Onsite Personal Lines Client Success Lead

Vaco by Highspring; Massachusetts; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) retirement plan

Discretionary bonuses

Job summary

A leading insurance firm is seeking a Personal Lines professional to manage and grow a book of personal insurance clients. Responsibilities include conducting annual reviews, managing policy changes, and providing exceptional customer service. Ideal candidates have over 3 years of experience in a personal lines agency or brokerage and are skilled in problem-solving and communication. The position is onsite in Massachusetts and offers competitive compensation packages including benefits and discretionary bonuses.

Qualifications

• 3+ years of personal lines agency or brokerage experience.
• Strong customer service, communication, and follow-through skills.
• Ability to handle complex situations calmly and professionally.

Responsibilities

• Conduct annual protection reviews and recommend coverage updates.
• Support clients through the claims process.
• Manage policy changes, renewals, and endorsements accurately.

Skills

Customer service

Communication

Problem-solving

Attention to detail

Job description

A leading insurance firm is seeking a Personal Lines professional to manage and grow a book of personal insurance clients. Responsibilities include conducting annual reviews, managing policy changes, and providing exceptional customer service. Ideal candidates have over 3 years of experience in a personal lines agency or brokerage and are skilled in problem-solving and communication. The position is onsite in Massachusetts and offers competitive compensation packages including benefits and discretionary bonuses.