Personal Lines Coordinator

Summit Bridge Partners; Portsmouth (RI); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical, Dental, and Vision coverage

Flexible Spending Account (FSA)

Commuter benefits

Paid parental leave

Employee Assistance Program (EAP)

Job summary

A dynamic service-oriented company in Portsmouth, RI is seeking a Personal Lines Coordinator to be the welcoming first point of contact for clients. This full-time role requires someone detail-oriented and professional, capable of delivering excellent service in a fast-paced environment. Ensuring client satisfaction through effective communication and organizational skills is key. The compensation is competitive, with benefits including medical coverage, PTO, and more.

Qualifications

• High School Diploma or GED required.
• Associate’s Degree in Business Administration or a related field preferred.
• Proficiency with Microsoft Office (Outlook, Word, Excel).

Responsibilities

• Greet and assist clients both in person and over the phone.
• Process client payments accurately and securely.
• Schedule and manage client appointments.
• Maintain a professional front desk area.
• Coordinate office supply needs.

Skills

Customer service

Interpersonal skills

Organization

Microsoft Office proficiency

Education

High School Diploma or GED

Associate’s Degree in Business Administration

Job description

Personal Lines Coordinator

Full-Time | Onsite

We are seeking a Personal Lines Coordinator to serve as the welcoming first point of contact for clients. This role is ideal for someone who enjoys delivering excellent service, staying organized, and supporting day-to-day office operations in a fast-paced, client-focused environment.

The ideal candidate is professional, friendly, detail-oriented, and takes pride in creating positive experiences during every client interaction.

What You’ll Do

• Greet and assist clients with warmth and professionalism, both in person and over the phone

• Answer, screen, and route incoming calls efficiently to appropriate contacts

• Process client payments accurately and securely

• Schedule and manage client appointments

• Maintain a clean, organized, and professional front desk area

• Coordinate office supply needs and report facility issues as needed

• Support special projects and administrative tasks as assigned

• Assist with data cleanup and accuracy initiatives during downtime

What We’re Looking For

• High School Diploma or GED required

• Associate’s Degree in Business Administration or a related field preferred

• Prior customer service or administrative background preferred

• Proficiency with Microsoft Office (Outlook, Word, Excel)

• Professional appearance and strong interpersonal skills

• Ability to thrive in a client-facing, onsite role

Schedule

• Full-time, daytime schedule

• Occasional rotating evening or weekend virtual coverage may be required

Compensation & Benefits

Salary Range: $45,000 – $55,000 (based on qualifications)

Benefits include:

• Medical, Dental, and Vision coverage

• Flexible Spending Account (FSA) and Health Savings Account (HSA)

• Commuter benefits

• Company-paid disability and life insurance

• Employee Assistance Program (EAP)

• Paid parental leave

• Paid holidays and personalized PTO