Client Service Manager
About The Position
As a Client Service Manager, you'll be a trusted resource for clients, helping them navigate their insurance needs while delivering a high level of service and support. Your ability to build strong relationships, provide thoughtful recommendations, and resolve issues efficiently will contribute directly to client retention and agency growth. In this role, you'll partner with clients, carriers, underwriters, and internal team members to ensure policy needs are handled accurately and efficiently. You'll serve as a key point of contact throughout the client lifecycle, providing guidance, support, and proactive solutions that help clients feel confident in their coverage decisions.
Requirements
- High School Diploma or GED.
- At least 1 year of experience in a client service, administrative support, or related role.
- Knowledge of insurance products, coverage types, and industry practices.
- Strong customer service, communication, problem-solving, and organizational skills.
- Proficiency with Microsoft Office Suite and the ability to learn agency management systems.
- Ability to maintain confidentiality and handle sensitive client information professionally.
- Massachusetts Property & Casualty Insurance License, or the ability to obtain one after hire.
Nice To Haves
- 2 or more years of experience in a client service role within a Property & Casualty insurance agency.
- Associate's or Bachelor's degree in Business Administration or a related field.
- Active Massachusetts Property & Casualty Insurance License.
- Experience working directly with carriers and underwriters.
- Demonstrated success identifying cross-selling opportunities and supporting business growth objectives.
Responsibilities
- Deliver exceptional service by responding promptly to client inquiries, resolving concerns, and ensuring a positive client experience.
- Review insurance coverage and identify evolving client needs to recommend appropriate solutions.
- Collaborate with clients to tailor insurance programs that align with their unique requirements and risk profiles.
- Process policy changes, endorsements, renewals, and new business submissions accurately and efficiently.
- Coordinate with carriers, underwriters, and internal teams to expedite policy issuance and resolve complex service issues.
- Maintain accurate and organized client records within the agency management system.
- Identify opportunities to expand coverage and strengthen client relationships through additional products and services.
- Stay current on industry trends, product offerings, and regulatory requirements to provide informed guidance.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
- medical, dental, and vision insurance
- a 401(k) with company match
- personalized time off and company paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
