Patriot Growth Insurance Services, LLC · 1 day ago
Client Service Manager (Hybrid)
Middleboro, MA
Full-time
Hybrid
Mid Level
$50K/yr - $70K/yr
3+ years expPatriot Growth Insurance Services is a leader in providing insurance and risk solutions for clients. The Personal Lines Client Service Manager (CSM) is responsible for delivering excellent service to clients, utilizing in-depth knowledge of company offerings to address inquiries and resolve issues.
Employee BenefitsInsuranceProperty Insurance
No H1B
Responsibilities
Provide an excellent client experience to personal lines clients on all inquiries and questions, primarily via email and phone, and appointments
Maintain appropriate documentation in accordance with guidelines
Navigate agency management system and rating software with ease and efficiency
Provide timely and accurate resolution to all billing related questions
Take first reports of claims, when the claims team is unavailable
Answer all policy and insurance specific questions in a positive and professional manner
Achieve estimated client monthly call goals
Actively attempt to upsell/round accounts to meet team goals
Answer specific coverage questions that require rating
Qualification
Required
3 years experience preferred
At Least 1 year of experience in the P&C insurance industry
High School Diploma/ GED
Active Massachusetts Property & Casualty Insurance license (must obtain within 2 years of hire)
Hours 8:00 to 5:00 PM with an optional hybrid WFH rotating schedule
Required virtual Saturday and Thursday night rotation
Excellent interpersonal and communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
A passion for being part of a team that drives our company to industry leadership
Ability to establish and maintain effective working relationships with both peers and clients
Authorized to work in the U.S. without sponsorship
Benefits
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Leadership Team
J
Jeff Wood
SVP, Premier Client Practice Leader
Ian Larson
President, Individual Health
Recent News
2025-12-16
Company data provided by crunchbase