Personal Lines CSR/Account Manager

Our client is seeking an outgoing, customer-focused Personal Lines Customer Service Representative to join their established, community-oriented agency. In this role, you'll serve as the first point of contact for clients, providing exceptional service, processing transactions, and building lasting relationships. This is an onsite position in a fun, supportive office where professionalism is balanced with humor and camaraderie. Here's what sets the agency apart: Long-Standing Reputation: Serving clients since 1958 with a strong commitment to service, competitive pricing, and local community engagement. Proudly Independent: No plans to sell to a large brokerage. Fun, Low-Stress Environment: Leadership values keeping things light and positive, even in a high-volume business. Community Connection: Dedicated to helping clients across Massachusetts and New England with tailored insurance solutions. Key responsibilities include: Warmly greet clients in person and over the phone, ensuring a welcoming experience Process customer policy changes and premium payments promptly and accurately Follow up with clients to confirm satisfaction, answer questions, and offer additional coverage options Present and explain policy options based on each client's needs Share information on new products and services Build and maintain strong relationships to foster client retention and loyalty Address and resolve customer issues with professionalism and tact Qualifications: Active Personal Lines P&C license At least 2 years of experience in an agency setting Positive, enthusiastic, and personable demeanor Strong multitasking and follow-through abilities Excellent verbal and written communication skills Proven customer service expertise and relationship-building skills Goal-driven, with the ability to work both independently and as part of a team Compensation and Benefits: Competitive base salary commensurate with experience -- range $50,000 to $70,000 Bonus and commission incentives Sign on bonus 15 days PTO Comprehensive benefits package 14 paid holidays Onsite schedule: Mon-Thu 8:30 AM-4:30 PM, Fri 8:00 AM-4:00 PM Supportive, team-oriented culture where your contributions are valued Summit Bridge Partners