Client Service Manager

Patriot Growth Insurance Services |
Milford, MA |
In Office |
Full-Time

As a Client Service Manager, you'll be a trusted resource for clients, helping them navigate their insurance needs while delivering a high level of service and support. Your ability to build strong relationships, provide thoughtful recommendations, and resolve issues efficiently will contribute directly to client retention and agency growth.

In this role, you'll partner with clients, carriers, underwriters, and internal team members to ensure policy needs are handled accurately and efficiently. You'll serve as a key point of contact throughout the client lifecycle, providing guidance, support, and proactive solutions that help clients feel confident in their coverage decisions.

• Deliver exceptional service by responding promptly to client inquiries, resolving concerns, and ensuring a positive client experience.
• Review insurance coverage and identify evolving client needs to recommend appropriate solutions.
• Collaborate with clients to tailor insurance programs that align with their unique requirements and risk profiles.
• Process policy changes, endorsements, renewals, and new business submissions accurately and efficiently.
• Coordinate with carriers, underwriters, and internal teams to expedite policy issuance and resolve complex service issues.
• Maintain accurate and organized client records within the agency management system.
• Identify opportunities to expand coverage and strengthen client relationships through additional products and services.
• Stay current on industry trends, product offerings, and regulatory requirements to provide informed guidance.

• Client-focused and committed to creating positive experiences through responsive, professional service.
• Relationship-oriented with the ability to build trust and credibility with clients and carrier partners.
• Organized and detail-oriented, with the ability to manage multiple priorities effectively.
• A proactive problem solver who takes ownership of issues and drives them to resolution.
• An effective communicator who can explain coverage information clearly and confidently.
• Collaborative and supportive, contributing to team success and shared goals.
• Committed to continuous learning and professional growth within the insurance industry.

• High School Diploma or GED.
• At least 1 year of experience in a client service, administrative support, or related role.
• Knowledge of insurance products, coverage types, and industry practices.
• Strong customer service, communication, problem-solving, and organizational skills.
• Proficiency with Microsoft Office Suite and the ability to learn agency management systems.
• Ability to maintain confidentiality and handle sensitive client information professionally.
• Massachusetts Property & Casualty Insurance License, or the ability to obtain one after hire.

• 2 or more years of experience in a client service role within a Property & Casualty insurance agency.
• Associate's or Bachelor's degree in Business Administration or a related field.
• Active Massachusetts Property & Casualty Insurance License.
• Experience working directly with carriers and underwriters.
• Demonstrated success identifying cross-selling opportunities and supporting business growth objectives.

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.

Highlights Include:

• 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 make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your…