Onsite Personal Lines Account Manager & CSR

Summit Bridge Partners; Lawrence (MA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits package

15 days PTO

14 paid holidays

Job summary

Summit Bridge Partners is seeking a Personal Lines Customer Service Representative in Lawrence, Massachusetts. The role focuses on exceptional client service, processing transactions, and relationship building within a supportive office environment.

Qualifications include an active P&C license and at least 2 years of agency experience. The position offers a competitive salary ranging from $50,000 to $70,000 with bonuses, 15 days PTO, and a comprehensive benefits package.

Qualifications

• Active Personal Lines P&C license required.
• At least 2 years of experience in an agency setting.
• Proven customer service expertise and relationship-building skills.

Responsibilities

• Warmly greet clients ensuring a welcoming experience.
• Process customer policy changes and premium payments.
• Follow up with clients to confirm satisfaction.
• Present and explain policy options based on needs.
• Build and maintain strong relationships for retention.

Skills

Customer service expertise

Excellent communication skills

Multitasking abilities

Education

Active Personal Lines P&C license

2 years of experience in an agency

Job description

Summit Bridge Partners is seeking a Personal Lines Customer Service Representative in Lawrence, Massachusetts. The role focuses on exceptional client service, processing transactions, and relationship building within a supportive office environment.

Qualifications include an active P&C license and at least 2 years of agency experience. The position offers a competitive salary ranging from $50,000 to $70,000 with bonuses, 15 days PTO, and a comprehensive benefits package.