Vineyard

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Commitment to Community S&S CHARITABLE FUND 2021 Aquidneck Land Trust Boys and Girls Club of Newport County Brian’s Angels Homeless Outreach Bristol Boys & Girls Club Association Button Hole Circus Up COVID-19 Response Fund East Bay Community Action Program Food Share Inc. Harrington Memorial Hospital Housing Assistance Corporation Island Autism Group Inc.

Joy in Childhood Foundation Lucy’s Hearth Martin Luther King Community Center MS Dream Center of RI Newport Public Education Foundation RIF - Roger Williams Park Campaign Save the Bay St. Baldrick’s Foundation The Herren Project Trinity Repertory Company YMCA of Martha’s Vineyard - Y for All

TOTAL COMMITMENT TO COMMUNITY

$440K

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AGENCY OVERVIEW DEPARTMENTAL OVERVIEW At S&S Insurance, we’re dedicated to helping our clients initiate change and manage risk— because our goal is helping them become better, smarter organizations. We serve a diverse client base that includes local, regional, national and global companies, and we work closely with the world’s top insurance carriers.

Over the last 140 years, S&S has grown to become one of the largest privately held insurance agencies in America, with offices in Connecticut, Rhode Island, Massachusetts, and Florida. We are a leading Risk Management brokerage specializing in various commercial sectors including Construction, Surety Bonds, Manufacturing, Finance Services, Marine, Energy, Education, Human Services, Real Estates, Technology, and Transportation to name a few. We also offer a complete suite of comprehensive employee benefits programs and services. In addition, we service all personal lines needs, including Private Client Group Concierge Services.

OUR PROCESS Our goal at S&S is not to sell insurance. It’s to help our clients become better, smarter, and more efficient. That means listening carefully, being responsive, and staying innovative. It means looking down the road to ensure clients have the right pieces in place as their organizations grow and change.

It means becoming their trusted advisor.

DISCOVER

EVALUATE

and understand goals, initiatives, and objectives

Onboarding Playbook

impact on employee benefits or risk management program

ANALYZE current program

DEVELOP and validate strategy

IMPLEMENT

MEASURE

and execute strategy

monitor and track results

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RISK MANAGEMENT/COMMERCIAL INSURANCE S&S Insurance works closely with clients to make sure their risk management strategy is aligned with their business goals.

Understanding the core goals and initiatives allows us to better evaluate, analyze, plan, and manage our clients’ risk management programs in a way that helps achieve their goals and deal with change.

Determining an organization’s risk means performing a quantitative and qualitative analysis that will help us understand our clients’ risk profile. By taking this customized approach, we can create a unique risk management plan—one that is aligned with clients’ current and future objectives and evolves with business needs. Whether it’s providing detail-oriented claims consulting or being a persistent, dedicated advocate for our clients’ best interests, we strive to bring significant value to any organization.

INDUSTRY SPECIALIZATIONS CONSTRUCTION RISK SOLUTIONS Construction have been at the core of S&S’s business since we opened our doors 140 years ago.

We’re experts in managing the risk associated with building products, environmental remediation, project development, construction, and surety—all the way to property management and demolition. Our team is purposefully constructed to produce a collective pool of knowledge that is unparalleled in depth but consciously narrow in scope.

Our focus is to learn about what makes our clients’ organization unique and what they’re trying to achieve. Once we’ve accomplished that, we design a risk management plan or surety program to help catalyze their success. And while we are practiced at placing products, our greater value comes from functioning as an extension of our clients’ risk or finance department.

S&S’s dedicated construction team is led by individuals who are outstanding in their field. Drawing on our industry knowledge, we’re not only able to provide proactive solutions through our partnerships and resources— but also experienced enough to assist with organizational deployment.

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SURETY & BONDS Our surety team works together with our insurance professionals to deliver unparalleled service for our clients’ surety needs. Together, we understand the complexities of the surety business and are staffed to meet the time sensitive demands of those we serve.

