Client Manager, Personal Insurance

Lowell, Massachusetts, United States | Full-time

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Job Summary:

Fred C. Church is seeking an ambitious, outgoing, self-starter who is detail oriented to join our personal lines team.  The candidate will be responsible for handling a variety of customer service tasks for our personal insurance customers.

Essential Job Functions:

Primary Duties and Responsibilities:

  • Handle all customer questions with regards to their personal insurance
  • Manage all billing and coverage inquires
  • 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

 Education and Experience Requirements:

  • College Degree Preferred. High School Diploma or GED Required
  • Current Personal Lines License Preferred. If not currently licensed, it is required within 3 months of employment.
  • Three or more years experience with a personal lines agency or insurance carrier.

Other Skills:

  • Strong working knowledge of Word, Excel and Microsoft Outlook preferred.
  • Ability to compose clear and concise written correspondence.
  • Ability to multi-task throughout the day
  • Experience with SinglePoint and the Registry a plus.

 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!