Client Service Manager role focusing on delivering excellent service to personal lines clients. Involves using in-depth knowledge to provide recommendations and problem-solving access.
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.
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)
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.
Benefits
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
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