Client Manager, Personal Insurance

Fred C. ChurchTewksbury, Massachusetts

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Overview

Remote

Hybrid remote

Benefits

Career Development

Job Description

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!

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FAQs About Client Manager, Personal Insurance Jobs at Fred C. Church

What is the work location for this position at Fred C. Church?

This job at Fred C. Church is located in Tewksbury, Massachusetts, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Fred C. Church?

Employer has not shared pay details for this role.

What employment applies to this position at Fred C. Church?

The employer has not provided this information. This may be discussed during the hiring process.

What benefits are offered by Fred C. Church for this role?

Fred C. Church offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Fred C. Church?

You can apply for this role at Fred C. Church either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.