AssuredPartners

Client Manager, Commercial Insurance, Select Team

Job ID
2022-10109
# of Openings
1
Category
Commercial Lines Service
Office Location
41 Wellman Street
Location : Location
US-MA-Lowell

Overview

A Client Manager (“CM”) within Fred C. Church’s commercial business is responsible for managing new and renewal policies for our customers.  Each set of customers has unique insurance requirements and interesting risk profiles.   The CM ensures timely and accurate coverage while providing superior customer service in accordance with Commercial Guidelines.  This is a great opportunity to join our Select Team working on smaller, independent and family run business. The CM is a true business partner of the customer!

Responsibilities

  • Identify exposures, obtain underwriting information and provide appropriate insurance coverage for clients
  • Analyze exposures for new and renewal clients; prepare comprehensive submissions for marketing
  • 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
  • Escalate client issues appropriately to Team Leader
  • Continue professional development and establish education goal with timeline for completion
  • Follow all internal procedures and document all client activity carefully
  • Understand potential for errors or omissions and seek guidance when necessary
  • Maintain professional and productive relationships with both clients and colleagues

Qualifications

  • Licensed P&C Producer, or willingness to successfully obtain license within 3 to 6 months of starting position
  • Minimum 3-5 years of experience with an agency or carrier handling commercial accounts
  • First-hand knowledge of underwriting procedures, rating plans and state and federal insurance laws
  • Familiarity with the Applied EPIC insurance agency management system a plus
  • Experienced user of MS Office – Outlook, Word, Excel, PowerPoint
  • College degree preferred
  • Appropriate professional designation(s) - CIC, AAI, CPCU, ARM a plus
  • Outstanding customer service orientation
  • Consistent attention to detail and accuracy in all aspects of work
  • Strong analytical mindset 
  • Excellent communication skills, both oral and written
  • 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

 

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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