Patriot is a growth-focused national insurance services firm that partners with employee benefits and Property & Casualty agencies. Backed by Summit Partners.
About the role
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.
What they're looking for
- 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
More about this role
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...
Read the full posting on Patriot Growth Insurance Services, LLC's site ↗
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