Client Manager, Personal Insurance

Our Role:

Fred C. Church is seeking a customer-focused and detail-oriented Client Manager to join our personal insurance team. This role is a great opportunity to showcase your ability to communicate well and manage a variety of responsibilities.  Success is defined by client retention and growth, as well as by delivering services with honesty, integrity and quality.

This role is based in our Tewksbury, MA branch, however, training will take place at our headquarters in Lowell, MA. Additionally, this role is eligible for a four-one hybrid office-home schedule.

Its Responsibilities:

• Handle all customer questions with regards to their personal insurance
• Manage all billing and coverage inquires
• Conduct annual account reviews at renewal
• Review book of business for growth opportunities by account rounding, adding policy features and asking for referrals for new business
• Follow all agency guidelines for quality customer service and continuously strive to provide the best possible customer experience
• Collaborate with other members of the personal lines department
• Ensure maximum retention by working to provide the best solutions for the client
• Establish an understanding of all carrier websites

Your Qualifications:

• Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment
• Strong working knowledge of Word, Excel and Microsoft Outlook
• Experience with a personal lines insurance agency or carrier
• Hands-on knowledge of the MA RMV and their SinglePoint system
• College Degree referred; High School diploma or GED required

Your Attributes:

• Team player
• Enthusiastic
• Detail-oriented
• Customer-first attitude
• Compose clear and concise written correspondence
• Multi-task throughout the day

Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees.  Come join us!