Client Service Manager

1 day ago

Boston, United States Patriot Growth Insurance Services Full time
About FBinsure, A Division of Patriot Growth Insurance Services: 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.

Position Overview: 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.

Work Arrangement: This is a full-time, hybrid position reporting to our office located in Middleboro, MA. Computer equipment will be provided by the company upon hire.

Professional 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.
Qualifications and 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
About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
  • 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)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

  • Client Services Manager

    3 weeks ago

    Boston, Massachusetts, United States BAYADA Full time

    Job Summary:BAYADA Home Health Care is seeking a highly skilled and dedicated Client Services Manager to join our team. As a Client Services Manager, you will be responsible for providing exceptional customer service and quality home care to our clients.Key Responsibilities:Manage the coordination of client services and emergent scheduling issuesGrow and...

  • Client Services Manager

    4 months ago

    Boston, United States Gupta Media Full time

    Job DescriptionJob DescriptionSalary: Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) and recorded music (Sony Music, Universal Music & Disney are all clients). We have...

  • Client Services Manager

    12 hours ago

    Boston, United States Virtual Full time

    Welcome to Vaco – an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative freedom rings.   Since 2002, we have expanded to more than 40 locations, and we have no plans of slowing down anytime soon. We are seeking big thinkers to lead us into the future and explore the...

  • Account Manager, Client Services

    4 weeks ago

    Boston, United States 829 Studios Full time

    The Account Manager is a client-facing marketing manager role on the Client Services team. This role creates and implements the strategy of sophisticated digital marketing programs and campaigns for our B2B and B2C clients. Working both as an individual contributor and collaboratively with a team, this role is responsible for the implementation and execution...

  • Client Service Manager Trainee

    1 day ago

    Boston, Massachusetts, United States GGB - Global Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Client Service Manager Trainee to join our global brokerage team at GGB - Global. As a key member of our team, you will play a crucial role in providing exceptional service to our clients and supporting the growth of our business.Key ResponsibilitiesWork cross-functionally to provide...

  • Wealth Manager Client Service Associate

    4 weeks ago

    Boston, United States Citizens Financial Group, Inc. Full time

    Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are continuing to look for talented individuals with a demonstrated track record of deliver Client Service, Manager, Wealth, Associate, Service, Client Relations, Retail

  • Wealth Manager Client Service Associate

    4 weeks ago

    Boston, United States Citizens Full time

    Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are continuing to look for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty to join our...

  • Client Services Associate

    1 month ago

    Boston, United States SDL Search Partners Full time

    Client Service AssociateEstablished regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles.This role sits in the downtown Boston office and will have a hybrid schedule. Excellent opportunity to learn from high-performing...

  • Client Services Associate

    4 days ago

    boston, United States SDL Search Partners Full time

    Client Service AssociateEstablished regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles.This role sits in the downtown Boston office and will have a hybrid schedule. Excellent opportunity to learn from high-performing...

  • Client Service Rep

    1 week ago

    Boston, United States US Tech Solutions, Inc. Full time

    Duration: 6 months contract Job Description: Working under direct supervision, as a Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships by understanding your clients and their needs. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the...

  • Client Service Analyst

    2 weeks ago

    Boston, United States Lake Street Advisors Group, LLC. Full time

    Career Opportunities with Lake Street Advisors Group LLC A great place to work. Lake Street Advisors is looking for a bright and motivated Client Service Analyst to join our growing multi-family wealth management firm. The Client Service Analyst primarily works with our wealth advisory team by serving in a centralized client service role on our Operations...

  • Client Service Rep

    6 days ago

    Boston, United States US Tech Solutions Full time

    JOB DESCRIPTION Working under direct supervision, as a Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships by understanding your clients and their needs. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for...

  • Client Services Specialist

    2 weeks ago

    Boston, United States IANS Full time

    Client Services Specialist**The position is based in Boston, with the expectation to come into the office at 2-3 times per week.Position DescriptionThe Client Services Specialist (CSS) is the perfect foundation for someone looking to start their career in a multi-faceted role in Information Security customer service and operations. The focus is acting as a...

  • Client Services Specialist

    2 weeks ago

    Boston, United States TBWA\Chiat\Day Full time

    The position is based in Boston, with the expectation to come into the office at 2-3 times per week. Position Description The Client Services Specialist (CSS) is the perfect foundation for someone looking to start their career in a multi-faceted role in Information Security customer service and operations. The focus is acting as a point person throughout the...

  • Senior Account Manager, Client Services

    2 months ago

    Boston, United States 829 Studios Full time

    Job DescriptionJob DescriptionThe Senior Account Manager will serve as the primary point of contact for assigned clients and will be responsible for managing and growing these relationships for 829’s B2B, B2C, and D2C clients. Working both as an individual contributor and collaboratively with a team, this role is responsible for the implementation and...

  • Client Services Specialist

    1 month ago

    Boston, United States IANS Full time

    Client Services Specialist**The position is based in Boston, with the expectation to come into the office at 2-3 times per week.Position Description The Client Services Specialist (CSS) is the perfect foundation for someone looking to start their career in a multi-faceted role in Information Security customer service and operations. The focus is acting as a...

  • Specialist, Client Service

    2 weeks ago

    BOSTON, United States Charles Schwab Full time

    Position Type: RegularYour opportunityCharles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing...

  • Specialist, Client Service

    2 weeks ago

    BOSTON, United States Charles Schwab Full time

    Position Type: RegularYour opportunityCharles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing...

  • Specialist, Client Service

    2 weeks ago

    Boston, United States Charles Schwab Full time

    Position Type: RegularYour opportunityCharles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing...

  • Client Service Associate

    3 days ago

    Boston, Massachusetts, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with the opening and maintenance of client accounts, and perform various administrative tasks.Key ResponsibilitiesAssist Financial Advisors with client...