Client Services & Insurance Solutions Lead

Patriot Growth Insurance Services, LLC; Milford (MA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical plans

Virtual care for employees and family

Disability coverage (short & long term

Parental leave

PTO with flexible accruals

401(k) with company match

Employee Assistance Program

Job summary

Patriot Growth Insurance Services in Milford, MA, is seeking a Client Service Manager to be a trusted resource for clients, helping navigate insurance needs and deliver exceptional service. You will partner with clients, carriers, underwriters, and internal teams throughout the client lifecycle to provide guidance and proactive solutions that support coverage decisions.

The role focuses on strong relationships, organized client records, and proactive problem solving, with an emphasis on accurate

Qualifications

• Minimum 1 year in client service, admin support, or related role.
• Knowledge of insurance products and industry practices.
• Strong customer service and communication abilities.
• Ability to handle confidential information professionally.

Responsibilities

• Deliver exceptional client service by responding to inquiries and resolving concerns.
• Review coverage and identify client needs to recommend solutions.
• Collaborate with clients to tailor insurance programs to risk profiles.
• Process policy changes, endorsements, renewals, and submissions accurately.
• Coordinate with carriers, underwriters, and internal teams to issue policies.
• Maintain organized client records in the agency management system.
• Identify opportunities to expand coverage and cross-sell products.
• Stay informed on industry trends and regulatory requirements.

Skills

Client service

Relationship skills

Communication

Organizational skills

Problem solving

Team collaboration

Education

High School Diploma or GED

Massachusetts Property & Casualty License

Tools

Microsoft Office

Agency management system

Job description

Patriot Growth Insurance Services in Milford, MA, is seeking a Client Service Manager to be a trusted resource for clients, helping navigate insurance needs and deliver exceptional service. You will partner with clients, carriers, underwriters, and internal teams throughout the client lifecycle to provide guidance and proactive solutions that support coverage decisions.

The role focuses on strong relationships, organized client records, and proactive problem solving, with an emphasis on accurate