Client Manager, Education Team, Commercial Insurance

Fred C. Church•Lowell, MA

20d•Hybrid

About The Position

Our Role: Fred C. Church Insurance, a leading independent insurance broker to educational institutions nationwide, seeks a customer-focused professional to be its next Client Manager ("CM") on the Education Team. Our clients are mission-driven organizations that change lives and make a difference in the world. The CM serves as a trusted thought partner to independent schools, colleges and universities, and outdoor and adventure organizations. The Client Manager is a team player who takes pride in delivering exceptional customer service. Adaptable and responsive to clients and colleagues alike, the Client Manager works collaboratively to build durable relationships. We seek to attract candidates who have an understanding of the administrative and risk environments within the education industry. Insurance experience is preferred. 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.

Requirements

Strong analytical mindset and outstanding customer service orientation.
Excellent communication skills, both oral and written.
Consistent attention to detail and accuracy in all aspects of work.
Adapt to change, juggle multiple assignments and shifting deadlines, and manage stressful situations in a professional manner.
Demonstrate initiative, accountability and the ability to work independently and across a team.
Experienced user of MS Office – Outlook, Word, Excel, PowerPoint.
Experience with an agency or carrier handling commercial accounts
Exposure to the administrative and risk environments within the education industry
Knowledge of underwriting procedures, rating plans and state and federal insurance laws
Licensed Property and Casualty Producer, or willingness to successfully obtain license

Nice To Haves

Professional designation(s) - CIC, AAI, CPCU, ARM
Familiar with the Applied EPIC insurance agency management system, and/or demonstrated ability to quickly learn new computer systems

Responsibilities

Elicit trust by effectively prioritizing work, anticipating needs, and reliably completing tasks.
Manage new and renewal policy applications to ensure timely and accurate insurance coverage.
Identify and analyze exposures and obtain underwriting information while adhering to Commercial Guidelines.
Provide proactive risk management advice to current clients.
Maintain productive professional relationships with both clients and colleagues.
Prepare accurate policy summaries and claim reports as needed.
Work closely with internal departments to achieve the best outcome for client and agency.
Pursue and achieve professional development goals, including appropriate insurance designations.
Follow all internal procedures and carefully document all client activity.
Escalate client issues appropriately to Team Leader.
Understand potential for errors or omissions and seek guidance when necessary.