Personal Lines Client Service Manager

Personal Lines Client Service Representative

Location: Abott Run , RI (Hybrid)

Position Overview

The Personal Lines Client Service Manager (CSM) supports clients by delivering responsive, accurate service on personal insurance matters via phone, email, and scheduled appointments.

Key Responsibilities

• Respond to client inquiries and service needs promptly and professionally

• Document client interactions per company standards

• Utilize agency systems and rating software efficiently

• Address billing, claims intake, and policy coverage questions

• Meet call and service goals; contribute to upsell/rounding efforts

Requirements

• 1+ year experience in P&C insurance (3+ years preferred)

• Active MA P&C license or ability to obtain within 2 years

• High school diploma or equivalent

• Proficient in Microsoft Office

• Strong communication and interpersonal skills

• Must be able to support required schedule (including virtual rotations)

Benefits

• Medical, Dental, Vision

• FSA, HSA, Commuter Programs

• Company-paid STD, LTD, and Life Insurance

• Employee Assistance Program

• Paid Parental Leave, Holidays, and PTO

• 401(k) with company match