Our professionals provide assistance in areas such as contract review, onerous bond forms or contract provisions, financial statement analysis, subcontractor prequalification, succession planning, joint venture formations and more. We provide critical advice that helps our clients maximize the surety support they receive on the best terms possible. Having built key relationships across all layers of the surety industry, we remove the uncertainty associated with the surety underwriting process and build a foundation for long-term success.

FINANCIAL INSTITUTIONS RISK SOLUTIONS We established our investment Industry Practice Group to assist key segments in the Investment community in their quest to assess a wide range of risk insurance products offered by industry leading carriers. We focus on Private Equity and Hedge Funds, Securities Brokers, Mutual Fund Groups and Investment Advisors.

We provide hands on service to work and provide the expertise the experts need. We apply our deep understanding of the risks involved with this changing industry to design programs to reduce our clients’ total cost of risk.

To help clients with their business, we create proprietary insurance and risk management programs designed just for them—and we continue to maintain relationships with the world’s most reputable financial product insurers so that they have access to the best options.

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MANUFACTURING RISK SOLUTIONS Manufacturing companies have faced unique challenges in recent years: the crushing recession, global competition, shortage of skilled labor, and the movement to a “service” economy.

S&S understands these challenges and something our dedicated manufacturing team has been doing for decades.

Most manufacturing operations require significant capital investment. So adequately insuring our clients’ assets are key, but it’s more critical to insure for the loss of income due to business interruption, whether directly at their facility or somewhere in the supply chain. Knowing the supply chain risk, developing a disaster recovery and business continuity plan, and accurately quantifying their business income risk are some examples of how S&S aligns insurance and risk management programs to ensure your success.

ENERGY RISK SOLUTIONS Whether our clients are fuel oil dealers, propane dealers, C-Store operators, HVAC Service and Installation or those who sell kerosene and wood pellets, the S&S Energy group is uniquely qualified to help them manage their exposures to risk.

Our Energy group is comprised of risk management professionals dedicated to the Energy industry where we have become recognized as nationwide leaders among insurance and risk management consultants.

With intimate knowledge of our clients’ business, we’ll make sure that they’re not only aware of standard risks—such as typical hazard risks to property, plant, and equipment—but also those more complex risks. These can include the credit risks of the buyers of their product, business interruption due to the loss of a critical supplier, or even the risks associated with transit of product into Mexico or other foreign countries. Furthermore, our deep knowledge of our clients supply chain allows us to not only understand the direct risk exposures, but also the contingent exposures they have due to the interdependence amongst members of the supply chain.

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TRANSPORTATION RISK SOLUTIONS Trucking and logistics have been a large part of S&S Insurance’s business for more than 30 years, and we have the expertise necessary to meet the needs of virtually any client in this industry.

Our strength as a dedicated team of transportation risk management professionals is in solving problems. First, we determine the primary areas for risk exposure. Then we evaluate our clients’ strengths and weaknesses and provide recommendations that meet the demands of their operation. We thrive on challenging problems and unique situations because we take the time to thoughtfully listen and respond to the specific needs of each one of our clients.

CAPTIVE RISK SOLUTIONS Through our partnership with Innovative Captive Strategies (ICS), Starkweather & Shepley can help determine if a Captive Insurance alternative makes sense for our clients and prospects. A Captive Insurance Company is a special purpose insurance company whose primary role is to insure or reinsure the retained risk of its owners. In other words, it is a risk financing mechanism used as an alternative to traditional insurance. We primarily work in the Group Captive space.

A Group Captive brings together a group of independent businesses to form their own insurance company. The member participants own their underwriting profit and investment income. Starkweather & Shepley’s Group Captive Insurance Company comprises of best-in-class companies from a varying array of industries. This Captive will provide workers’ compensation, general liability and automobile liability / physical damage coverage for its members.

