Client Service Manager

3 weeks ago


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

About Patriot Growth Insurance Services, a leader in insurance and risk solutions, we strive to continually improve our products and services to meet our clients' needs.

Our mission is to provide excellent service to clients in a professional and pleasant manner, using in-depth knowledge of company offerings to provide recommendations, explanations, and problem-solving.


Position Overview :

The Personal Lines Client Service Manager is responsible for providing exceptional client experiences on all inquiries and questions, primarily via email and phone, and appointments.

Maintain accurate 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)

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.

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