Client Manager, Small Business

Fred C Church
Lowell, MA

Location: Current openings in Lowell, MA!

Our Role: 
The Client Manager on the Small Business team ("Select" as it is known internally) is responsible for managing new and renewal policies to ensure timely and accurate coverage while providing superior customer service to clients in accordance with Commercial Guidelines.  The role provides a great opportunity to work with a wide variety of clients and a high-functioning team.

Its Responsibilities:

  • Identifies exposures, obtain underwriting information and provide appropriate insurance coverages for clients
  • Responds in a timely manner to client, underwriter and internal department requests
  • Analyzes exposures for new and renewal clients
  • Prepares comprehensive submissions for marketing
  • Knows when to escalate issues and ask for assistance
  • Coordinates customer service with the Client Executive (producer)
  • Prepares accurate policy summaries and claim reports as needed
  • Works closely with internal departments: Claims, Sales, Service & Support, and Accounting to achieve best outcomes for both the client and agency
  • Documents all activity carefully
  • Understands the potential for errors or omissions and seeks guidance when necessary
  • Continue professional development and establish education goal with timeline for completion

Your Qualifications:

  • Licensed P&C Producer
  • Experience and the desire to work with small businesses and their insurance needs
  • Minimum 3-5 years working with an agency or carrier, handling commercial accounts
  • Appropriate professional designation(s) - CIC, AAI, CPCU, ARM a plus
  • Strong knowledge of underwriting procedures, rating plans and state and federal insurance laws
  • Understands and can analyze commercial lines coverages, forms and policies
  • Intermediate user of MS Office products, particularly Outlook, Word, Excel

Your Attributes:

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

We invite you to include a cover letter with your application.  No phone calls about the status of this position, 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!