Fred C. Church Insurance, a leading independent insurance broker to educational institutions nationwide, seeks two client managers (CM) to join its Education Team. Our client seeks customer-focused professionals who will act as business partners to the firm’s education clients. Fred C. Church clients are mission-driven organizations that change lives and make a difference in the world. The CM on the education team serves as a trusted thought partner to independent schools, colleges and universities, and outdoor and adventure organizations.
The Client Manager will be a team player who takes pride in delivering exceptional customer service. Adaptable and responsive to clients and colleagues alike, the Client Manager will work collaboratively to build durable relationships. We seek to attract candidates who have an understanding of the administrative and risk environments within the education industry. While insurance experience is preferred, Fred C. Church values professionals who possess a natural curiosity and who bring a learning mindset to the work.
Elicit trust by effectively prioritizing work, anticipating needs, and reliably completing tasks.
Manage new and renewal policy applications to ensure timely and accurate insurance coverage.
Identify and analyze exposures and obtain underwriting information while adhering to Commercial Guidelines.
Provide proactive risk management advice to current clients.
Maintain productive professional relationships with both clients and colleagues.
Prepare accurate policy summaries and claim reports as needed.
Work closely with internal departments to achieve the best outcome for client and agency.
Pursue and achieve professional development goals, including appropriate insurance designations.
Follow all internal procedures and carefully document all client activity.
Escalate client issues appropriately to Team Leader.
Understand potential for errors or omissions and seek guidance when necessary.
Interested candidates, please contact:
Conley Search Group Education Practice
Peter G. Hamilton at firstname.lastname@example.org or (617) 620-9268 or
Christian G. Henry at email@example.com or (857) 285-3364
**All inquiries are treated as confidential.**
Strong analytical mindset and outstanding customer service orientation.
Excellent communication skills, both oral and written.
Consistent attention to detail and accuracy in all aspects of work.
Adapt to change, juggle multiple assignments and shifting deadlines, and manage stressful situations in a professional manner.
Demonstrate initiative, accountability and the ability to work independently and across a team.
Experienced user of MS Office – Outlook, Word, Excel, PowerPoint.
Experience with an agency or carrier handling commercial accounts
Exposure to the administrative and risk environments within the education industry
Knowledge of underwriting procedures, rating plans and state and federal insurance laws
Professional designation(s) - CIC, AAI, CPCU, ARM
Licensed Property and Casualty Producer, or willingness to successfully obtain license
Facility with the Applied EPIC insurance agency management system, or demonstrated ability to quickly learn new computer systems
Additional Salary Information: Fred C. Church is an employee-owned company and equal opportunity employer that values diversity. We are committed to creating an inclusive environment for all employees. This position offers a competitive salary and benefits package.
About Fred C. Church
Fred C. Church is one of the top 100 full-service, privately held insurance brokerages in the United States. We offer property & casualty and employee benefits solutions, risk management consulting services, and private client asset protection. With over 155 years of industry experience, multiple locations throughout New England and Colorado, and 165 full-time insurance professionals, risk consultants, and claims advocates, we deliver a superior customer experience. Through our hands-on approach, strategically developed to identify, assess, and address risk, we provide personal and business clients of any size and specialty with the advice and guidance they need to make informed decisions about their insurance.