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Client Manager - Commercial Insurance (Small Business)

Employer
Fred C Church Insurance
Location
Lowell, Massachusetts (US)
Salary
Based on experience level
Closing date
Apr 8, 2019

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Job Details

Summary:

This individual 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.

Essential Job Functions:

Primary Job Duties and Responsibilities

  • Ability to identify exposures, obtain underwriting information and provide appropriate insurance coverages for client
  • Timely response to client, underwriter and internal department requests
  • Analyze exposures for new and renewal clients; prepare comprehensive submissions for marketing
  • Recognize circumstances requiring assistance from Team Leader
  • Coordinate customer service with producer
  • Prepare accurate policy summaries and claim reports as needed
  • Work closely with internal departments: Claims, Sales, CSS and Accounting to achieve best outcome for client and agency
  • Continue professional development and establish education goal with timeline for completion
  • Document all activity carefully
  • Understand potential for errors or omissions and seek guidance when necessary

Skills and Abilities

  • Solid analytical and customer service skills
  • Strong knowledge of underwriting procedures, rating plans and state and federal insurance laws
  • Ability to understand and analyze commercial lines coverages, forms and policies
  • Excellent communication skills – oral and written
  • Ability to use technology to manage workflows and communication in the most efficient manner
  • MS Office products – Outlook, Word, Excel, PowerPoint
  • Regular and reliable attendance
  • Consistent attention to detail and accuracy in all aspects of work
  • Adherence to all personnel policies, procedures and rules contained in the Employee Handbook
  • Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable
  • Ability to maintain professional and cordial relationships with customers, clients, and co-workers
  • Ability to adapt to change and manage stressful situations professionally
  • Demonstrate flexibility as priorities and deadlines shift, juggle multiple assignments
  • Ability to work in and contribute to culture of teamwork and cooperation
  • Treat people with respect
  • Accept both positive and negative constructive feedback from others and make adjustments to performance based on such feedback
  • Demonstrate initiative and ability to work independently
  • Be accountable for responsibilities of the position, meet deadlines, and live up to commitments

Education and Experience Requirements

  • Minimum of high school diploma, college degree preferred
  • Minimum 3-5 years of experience with agency or carrier handling commercial accounts
  • Appropriate professional designation(s) – CIC, AAI, CPCU, ARM a plus
  • Licensed P&C Producer
  • Experience with educational institutions preferable

Nothing in this Job Description restricts the Company’s right to assign or reassign duties and responsibilities to this position at any time. This position is at will, which means that either the employee or the Company may terminate the employment
relationship at any time, with or without notice and for any reason or no reason.

Company

More Than a Job

When you have a team of people who are all working toward the same goal, something just clicks. We don’t just think the company culture at Fred C. Church makes it fun to be an employee here—we know it does. From company outings, employee appreciation and volunteer efforts to simply the way we do business both internally and externally, we’ve worked hard to create an environment we’re proud to be in each day. See what we mean for yourself.

Employee Benefits

  • Equal Employment Opportunity Employer
  • 35-hour scheduled work week
  • Overtime pay for hours in excess of 40/week, if eligible
  • Annual Performance and Compensation Reviews
  • 12 paid holidays annually
  • Summer Fridays Memorial Day- Labor Day
  • On-site Gym
  • Up to 5 weeks paid vacations annually, depending on service time
  • Paid Community Service Days
  • 10 paid sick/personal days annually
  • Paid Bereavement Leave
  • Group Medical Insurance
  • Group Dental Insurance
  • Prescription Drug Plan
  • Flexible Spending Account with Debit Card access
  • Group Life Insurance
  • Short Term Disability
  • Long Term Disability
  • Long Term Care Plan
  • 401(k) Retirement Savings Plan – up to 3% of your compensation contributed by the company
  • Employee Stock Ownership Plan – four years fully vested
  • Employee Referral Bonus Program – up to $2,000
  • Educational Benefits – paid tuition, books, expenses, and bonuses for professional designations
  • Career paths for employees
  • Dress Code – business casual Fridays: Jeans Day
Company info
Website
Telephone
9783227224
Location
41 Wellman St.
Lowell
Massachusetts
01851
US

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