Client Service Representative (CSR) – Massachusetts

Wheeler & Taylor Inc.; Great Barrington (MA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Professional development opportunities

Growth potential

Exposure to personal and commercial\n

Job summary

Wheeler & Taylor Inc. in Massachusetts is seeking a detail-oriented Client Service Representative to support our growing client base and account management team.

You will serve as the primary point of contact for client service requests, assist with policy changes and documentation, and maintain accurate records in our agency management system. Strong communication, organization, and a proactive mindset are essential for success in this professional insurance environment.

Qualifications

• Strong communication and organizational skills.
• Attention to detail and ability to manage multiple tasks.
• Insurance or client service experience preferred, but not required.
• Proficiency with computers and basic office software.
• Ability to work collaboratively in a team environment.

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 in agency management systems.
• Respond to client inquiries in a timely, professional manner.
• Help ensure a smooth onboarding experience for new clients.

Skills

Communication

Organization

Attention to detail

Multitasking

Teamwork

Proactive mindset

Computers & office software

Tools

Agency management systems

Job description

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-upMaintain 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