Client Service Representative (CSR) – Massachusetts

Client Service Representative (CSR)

Overview
Wheeler & Taylor is seeking a Client Service Representative to support our growing client base and account management team. This role is ideal for someone who is detail-oriented, organized, and passionate about delivering a high level of service in a professional insurance environment. You’ll play a key role in maintaining strong client relationships and ensuring day-to-day servicing needs are handled accurately and efficiently.

Responsibilities

• Serve as a primary point of contact for client service requests
• Assist with policy changes, endorsements, certificates, and general account maintenance
• Communicate with carriers to obtain information, process requests, and resolve issues
• Support Account Managers and Producers with documentation and client follow-up Maintain accurate records within agency management systems
• Respond to client inquiries in a timely, professional manner
• Help ensure a smooth onboarding experience for new clients

Qualifications

• Strong communication and organizational skills
• Attention to detail and ability to manage multiple tasks
• Previous experience in insurance or client service preferred, but not required
• Proficiency with computers and basic office software
• Ability to work collaboratively in a team environment
• A proactive mindset and commitment to high-quality service

What We Offer

• A supportive, team-oriented environment
• Opportunities for professional development and growth
• Exposure to a wide range of personal and commercial insurance accounts
• Long-term career potential within an established firm