Client Manager, Fred C. Church's Private Client Group
On-site · Andover, Massachusetts, United States
Job Summary
The Client Manager in the Private Client Group is responsible for delivering exceptional customer service to affluent clients, coordinating the renewal process, organizing client review meetings, and negotiating renewals with carrier partners. Key responsibilities include processing policy changes, answering billing inquiries, providing proactive risk management advice, and identifying cross-sell opportunities. Candidates should have technical knowledge of personal lines insurance, at least 3 years of experience with middle market or high net worth clients, and be proficient in MS Office. Excellent communication skills, adaptability, and a strong customer service orientation are essential.
Required Qualifications
- Technical knowledge of personal lines insurance products
- 3+ years of experience handling middle market or HNW insureds
- Intermediate user of MS Office products, particularly Outlook, Word, Excel
- Exposure to and/or understanding of the unique needs of private/HNW clientele
Desired Qualifications
- Experience with HNW insurance carriers
- Hands-on knowledge with Applied TAM
- Licensed P&C Producer
Additional Requirements
- Direct candidates only
- No phone calls
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