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Summit Bridge PartnersNew Bedford, MA, United States
14 days ago
Job type
Full-time
Job description
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)