Insurance Customer Service Manager

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

Job Description

Goodrich - Donna Benoit Insurance Agency has deep roots in Massachusetts insurance, with more than 35 years of industry experience behind its client-first approach. Our team works collaboratively, supports one another, and takes pride in doing what is right for our clients, carriers, and coworkers.Here, you’ll work with a team that values integrity, respect, accuracy, and helping one another succeed. You’ll have the independence to manage your accounts without micromanagement, along with training, mentorship, and support when you need it. Employees value the respectful culture, work-life balance, professional growth, and trust they receive in managing their work.

We’re seeking an Insurance Customer Service Manager to oversee the day-to-day management of an assigned book of business. You’ll lead retention efforts, identify additional coverage opportunities, close new business, and maintain clear communication with clients. You’ll also work closely with teammates while using established workflows, technology, and tracking systems to keep accounts organized. As the agency expands into Central Massachusetts, this role offers opportunities to grow into team leadership or VIP Client Success Manager responsibilities.

• Base salary starts at $65,000 and is based on experience
• Paid Time Off and Paid Holidays Off
• Health & Dental Insurance
• Hybrid Work Location
• 401(k) Plan

Bring your insurance expertise to a trusted agency where autonomy, teamwork, and career growth go hand in hand,

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Parental Leave
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Licensing Assistance
• Work-Life Balance
• Paid Holidays
• 401k Plan
• Continuing Education Opportunities
• Ongoing Training Seminars
• Professional Work Environment
• Active Community Involvement

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.

Requirements

• Active insurance license required.
• Strong awareness of AMS 360 data integrity.
• Commercial and/or personal lines insurance 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.