Client Manager, Private Client Group

Andover, Massachusetts, United States | Personal Lines PCG | Full-time

Apply

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. 

Primary Responsibilities:

  • Perform customer service tasks including; process policy changes, answer billing inquires 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

Qualifications:

  • At least 3 years of experience handling middle market or high net worth insureds
  • Experience with Private Client Insurance Carriers preferred
  • Technical knowledge of personal lines insurance products and the unique needs of Private Client/High Net Worth clientele
  • Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving and decision making skills required
  • Solid computer proficiency and math skills for use in Word and Excel required

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!