Insurance Client Success Manager – Hybrid, Growth Ready

The Juris Agency; East Milton (MA); Hybrid; USD 59,000 - 72,000; Full time

Benefits offered by this job

Paid Time Off

Health Insurance

Dental Insurance

Parental Leave

Hands-on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth

Licensing Assistance

Work-Life Balance

Paid Holidays

401(k) Plan

Continuing Education

Ongoing Seminars

Professional Environment

Community Involvement

Job summary

Goodrich - Donna Benoit Insurance Agency in Massachusetts is seeking an Insurance Customer Service Manager to oversee day-to-day management of an assigned book of business. You’ll lead retention, identify coverage opportunities, close new business, and communicate clearly with clients using established workflows and systems.

As the agency expands into Central Massachusetts, this role offers growth toward team leadership or VIP Client Success Manager responsibilities, with a base salary starting

Qualifications

• Active insurance license required.
• Strong AMS 360 data integrity awareness.
• Commercial and/or personal lines knowledge.
• Professional written and verbal communication skills.
• Proficiency with Microsoft tools, Teams, Outlook, and rating portals.
• Willingness to learn, grow, and contribute to agency expansion.

Responsibilities

• Manage the day-to-day needs of assigned accounts.
• Conduct coverage analyses and loss reviews.
• Identify additional exposures and cross-sell appropriate coverage.
• Close new business aligned with agency goals.
• Respond to clients clearly, promptly, and professionally.
• Maintain organized workflows using agency technology.

Skills

Insurance License

AMS 360

Lines Knowledge

Communication Skills

MS Office

Tools

AMS 360

Job description

Goodrich - Donna Benoit Insurance Agency in Massachusetts is seeking an Insurance Customer Service Manager to oversee day-to-day management of an assigned book of business. You’ll lead retention, identify coverage opportunities, close new business, and communicate clearly with clients using established workflows and systems.

As the agency expands into Central Massachusetts, this role offers growth toward team leadership or VIP Client Success Manager responsibilities, with a base salary starting