Select Customer Relationship Manager jobs in Lowell, MA

Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Client Manager, Select Team - Lowell, MA
  • FCC
  • Lowell, MA FULL_TIME
  • Our Role:

    The Client Manager on the Select Team (smaller, independent and family businesses ) is responsible for managing new and renewal policies to ensure timely and accurate coverage while providing superior customer service to clients in accordance with Commercial Guidelines.  The role provides a great opportunity to work with a wide variety of clients and a high-functioning team.

    This role is based in our spacious Lowell, MA headquarters.  Amenities include free parking, fun and smart colleagues, free on-site workout room, easy access from major highways, and within walking distance to the Bruce Freeman rail-trail and retail stores.  Fred C. Church offers its employees a three-two hybrid office-home schedule.

    Its Responsibilities:

    • Identifies exposures, obtain underwriting information and provide appropriate insurance coverages for clients
    • Responds in a timely manner to client, underwriter and internal department requests
    • Analyzes exposures for new and renewal clients
    • Prepares comprehensive submissions for marketing
    • Knows when to escalate issues and ask for assistance
    • Coordinates customer service with the Client Executive (producer)
    • Prepares accurate policy summaries and claim reports as needed
    • Works closely with internal departments: Claims, Sales, Service & Support, and Accounting to achieve best outcomes for both the client and agency
    • Documents all activity carefully
    • Understands the potential for errors or omissions and seeks guidance when necessary
    • Continue professional development and establish education goal with timeline for completion

    Your Qualifications:

    • Licensed P&C Producer
    • Experience and the desire to work with small businesses and their insurance needs
    • Minimum 3-5 years working with an agency or carrier, handling commercial accounts
    • Appropriate professional designation(s) - CIC, AAI, CPCU, ARM a plus
    • Strong knowledge of underwriting procedures, rating plans and state and federal insurance laws
    • Understands and can analyze commercial lines coverages, forms and policies
    • Intermediate user of MS Office products, particularly Outlook, Word, Excel

    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

     

    We invite you to include a cover letter with your application.  No phone calls about the status of this position, 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!

  • 2 Days Ago

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Pharmacy Relationship Manager
  • America's Pharmacy Group, LLC
  • Bedford, MA OTHER
  • Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great op...
  • 1 Day Ago

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Dealer Relationship Manager
  • JEANNE DARC CREDIT UNION
  • Lowell, MA OTHER
  • Job Details Job Location: Merrimack Street - Lowell, MA Salary Range: $60,644.41 - $90,966.62 Salary/month DescriptionJeanne DArc Credit Union offers competitive wages, excellent benefits, a pleasant ...
  • 8 Days Ago

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Pharmacy Relationship Manager
  • America's Pharmacy Group, LLC
  • Lowell, MA OTHER
  • Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great op...
  • 2 Months Ago

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Digital Business Relationship Manager – Human Resources
  • Cabot Corporation
  • Billerica, MA FULL_TIME
  • Your Role at Cabot Cabot Corporation is seeking a Digital Business Relationship Manager (BRM) to join the Digital organization at our Billerica, MA business and technology center. The Human Resources ...
  • 21 Days Ago

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Account Coordinator, Commercial Lines, Select Team
  • AssuredPartners
  • Lowell, MA OTHER
  • Overview The Account Coordinator with the Fred C. Church Commercial Select Team is responsible for verifying the accuracy of new and renewal policies, endorsements, audits and cancellations in accorda...
  • 20 Days Ago

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0 Select Customer Relationship Manager jobs found in Lowell, MA area

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Customer Relationship Manager
  • Centripetal Networks Inc.
  • Portsmouth, NH
  • ****Thank you for visiting our careers page.**** **Centripetal is looking for smart, talented and passionate individuals...
  • 3/28/2024 12:00:00 AM

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Full time Customer Experience manager
  • Michaels Stores
  • Grafton, MA
  • Full time Customer Experience manager page is loaded **Full time Customer Experience manager** **Full time Customer Expe...
  • 3/28/2024 12:00:00 AM

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Senior Manager, Customer Service Operations
  • Hydrow, Inc.
  • Boston, MA
  • ???? **Privacy Notice** **Senior Manager, Customer Service Operations** Boston, MA / Member Services / Full-Time **WHO W...
  • 3/28/2024 12:00:00 AM

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Customer Experience Manager
  • Michaels Stores
  • Boston, MA
  • Customer Experience Manager page is loaded **Customer Experience Manager** **Customer Experience Manager** locationsSton...
  • 3/27/2024 12:00:00 AM

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Customer Support Manager
  • Pison Technology, Inc.
  • Boston, MA
  • **Customer Support Manager** at Pison Boston, MA Pison is creating the next generation of neural interfaces that focus o...
  • 3/27/2024 12:00:00 AM

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Customer Success Manager
  • Workhuman
  • Framingham, MA
  • Job Description: The Opportunity: We are looking for an innovative and determined Customer Success Manager to ensure our...
  • 3/26/2024 12:00:00 AM

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Customer Support Manager
  • Biofourmis
  • Needham, MA
  • Biofourmis brings the right care to every person, no matter where they are. The company's AI-driven solution collects an...
  • 3/26/2024 12:00:00 AM

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Senior Customer Success Manager - Remote - USA
  • Careerbuilder
  • Boston, MA
  • FullStack is the fastest-growing software consultancy in the Americas. We help organizations like Uber, GoDaddy, MGM, Si...
  • 3/25/2024 12:00:00 AM

Lowell is a city in the U.S. Commonwealth of Massachusetts. Located in Middlesex County, Lowell (along with Cambridge) was a county seat until Massachusetts disbanded county government in 1999. With an estimated population of 109,945 in 2014, it is the fourth-largest city in Massachusetts, and the second-largest in the Boston metropolitan statistical area. The city is also part of a smaller Massachusetts statistical area called Greater Lowell, as well as New England's Merrimack Valley region. Incorporated in 1826 to serve as a mill town, Lowell was named after Francis Cabot Lowell, a local fi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$86,567 to $123,391
Lowell, Massachusetts area prices
were up 1.6% from a year ago