Client Success Manager

Leader Insurance, a wholly owned subsidiary of Leader Bank, is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $2 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
We are currently seeking a Client Success Manager responsible for providing excellent customer service to our clients. This is an exciting opportunity to join a new agency and contribute your ideas to help us grow!
Responsibilities

• Assume daily servicing responsibility of assigned client relationships in accordance with agency standards and workflows. Servicing duties include renewals, providing summaries, ordering, and issuing binders, certificates, and policies.
• Inform and educate clients on their insurance needs.
• Monitor and manage the renewal process for assigned clients.
• Resolve billing issues and service request in a timely manner.
• Continually seek cross-sell opportunities and suggest new lines of coverage.
• Communicate and partner with insurance carriers to ensure we are delivering the best client experience.
• Possess a thorough understanding of current products and services offered by the various insurance companies.
• May be required to perform other duties as assigned, including supporting sales development and planning work that supports the business success.

Qualifications

• Property/casualty producer's license required.
• Working knowledge of rating and underwriting personal lines products.
• Knowledge of property and casualty products and agency carriers.
• Agency experience preferred.
• Experience using AMS 360 or a similar management system
• Proven ability to provide a high level of customer service
• Ability to make independent decisions
• Motivated and enthusiastic team player
• Some commercial experience preferred

Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.
Leader Bank is an E-Verify® participant.* For more information, click on the links below:
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