Personal Lines Client Service Manager

Personal Lines Client Service Representative

Location: New Bedford, MA (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