Personal Lines Customer Success Manager of Insurance

Goodrich - Donna Benoit Insurance Agency; Milton (MA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Goodrich - Donna Benoit Insurance Agency in Milton, MA is seeking a Personal Lines Customer Success Manager who acts as a trusted advisor for homeowners and families. You will own client relationships, review policies, and coordinate with carriers to secure the right coverage while delivering friendly, local service.

Join a team that values care, clear communication, and growth as you walk clients through policy changes, claims, and renewal decisions to protect what matters most.

Qualifications

• Active Property and Casualty Insurance Producer License for Massachusetts.
• Minimum of three years working in a personal lines insurance environment.
• Strong command of AMS360 or similar.
• Demonstrated ability to explain complex insurance policies clearly to individuals and families.
• High attention to detail regarding policy coverage, endorsements, and renewals.
• Effective problem-solving skills when addressing client coverage concerns.

Responsibilities

• Serve as the primary point of contact for our personal lines clients, managing their accounts from start to finish.
• Review existing policies at renewal to ensure every client has the right coverage for their current life circumstances.
• Navigate multiple carrier portals to secure competitive quotes and policy updates.
• Assist clients in reporting claims by walking them through the process with patience and clear communication.
• Identify potential gaps in a client's protection plan and suggest meaningful additions that add genuine value.
• Maintain accurate client data within our systems to ensure seamless service and regulatory compliance.

Skills

Explain complex policies clearly

Education

Property and Casualty Insurance Producer License (Massachusetts)

Tools

AMS360

Job description

Job Description

At Goodrich - Donna Benoit Insurance Agency, we believe that the best insurance experience is built on a foundation of genuine care and local expertise. Located in the heart of Milton, Massachusetts, our office is a place where neighbors look out for neighbors. We are looking for a dedicated Personal Lines Customer Success Manager to join our family and help us continue that tradition. This role is far more than just processing paperwork or answering phones; it is about becoming a trusted advisor to the people who rely on us to protect their homes, families, and futures. You will have the opportunity to take ownership of your client relationships, helping them feel secure and heard every time they reach out. We take pride in our inviting office culture, where your professional growth is supported and your contributions are truly recognized. If you find fulfillment in helping others navigate their risks with a friendly smile and expert knowledge, you will feel right at home here. Join us in making a real difference for the Milton community, one policy at a time.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

Serve as the primary point of contact for our personal lines clients, managing their accounts from start to finish.

Review existing policies at renewal to ensure every client has the right coverage for their current life circumstances.

Navigate multiple carrier portals to secure competitive quotes and policy updates.

Assist clients in reporting claims by walking them through the process with patience and clear communication.

Identify potential gaps in a client's protection plan and suggest meaningful additions that add genuine value.

Maintain accurate client data within our systems to ensure seamless service and regulatory compliance.

Requirements

Active Property and Casualty Insurance Producer License for Massachusetts.

Minimum of three years working in a personal lines insurance environment.

Strong command of AMS360 or similar.

Demonstrated ability to explain complex insurance policies clearly to individuals and families.

High attention to detail regarding policy coverage, endorsements, and renewals.

Effective problem-solving skills when addressing client coverage concerns.