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HUMAN SERVICES SOLUTIONS We support key segments of the not-for profile service community and feel great doing it. Our dedicated team was created to help Non profits get the coverage they need at a price they can afford.

At a non-profit, every dollar counts. And every dollar spent needs to provide critical protection for the organization. Our team of dedicated professionals get to know each non-profit individually and what makes them tick. We provide extensive consultation services to make sure the right coverage is in place to our clients can get back to the job of helping their constituents. Our detailed knowledge in this space gives us an edge in finding the common issues faced by these companies, and we’ve created countless programs tailored to the specific needs of our clients.

MARINE RISK SOLUTIONS S&S Insurance has had a dedicated Marine team since the mid 1900’s.

And we’ve grown to become one of the leading insurance brokerages for marine related risks.

Boatyards, Boat Builders and vessel operators have unique risks, and our experience has allowed us to understand these risks in great detail. We’re skilled at identifying trends affecting marine coverage, and we are an industry leader in using these trends to help create comprehensive plans that address every potential exposure.

ENTERPRISE INSURANCE FOR SMALL BUSINESS Handling the risk management and insurance needs of small businesses is something S&S Insurance has done with great success for decades.

We’ve developed risk management plans for a huge variety of small businesses, including startups, contractors, life-services companies, manufacturers, medical supply companies, pet groomers, and golf courses, to name a few. We’re accustomed to taking on a diverse range of clients, and we’re resourceful and nimble enough to get the right risk management plan in place for them, no matter the business sector.

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REAL ESTATE RISK SOLUTIONS The Real Estate industry has its own unique set of risks and challenges.

These risks call for a well-rounded risk management approach. That’s why S&S has a unique approach to working with clients in the Real Estate industry, making sure that the right processes are in place to protect these companies. Our team of insurance and risk management professional deliver contract certainty, best in class risk management practices and proper insurance procurement and negotiation.

We work with clients across the country, including national restaurant developer providing a consultative approach to get to know our clients business and differentiate ourselves from the competition. We deliver risk management strategies built to their exact specifications and tailored to their business models.

PERSONAL INSURANCE S&S’s tenured Personal Insurance team assists our clients in understanding their coverage and what coverage is available in the marketplace. We provide consultative support and periodic reviews as needed, so insurance coverages align with their changing lifestyle and growing family.

We take a detailed, personalized approach to building a thorough understanding of our clients’ personal insurance needs, and then create a custom plan suited to those needs.

When a claim occurs, we are the liaison throughout the duration of the claim process. We want our clients to understand the claim process, and we endeavor to assist in resolving the claim quickly and with the most favorable result. + Homeowners & tenant + Automobiles + Watercraft + Personal umbrella + Condominium unit + Motorcycles + Motor homes + Rental dwelling +Valuable articles (jewelry, furs, artwork, collectibles, antique autos)

BENEFITS CONSULTING S&S Insurance works closely with clients to make sure their employee benefits strategy is aligned with their business goals.

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Understanding the core goals and initiatives allows us to better evaluate, analyze, plan, and manage our clients’ employee benefits programs in a way that helps achieve their goals, deal with change, and protect the good health of employees.

S&S uses leading-edge analytical tools to forecast how our clients’ benefits package will affect their bottom line. And we provide all the training and educational materials needed to communicate employee benefits clearly and completely, while making complicated benefit information easy to understand.

Analytics

Health + Wellness

Communication

Compliance

Advocacy

BUT WAIT… THERE’S MORE! At S&S we want to serve our clients’ needs in as many ways as possible. As a result, we have several affiliates / subsidiaries who are also part of the S&S family.

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Custom House Risk Advisors takes an experienced and customized approach in helping clients understand and manage their individualized risks, while working toward mitigating their potential costs. As an outsourced risk management and insurance advisory team, CHRA provides expert advice and assistance guided by integrity. Clients benefit from the control and security surrounding the procedures and insurance in place for their operation.

