Insurance Client Service Manager

2 weeks ago


Boston, Massachusetts, United States Patriot Growth Insurance Services Full time
About Us

Patriot Growth Insurance Services is a leading national insurance services firm that partners with employee benefits and property and casualty agencies across the United States.

Job Overview

We are seeking a highly skilled and customer-focused Client Service Manager to join our team. As a Client Service Manager, you will be responsible for providing exceptional service to our personal lines clients, ensuring their needs are met and exceeded.

Key Responsibilities
  • Provide timely and accurate responses to client inquiries and questions via email, phone, and appointments.
  • Maintain accurate and up-to-date documentation in accordance with company guidelines.
  • Navigate our 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 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.
Requirements
  • 3 years of experience in the insurance industry 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).
What We Offer
  • Competitive salary.
  • Comprehensive health and welfare program to employees, family members, and domestic partners.
  • 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).
About Patriot Growth Insurance Services

Patriot Growth Insurance Services is an equal opportunity employer 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.



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