Client Service Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Cumberland, RI

5d • Hybrid

About The Position

FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients needs, allowing us to share our prosperity with our employees and our communities. The Personal Lines Client Service Manager (CSM) is responsible for providing excellent service to clients in a professional and pleasant manner. Individuals use their in-depth knowledge of company offerings to provide recommendations, explanations, and problem-solving to our clients.

Requirements

• 3 years' experience preferred
• At Least 1 year of experience in the P&C insurance industry
• High School Diploma/ GED
• Active Massachusetts Property & Casualty Insurance license (must obtain within 2 years of hire)
• Hours 8:00 to 5:00 PM with an optional hybrid WFH rotating schedule
• Required virtual Saturday and Thursday night rotation
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

Responsibilities

• Provide an excellent client experience to personal lines clients on all inquiries and questions, primarily via email and phone, and appointments.
• Maintain appropriate documentation in accordance with guidelines.
• Navigate agency management system and rating software with ease and efficiency.
• Provide timely and accurate resolution to all billing related questions.
• Take first reports of claims, when the claims team is unavailable.
• Answer all policy and insurance specific questions in a positive and professional manner.
• Achieve estimated client monthly call goals.
• Actively attempt to upsell/round accounts to meet team goals.
• Answer specific coverage questions that require rating.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED