Summary:
The Private Client Group, Personal Lines Client Manager works closely with other members of the Private Client Group to deliver an outstanding customer service experience to our affluent customer base. In addition to working with our clients and their advisors on day to day service needs, the PCG Client Manager will be responsible for coordinating the renewal process, organizing client review meetings and negotiating renewals with our carrier partners. This is an outstanding opportunity for an enthusiastic and motivated individual to work within a growing practice group.

Its Responsibilities:

• Perform customer service tasks including; process policy changes, answer billing inquires and general coverage questions
• Coordinate the renewal process with other PCG team members including submission compilation, delivering schedules of insurance, scheduling renewal meetings and marketing negotiation with carriers.
• Work with management to continually improve our customer service offering through unique value added services
• Provide proactive risk management advice to current clients
• Identify and close potential cross-sell opportunities

Your Qualifications:

• Technical knowledge of personal lines insurance products

• Aptitude to understand and analyze personal lines of coverages, forms and policies

• Intermediate user of MS Office products, particularly Outlook, Word, Excel

• Exposure to and/or understanding of the unique needs of private/HNW clientele

• 3 years of experience handling middle market or HNW insureds

• Experience with HNW insurance carriers preferred

• Hands-on knowledge with Applied TAM, preferred

• Licensed P&C Producer preferred

Your Attributes:

• Excellent communication skills - both oral and written
• Ability to use technology to manage workflows and client communications
• Outstanding customer service skills
• Sincere interest in solving problems and developing lasting solutions
• Flexible when priorities and deadlines shift, and can juggle multiple assignments
• Adapts to change and manages stressful situations professionally
• Likes to work in and contribute to culture of teamwork and cooperation
• Demonstrates initiative and ability to work independently

To Apply:
Please include your resume and a cover letter when applying. No phone calls and direct candidates only, please.

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!