Personal Lines Client Success Manager (Hybrid)

Berry Insurance•Franklin, MA

12d•$70,000 - $80,000•Hybrid

About The Position

Join Team Berry Insurance! At Berry Insurance, we’re energetic, innovative, and yes, fun. We care deeply about our clients, our teammates, and our community. If you’re a compassionate, proactive, relationship-driven professional who enjoys helping people make smart decisions, you might be the perfect fit for our Personal Lines Client Success Manager (Hybrid) role. As a Personal Lines Client Success Manager, you’ll manage and grow an assigned book of business by delivering exceptional service, education, and support to help clients protect what matters most. This role is more than just servicing accounts, it’s about building relationships, anticipating needs, and helping clients make informed coverage decisions. You’ll also play an active role in supporting agency growth through client retention, coverage enhancement, relationship-building, account rounding, cross-selling, and new business opportunities.

Requirements

3–5 years of personal insurance agency experience
Active Massachusetts Property & Casualty license (required)
Strong communication, organization, and problem-solving skills
A proactive, adaptable, and team-oriented mindset
Commitment to accountability, integrity, and delivering an exceptional client experience

Nice To Haves

Experience with Applied EPIC is a plus

Responsibilities

Serve as the primary point of contact for your clients, delivering prompt, professional, and proactive service
Build strong relationships through active listening, education, and personalized recommendations
Assist clients with claims, billing questions, policy changes, and coverage reviews
Proactively reach out ahead of renewals to review coverage and identify opportunities for improvement
Monitor accounts for coverage gaps, rate changes, and remarketing opportunities
Identify and act on cross-sell and account rounding opportunities within your book of business
Maintain accurate, complete documentation in the agency management system
Respond to inbound inquiries and guide prospects through the quoting process
Present coverage options across multiple carriers, focusing on value and long-term fit
Re-engage past clients and support referral-driven opportunities
Build relationships with referral partners such as networking groups, mortgage brokers and real estate agents
Partner with teammates across departments to deliver a seamless client experience
Support agency initiatives, marketing efforts, and client education campaigns
Contribute to a positive, collaborative, and team-first culture.