CLAIM STRATEGIES Claim Strategies specializes in the management and administration of Workers’ Compensation Claims. CS offers personalized, efficient and result oriented claims management and cost containment strategies to our clients. With a comprehensive approach, we focus on claims management rather than claims handling.

RISCO INSURANCE BROKERAGE INC RISCO Insurance Brokerage is a full service wholesale insurance broker and managing general agent specializing in harder-to-place risks for our clients, the independent insurance agency. RISCO has the capacity to handle complicated classes of business. The RISCO team specializes in casualty coverage for manufacturers, distributors, contractors and health care risks. We also represent carriers that specialize in mono-line products liability, aviation and Umbrella/ Excess. With these relationships, we can tailor insurance programs to meet the needs of higher risk clients. Vacant properties, high hazard occupancies and coastal risks are other areas of expertise.

In addition to this, S&S also offers the following programs or other services: Collection Protection, Dental Risk Solutions, Elder Care Risk Solutions, Hospitality Risk Solutions, Human Resources Risk Solutions, Loss Control Services, Municipalities Risk Solutions, Seafood Risk Solutions, Technology & Life Science, and Theater and Entertainment Risk Solutions.

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DEPARTMENT VALUE PROPOSITION LEARNING EXPERIENCE You will meet with fellow associates and team members throughout your onboarding process; spending time within the organization to fully understand each department and its value proposition component.

It is important to understand each department and how they work to enhance the client experience.

When you schedule these sessions, begin these meetings by informally introducing yourself. We want to know about you! Then interview the team member. Use the sample questions as a guide or use ones you have developed. This is a great opportunity to build rapport with coworkers as well as gain insight into S&S. In general, please describe what you do at our agency?

What is your area of specialization?

What specific task or activities do you perform?

How did you learn your job?

Please describe the process of how you work on a piece of new business.

Please describe the process of how you work on renewal business.

Explain what typically goes on during the proposal meetings. What types of information is presented and discussed?

Explain how the marketing and renewal process works.

With whom do you interact during the submission/renewal process (inside the agency and outside the agency)?

Describe the process of how we would work together if applicable.

When and how do you interact with other areas of the agency? Marketing?

Accounting? Etc. What insurance carriers do you work with? Do you work with certain underwriters or certain industries?

What type of exceptional service do you (personally) provide to the client?

How do you stay current with the industry?

I have heard about the Starkweather Difference. How would you define that?

What has your experience been while working at S&S? What advice do you have for me as a new team member?

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LEARNING BY DOING! Over the next 60 days you will be tasked with reaching out to the following individuals noted below to help you understand and acclimate to the S&S corporate culture, value proposition, brand identity, systems, procedures, processes and more!

Please note the date each meeting is held. You can review your progress and discuss any questions that arise with your manager.

Intro To IT

Human Resources

Anthony DiGirolamo X1143

Alicia Vazquez X1305

Dylan O’ Leary X1005

Date:

Date:

Accounting

Marketing & Communication

Regina Lewis X1308

Stefan Petrella X1341

Date:

Date

S&S Insurance Overview

Personal Lines Overview

Patrick Meacham X1366

Elizabeth Lowe X1646

Date:

Date:

Commercial Lines Overview

Employee Benefits Overview

Sean Cottrell X1165

Joan Greenwell X1331

Date:

Date:

Claims & Overview

Claims

Jennifer Salpietro X1220

Strategies

RISCO Overview Norm Duquette X1345 Date:

Date:

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CL Account Manager Overview

CL Account Executive Overview

Autumn Stone X1148

Rob Barresi X1610

Date:

Date:

PL Account Manager Overview

PL Account Executive Overview

Bela Chaves X1321

Sheryl Faria X1306

Date:

Date:

Are there others you would like to meet to help you be the best you can be at Starkweather?

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We are thrilled to have you as part of our team. We believe you will find both personal and professional fulfilment while working at Starkweather.

We wish you much success as you embark on your career with us.

Thank you for all you do.

www.starshep.com

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