Personal Lines Insurance Client Success Manager
Berry Insurance Berry Insurance Franklin, MA Franklin, MA Full-time Full-time $60,000 - $70,000 a year $60,000 - $70,000 a year Position is hybrid, with 3 office days set in our Franklin, MA location Team Berry Insurance (if we say so ourselves) is energetic, innovative and straight-up fun.
We work well together and are passionate about our mission, values, and what we do.
Are you a compassionate individual with a strong desire to help others? Then the Personal Lines Client Success Manager position at Berry Insurance may be a fit for you! The objective of the Personal Lines Client Success Manager is to serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals.
Client Success Managers focus on growth within their current book of business while also backing up their co-workers.
This candidate should be self-driven, motivated, and organized with interpersonal and written/verbal communication skills.
Roles and
Responsibilities:
Adheres to agency procedures.
Adheres to working schedule of 2 days remote and 3 days in-office (rotational) Client Relations:
Answer all calls in a positive and upbeat manner Anticipate problems and proactively work to find a solution Stop, Listen, and Ask questions of clients in order to clearly understand their needs, build solid relationships, and identify ways to add additional value Identify and document in EPIC all client contacts with name, phone and email Document in EPIC personable data that will help you relate more to clients (i.
e.
pet names, favorite sports teams, etc.
) Set reminders in EPIC to reconnect with clients on special events to add extra positive touch-points (i.
e.
birthday, anniversary, etc.
) Set appropriate expectations for any follow-up responses and document EPIC as needed Responds to all phone and email messages before end of business day, even if just to say I'm working on it Provide outstanding service on all claims, billing questions and endorsement issues Work with third-parties on behalf of our client, even if outside the scope of normal job functions Policy Servicing:
Monitor and review expiration reports with minimum monthly meetings with Department Manager Remarket accounts when appropriate to serve the best interests of the client Prepares policy schedules and proposals as needed.
Review coverages, exposures and coverage gaps Identify opportunities to provide enhanced protection (i.
e.
additional policies, enhancement endorsements, increased limits, etc.
) Review future goals/plans with clients to anticipate and advise on upcoming insurance needs Remind clients of value-added services:
Learning Center/blog, mobile app, commercial lines capabilities, etc.
Respond to client needs by producing binders, RTAs, and other related items accurately and on-time.
Process endorsement requests through carrier websites, enters activities and prepares supporting documentation.
Handle non-pay notifications to clients, entering activities in EPIC and reaching out prior to cancellation date.
Assists clients with any billing questions or concerns.
Processes claims on the day received.
Follows-up with carrier to confirm receipt and updates agency management system with claim # and adjuster contacts.
Updates claim statuses as received from carrier.
New Business:
Quotes and issues new business and rewrites as needed.
Prepares policy schedules and proposals.
Maintains favorable relationship with underwriters and carrier representatives.
Meets with Department Manager to discuss carrier relations and underwriting, processing or claims issues.
Clearly and effectively communicate with clients to manage expectations both via the phone and email.
This includes taking a proactive approach.
Work to support the marketing team in the following ways:
Suggest blog, email, video and social media topics to the marketing department.
Share agency social media posts on personal social networks.
Participate in pictures and agency branding opportunities as needed.
Participate in videos when directed by video producer as needed.
Serves as a back up to department members when others are out or unavailable as needed.
Participate in agency's emergency line monthly rotation.
Skills and
Qualifications:
3-5 years personal insurance agency experience required Active Massachusetts Property & Casualty license required Excellent verbal communication skills Excellent writing skills Excellent interpersonal and presentations skills and the ability to work in a team and collaborative environment Attention to detail, critical-thinker and problem-solver Job Type:
Full-time Pay:
$60,000.
00 - $70,000.
00 per year
Benefits:
401(k) 401(k) matching Disability insurance Health insurance Paid time off Parental leave Work from home Supplemental pay types:
Bonus opportunities Weekly day range:
Monday to Friday Work setting:
Hybrid remote Office Ability to commute/relocate:
Franklin, MA 02038:
Reliably commute or planning to relocate before starting work (Required) License/Certification:
Massachusetts Property & Casualty Insurance License (Required) Work Location:
Hybrid remote in Franklin, MA 02038.
