Customer Service Representative (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • South Windsor, CT

1d • Hybrid

About The Position

We are seeking a client-focused Personal Lines Customer Service Representative to support day-to-day servicing of commercial insurance accounts. This role is responsible for handling client inquiries, processing policy changes, and assisting with claims to ensure a seamless client experience. The ideal candidate is detail-oriented, responsive, and able to manage multiple priorities in a fast-paced environment. This position plays a key role in supporting client retention and delivering high-quality service.

Requirements

• 2-3 years of experience in customer service or account support within personal lines insurance.
• High school diploma or equivalent required; associate or bachelor�s degree preferred.
• Experience with policy servicing, quoting, or claims handling in a personal lines environment preferred.
• Proficient with agency management systems and Microsoft Office Suite.
• Strong interpersonal and communication skills, both written and verbal.
• Ability to manage multiple priorities, maintain accuracy, and meet deadlines in a fast-paced environment.
• Proven ability to build and maintain effective relationships with clients, carriers, and internal teams.
• Authorized to work in the U.S. without sponsorship.

Nice To Haves

• associate or bachelor�s degree preferred
• Experience with policy servicing, quoting, or claims handling in a personal lines environment preferred.

Responsibilities

• Serve as a primary point of contact for client inquiries, providing timely and professional support via phone, email, and in person.
• Process policy changes, endorsements, renewals, and new business transactions accurately and in accordance with carrier guidelines.
• Assist clients with claims by facilitating submissions, providing updates, and coordinating with adjusters and carriers.
• Maintain accurate client records and policy documentation within the agency management system.
• Communicate proactively with clients regarding policy updates, billing, and coverage details.
• Collaborate with Account Managers, Producers, and underwriting teams to resolve client issues and support service needs.
• Ensure compliance with agency procedures, carrier requirements, and industry regulations.
• Build and maintain strong client relationships to support retention and overall satisfaction.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA), 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) with employer match

What This Job Offers

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