Assistant Client Manager, Commercial Lines

Lowell, Massachusetts, United States | Commercial Lines | Full-time

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Position: Assistant Client Manager, Commercial Lines
Location: Lowell, MA
Reports to: Commercial Lines Team Leader

Summary:
The Assistant Client Manager (“ACM”) supports Client Managers responsible for large commercial accounts. Together, the Client Team performs all necessary functions to service these important customers, each of whom has unique insurance requirements and interesting risk profiles. This is a great opportunity to learn more about commercial insurance and sharpen your client management skills.

 

Primary Responsibilities:

  • Support Client Managers in all aspects of servicing clients.
  • Assist in preparation of renewal kits, including updating applications, and compiling updated renewal information from the client.
  • Process Registry documents, Affidavits and other required forms as directed by Client Manager.
  • Coordinate Certificates of Insurance; Renewal Certificates, Auto ID Cards, and WC Posting Notices.
  • Set up new clients/prospects in Applied Epic, our agency management system.
  • Assemble loss/claims analysis for clients.
  • Follow-up with carriers on open tasks.
  • Perform miscellaneous tasks/projects at the direction of the Client Manager.

 

Qualifications and Experience:

  • Basic knowledge of commercial insurance coverage and procedures.
  • Great communication skills, both oral and written.
  • Consistent attention to detail and accuracy in all aspects of work.
  • Adapt to change, juggle multiple assignments and shifting deadlines, and manage stressful situations professionally.
  • Demonstrate initiative, accountability and the ability to work independently and across a team.
  • Ability to use technology effectively to manage workflow, document all correspondence and communicate effectively with carriers and internal team members.
  • Minimum of high school diploma; college degree preferred.
  • Prefer 2-3 years of experience with an agency or carrier handling commercial accounts.
  • Experienced user of MS Office – Outlook, Word, Excel, PowerPoint.

 

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!