MPB Insurance & Risk Services, a division of Mid Penn Bancorp Inc., is hiring a full-time Client Relationship Manager in Harrisburg, PA.

We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. We are committed to diversity, equity, and inclusion. People from underrepresented communities, Veterans, individuals with disabilities, and bilingual candidates are strongly encouraged to apply.

At MPB Insurance & Risk Services, we are building a winning culture - a culture that puts our team members first and empowers them to advocate for our clients. Investing in education and technology to equip you with the tools and resources necessary to be successful. To win and ensure our future success we must invest in our team. We believe in building employment partnerships based on trust and shared values. MPB Insurance & Risk Services is growing and we are looking for team members who want to build their career with us!

Position Overview

The Client Relationship Manager will work closely with the Director of Risk Services to close new business, service existing accounts and facilitate client renewals. This individual will be responsible for supporting agency growth and account retention goals by providing extraordinary client service, proactively expanding client relationships, and marketing the benefits of services provided. The Client Relationship Manager will also provide operations support to the team by maintaining client records, ensuring proper documentation, responding to inquiries, and processing account transactions.

Essential Duties and Responsibilities

• Completes the day-to-day maintenance and servicing of assigned accounts.
• Achieves assigned agency growth and account retention goals.
• Cross sells and markets agency services; places new and renewal accounts as appropriate.
• Applies problem solving techniques to various issues concerning cancellations, claims, renewal issues, and carrier issues.
• Builds and fosters relationships with clients, carrier marketing representatives and underwriters.
• Maintains and updates client files, ensures proper documentation, and processes all endorsement changes, invoices, binders, certificates of insurance, documentation, and activities in a timely manner.
• Responds to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.
• Participates in courses for insurance/sales skills. Maintains current knowledge of underwriting requirements of carriers. Keeps current with industry trends by reading appropriate journals and company bulletins.
• Demonstrates strong communication skills through effective verbal and/or written exchanges, active listening and respectful responses.
• Handles escalated or difficult client service issues with tact and diplomacy, even in the absence of the Director. Strives to resolve problems with a win/win solution.
• Follows established agency workflows with a high level of accuracy and attention to detail.
• Demonstrates excellent computer and technical skills; has a strong aptitude and willingness for learning new systems.
• Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
• Strives to increase knowledge and/or enhance skills through continuing education.

Education & Qualifications

• Property & Casualty Insurance License
• Working towards or completion of CISR or CIC designation strongly preferred
• Knowledge of all lines of commercial insurance, including sophisticated and less common coverage options
• Thorough knowledge of agency operations including claims handling, procedures, carrier rating, agency management systems and applicable insurance laws/codes
• Familiarity with risk assessment and risk management techniques
• Experience using Applied Epic or similar customer relationship management system strongly preferred
• Bachelor’s Degree (or equivalent work experience) strongly preferred

Skill(s)

Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; a thorough knowledge of the features and benefits of commercial insurance products; proficient PC skills, including knowledge of word processing, database, and spreadsheet programs; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 40 lbs. or less; visual, auditory and speaking skills; valid driver’s license is required.

Mid Penn Bank offers rewarding career opportunities, competitive wages, great incentives and benefits.

Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.

Equal Opportunity Employer–Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity