Summit Bridge Partners
Personal Lines Client Service Manager
Summit Bridge Partners, New Bedford, Massachusetts, us, 02746
Personal Lines Client Service Representative
Location:
New Bedford, MA (Hybrid) Position Overview The Personal Lines Client Service Manager (CSM) supports clients by delivering responsive, accurate service on personal insurance matters via phone, email, and scheduled appointments. Key Responsibilities
Respond to client inquiries and service needs promptly and professionally
Document client interactions per company standards
Utilize agency systems and rating software efficiently
Address billing, claims intake, and policy coverage questions
Meet call and service goals; contribute to upsell/rounding efforts
Requirements
1+ year experience in P&C insurance (3+ years preferred)
Active MA P&C license or ability to obtain within 2 years
High school diploma or equivalent
Proficient in Microsoft Office
Strong communication and interpersonal skills
Must be able to support required schedule (including virtual rotations)
Benefits
Medical, Dental, Vision
FSA, HSA, Commuter Programs
Company-paid STD, LTD, and Life Insurance
Employee Assistance Program
Paid Parental Leave, Holidays, and PTO
401(k) with company match
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Location:
New Bedford, MA (Hybrid) Position Overview The Personal Lines Client Service Manager (CSM) supports clients by delivering responsive, accurate service on personal insurance matters via phone, email, and scheduled appointments. Key Responsibilities
Respond to client inquiries and service needs promptly and professionally
Document client interactions per company standards
Utilize agency systems and rating software efficiently
Address billing, claims intake, and policy coverage questions
Meet call and service goals; contribute to upsell/rounding efforts
Requirements
1+ year experience in P&C insurance (3+ years preferred)
Active MA P&C license or ability to obtain within 2 years
High school diploma or equivalent
Proficient in Microsoft Office
Strong communication and interpersonal skills
Must be able to support required schedule (including virtual rotations)
Benefits
Medical, Dental, Vision
FSA, HSA, Commuter Programs
Company-paid STD, LTD, and Life Insurance
Employee Assistance Program
Paid Parental Leave, Holidays, and PTO
401(k) with company match
#J-18808-Ljbffr