Client Manager, Fred C. Church's Private Client Group

FCC; Andover (MN); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Andover is seeking a Private Client Group Client Manager to deliver outstanding service to affluent clients. The role involves coordinating renewals, managing client relationships, and providing risk management advice. The ideal candidate has over 3 years of experience in insurance and a solid understanding of personal lines and high-net-worth clientele. This role offers a full-time position with opportunities for growth within a collaborative environment.

Qualifications

• 3+ years of experience handling middle market or HNW insureds.
• Experience with HNW insurance carriers preferred.
• Licensed P&C Producer preferred.

Responsibilities

• Perform customer service tasks including processing policy changes and answering inquiries.
• Coordinate the renewal process with other PCG team members.
• Provide proactive risk management advice to current clients.

Skills

Technical knowledge of personal lines insurance products

Excellent communication skills

Intermediate MS Office user

Exposure to private/HNW clientele needs

Problem-solving skills

Ability to manage workflows and communications

Tools

Applied TAM

Job description

Client Manager, Fred C. Church's Private Client Group

Job Category: Client Management

Requisition Number: CLIEN001061

• Posted: May 17, 2022
• Full-Time

Locations

Showing 1 location

Andover branch office
Andover, MA 01810, USA

Description

Summary: The Private Client Group, Personal Lines Client Manager works closely with other members of the Private Client Group to deliver an outstanding customer service experience to our affluent customer base. In addition to working with our clients and their Advisors on day to day service needs, the PCG Client Manager will be responsible for coordinating the renewal process, organizing client review meetings and negotiating renewals with our carrier partners. This is an outstanding opportunity for an enthusiastic and motivated individual to work within a growing practice group.

Its Responsibilities:

• Perform customer service tasks including; process policy changes, answer billing inquiries and general coverage questions
• Coordinate the renewal process with other PCG team members including submission compilation, delivering schedules of insurance, scheduling renewal meetings and marketing negotiation with carriers.
• Work with management to continually improve our customer service offering through unique value added services
• Provide proactive risk management advice to current clients
• Identify and close potential cross-sell opportunities

Your Qualifications:

Technical knowledge of personal lines insurance products

Aptitude to understand and analyze personal lines of coverages, forms and policies

Intermediate user of MS Office products, particularly Outlook, Word, Excel

Exposure to and/or understanding of the unique needs of private/HNW clientele

3+ years of experience handling middle market or HNW insureds

Experience with HNW insurance carriers preferred

Hands-on knowledge with Applied TAM, preferred

Licensed P&C Producer preferred

Your Attributes:

• Excellent communication skills - both oral and written
• Ability to use technology to manage workflows and client communications
• 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

To Apply: Please include your resume and a cover letter when applying. No phone calls and direct candidates only, please.

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!

Equal Opportunity Employer
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