Personal Lines Client Service Manager

Patriot Growth Insurance Services | East Providence, RI | Hybrid | Full-Time Why This Role Matters

As a Personal Lines Client Service Manager, you'll be a trusted resource for clients navigating important insurance decisions that help protect their homes, vehicles, and personal assets. Your ability to provide knowledgeable guidance, responsive support, and exceptional service will strengthen client relationships and contribute to long-term retention and growth.

• Deliver outstanding service to personal lines clients by responding promptly and professionally to inquiries by phone, email, and scheduled appointments.
• Guide clients through policy questions, billing concerns, coverage options, and insurance-related decisions with confidence and accuracy.
• Maintain thorough and accurate documentation within agency management systems to support compliance and operational excellence.
• Navigate agency management and rating systems efficiently to provide timely policy servicing and coverage recommendations.
• Support claims reporting by taking first reports of loss when needed and helping ensure clients receive appropriate assistance.
• Identify opportunities to round out accounts and introduce additional products or coverages that align with client needs.
• Meet established client contact and service goals while maintaining a high standard of professionalism and responsiveness.

• Passionate about delivering exceptional client experiences and building lasting relationships.
• A clear and confident communicator who can explain insurance concepts in an easy-to-understand manner.
• Organized and detail-oriented, with the ability to manage multiple responsibilities effectively.
• Resourceful and solutions-focused when addressing client questions or challenges.
• Comfortable working in a fast-paced environment where responsiveness and accuracy matter.
• A collaborative team player who supports colleagues and contributes to overall agency success.
• Motivated to learn, grow, and develop your expertise within the insurance industry.

• High School Diploma or GED.
• At least one year of experience in the Property & Casualty insurance industry.
• Strong customer service, interpersonal, and communication skills, both written and verbal.
• Proficiency with Microsoft Office Suite and related technology applications.
• Ability to establish and maintain effective working relationships with clients and colleagues.
• Availability to work standard business hours from 8:00 AM to 5:00 PM, including required virtual Thursday evening and Saturday rotation schedules.
• Authorization to work in the United States without sponsorship.

• Three or more years of client service, account management, or insurance-related experience.
• Active Massachusetts Property & Casualty Insurance License.
• Ability and willingness to obtain a Massachusetts Property & Casualty Insurance License within two years of hire.
• Experience using agency management systems, insurance rating platforms, and carrier websites.
• Previous success identifying account rounding and cross-selling opportunities.
• Knowledge of personal lines insurance products, coverages, billing processes, and claims procedures.

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and…