Client Manager, Personal Insurance

FCC; Tewksbury (MA); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A local insurance provider in Tewksbury, MA is seeking a diligent Client Manager to enhance their personal insurance team. The role emphasizes a customer-first attitude, managing various client queries, and ensuring maximum retention through quality service. Ideal candidates will possess strong communication skills and knowledge of personal lines insurance, with a preference for those holding a college degree. This position allows for hybrid working with training at headquarters.

Qualifications

• Current Personal Lines license preferred or required within 3 months of employment.
• Experience with a personal lines insurance agency or carrier.
• Hands-on knowledge of the MA RMV and SinglePoint system.

Responsibilities

• Handle all customer questions related to personal insurance.
• Manage billing and coverage inquiries.
• Conduct annual account reviews at renewal.

Skills

Customer-first attitude

Detail-oriented

Team player

Strong communication skills

Education

High School diploma or GED

College Degree preferred

Tools

Word

Excel

Microsoft Outlook

Job description

Tewksbury
Tewksbury branch (within Lowell Five Bank)
1775 Main Street
Tewksbury, MA 01876, USA

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.

Responsibilities

• Handle all customer questions with regards to their personal insurance
• Manage all billing and coverage inquiries
• 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 preferred; High School diploma or GED required

Your Attributes

• Team player
• 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!

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.