Client Manager, Select Team - Lowell, MA

Fred C. Church•Lowell, MA

28d•Hybrid

About The Position

Our Role: The Client Manager on the Select Team (smaller, independent and family businesses ) is responsible for managing new and renewal policies to ensure timely and accurate coverage while providing superior customer service to clients in accordance with Commercial Guidelines. The role provides a great opportunity to work with a wide variety of clients and a high-functioning team. This role is based in our spacious Lowell, MA headquarters. Amenities include free parking, fun and smart colleagues, free on-site workout room, easy access from major highways, and within walking distance to the Bruce Freeman rail-trail and retail stores. Fred C. Church offers its employees a three-two hybrid office-home schedule. Its Responsibilities: Identifies exposures, obtain underwriting information and provide appropriate insurance coverages for clients Responds in a timely manner to client, underwriter and internal department requests Analyzes exposures for new and renewal clients Prepares comprehensive submissions for marketing Knows when to escalate issues and ask for assistance Coordinates customer service with the Client Executive (producer) Prepares accurate policy summaries and claim reports as needed Works closely with internal departments: Claims, Sales, Service & Support, and Accounting to achieve best outcomes for both the client and agency Documents all activity carefully Understands the potential for errors or omissions and seeks guidance when necessary Continue professional development and establish education goal with timeline for completion

Requirements

Licensed P&C Producer
Experience and the desire to work with small businesses and their insurance needs
Minimum 3-5 years working with an agency or carrier, handling commercial accounts
Strong knowledge of underwriting procedures, rating plans and state and federal insurance laws
Understands and can analyze commercial lines coverages, forms and policies
Intermediate user of MS Office products, particularly Outlook, Word, Excel
Excellent communication skills - both oral and written
Ability to use technology to manage workflows and client communications
Outstanding customer service skills
Sincere interest in solving problems and developing lasting solutions
Flexible when priorities and deadlines shift, and can juggle multiple assignments
Adapts to change and manages stressful situations professionally
Likes to work in and contribute to culture of teamwork and cooperation
Demonstrates initiative and ability to work independently

Nice To Haves

Appropriate professional designation(s) - CIC, AAI, CPCU, ARM a plus

Responsibilities

Identifies exposures, obtain underwriting information and provide appropriate insurance coverages for clients
Responds in a timely manner to client, underwriter and internal department requests
Analyzes exposures for new and renewal clients
Prepares comprehensive submissions for marketing
Knows when to escalate issues and ask for assistance
Coordinates customer service with the Client Executive (producer)
Prepares accurate policy summaries and claim reports as needed
Works closely with internal departments: Claims, Sales, Service & Support, and Accounting to achieve best outcomes for both the client and agency
Documents all activity carefully
Understands the potential for errors or omissions and seeks guidance when necessary
Continue professional development and establish education goal with timeline for completion