AssuredPartners

Client Manager, Personal Insurance

Job ID
2022-10078
# of Openings
1
Category
Personal Lines Service
Office Location
1775 Main Street
Location : Location
US-MA-Tewksbury

Overview

Fred C. Church is seeking a customer-focused and detail-oriented Client Manager to join our personal insurance team. This role is a great opportunity to showcase your ability to communicate well and manage a variety of responsibilities.  Success is defined by client retention and growth, as well as by delivering services with honesty, integrity and quality.

 

This role is based in our Tewksbury, MA branch, however, training will take place at our headquarters in Lowell, MA. Additionally, this role is eligible for a four-one hybrid office-home schedule.

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

Qualifications

  • Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment
  • Strong working knowledge of Word, Excel and Microsoft Outlook
  • Experience with a personal lines insurance agency or carrier
  • Hands-on knowledge of the MA RMV and their SinglePoint system
  • College Degree referred; High School diploma or GED required
  • Attributes: Team player, Enthusiastic, Detail-oriented, Customer-first attitude, Compose clear and concise written correspondence, Multi-task throughout the day

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

 

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

 

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

 

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger! 

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