Estimated Salary: $20 to $28 per hour based on qualifications.
We work well together and are passionate about our mission, values, and what we do.
Are you a compassionate individual with a strong desire to help others? Then the Personal Lines Client Success Manager position at Berry Insurance may be a fit for you! The objective of the Personal Lines Client Success Manager is to serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals.
Client Success Managers focus on growth within their current book of business while also backing up their co-workers.
This candidate should be self-driven, motivated, and organized with interpersonal and written/verbal communication skills.
Roles and
Responsibilities:
Adheres to agency procedures.
Adheres to working schedule of 2 days remote and 3 days in-office (rotational) Client Relations:
Answer all calls in a positive and upbeat manner Anticipate problems and proactively work to find a solution Stop, Listen, and Ask questions of clients in order to clearly understand their needs, build solid relationships, and identify ways to add additional value Identify and document in EPIC all client contacts with name, phone and email Document in EPIC personable data that will help you relate more to clients (i.
e.
pet names, favorite sports teams, etc.
) Set reminders in EPIC to reconnect with clients on special events to add extra positive touch-points (i.
e.
birthday, anniversary, etc.
) Set appropriate expectations for any follow-up responses and document EPIC as needed Responds to all phone and email messages before end of business day, even if just to say I'm working on it Provide outstanding service on all claims, billing questions and endorsement issues Work with third-parties on behalf of our client, even if outside the scope of normal job functions Policy Servicing:
Monitor and review expiration reports with minimum monthly meetings with Department Manager Remarket accounts when appropriate to serve the best interests of the client Prepares policy schedules and proposals as needed.
Review coverages, exposures and coverage gaps Identify opportunities to provide enhanced protection (i.
e.
additional policies, enhancement endorsements, increased limits, etc.
) Review future goals/plans with clients to anticipate and advise on upcoming insurance needs Remind clients of value-added services:
Learning Center/blog, mobile app, commercial lines capabilities, etc.
Respond to client needs by producing binders, RTAs, and other related items accurately and on-time.
Process endorsement requests through carrier websites, enters activities and prepares supporting documentation.
Handle non-pay notifications to clients, entering activities in EPIC and reaching out prior to cancellation date.
Assists clients with any billing questions or concerns.
Processes claims on the day received.
Follows-up with carrier to confirm receipt and updates agency management system with claim # and adjuster contacts.
Updates claim statuses as received from carrier.
New Business:
Quotes and issues new business and rewrites as needed.
Prepares policy schedules and proposals.
Maintains favorable relationship with underwriters and carrier representatives.
Meets with Department Manager to discuss carrier relations and underwriting, processing or claims issues.
Clearly and effectively communicate with clients to manage expectations both via the phone and email.
This includes taking a proactive approach.
Work to support the marketing team in the following ways:
Suggest blog, email, video and social media topics to the marketing department.
Share agency social media posts on personal social networks.
Participate in pictures and agency branding opportunities as needed.
Participate in videos when directed by video producer as needed.
Serves as a back up to department members when others are out or unavailable as needed.
Participate in agency's emergency line monthly rotation.
Skills and
Qualifications:
3-5 years personal insurance agency experience required Active Massachusetts Property & Casualty license required Excellent verbal communication skills Excellent writing skills Excellent interpersonal and presentations skills and the ability to work in a team and collaborative environment Attention to detail, critical-thinker and problem-solver Job Type:
Full-time Pay:
$60,000.
00 - $70,000.
00 per year
Benefits:
401(k) 401(k) matching Disability insurance Health insurance Paid time off Parental leave Work from home Supplemental pay types:
Bonus opportunities Weekly day range:
Monday to Friday Work setting:
Hybrid remote Office Ability to commute/relocate:
Franklin, MA 02038:
Reliably commute or planning to relocate before starting work (Required) License/Certification:
Massachusetts Property & Casualty Insurance License (Required) Work Location:
Hybrid remote in Franklin, MA 02038.
Estimated Salary: $20 to $28 per hour based on qualifications.
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