Client Experience Associate (Insurance)

Job Description

Job Description

Client Experience Associate (Insurance)

Part-Time (25 Hours/Week) with Full-Time Potential | On-Site
Merrimac, Massachusetts

For more than 30 years, M.K. Sullivan Insurance has helped protect families, individuals, and small businesses across Massachusetts through exceptional local service and trusted relationships.

Today, we're entering an exciting new chapter.

As part of Agent Vista, we're combining everything our clients love about a local independent agency with cutting-edge AI technology that helps our team spend less time on paperwork and more time helping people.

We're looking for someone who's curious, organized, loves working with people, and wants to build a career—not just fill a role.

Whether you're early in your career or looking for a new opportunity, if you're excited by technology and genuinely enjoy helping others, we'd love to meet you.

As one of the first people our clients interact with, you'll play an important role in delivering an exceptional customer experience.

You'll:

• Help clients with payments, policy changes, claims questions, and everyday insurance needs
• Work alongside AVa, our proprietary AI-powered teammate, to complete service requests faster and more accurately
• Process Registry of Motor Vehicles (RMV) transactions
• Keep client records accurate and organized
• Answer phone calls and emails with professionalism, empathy, and urgency
• Collaborate with our experienced team to ensure every client receives outstanding service
• Learn the insurance business from experienced professionals while helping shape how AI transforms our industry

Requirements

You don't need to know everything about insurance.

We're much more interested in finding someone who is eager to learn, enjoys solving problems, and cares deeply about helping people.

You might be a great fit if you:

• Love learning new technology
• Are naturally organized and detail-oriented
• Enjoy talking with people and building relationships
• Stay calm and positive when things get busy
• Take pride in doing things the right way
• Are dependable, curious, and eager to grow

Insurance experience is a plus—but it's not required for the right candidate.

If you're willing to learn, we'll teach you the insurance business.

• An active Massachusetts Insurance Producer License (or are interested in obtaining one)
• Previous customer service experience
• Experience working in an insurance agency
• Familiarity with Registry of Motor Vehicles (RMV) transactions
• Experience using agency management software or CRM systems

Most insurance jobs ask you to maintain the status quo.

We're building something different.

You'll join a respected local agency with more than 30 years of history while helping shape what the next generation of insurance looks like.

You'll work with AI every day, learn directly from experienced insurance professionals, and help deliver an experience that's faster, more personal, and more human.

As we continue to grow, there will be opportunities to take on additional responsibility, pursue licensing, expand your hours, and build a long-term career with us.

Benefits

• Competitive hourly pay ($27–30/hour, depending on experience)
• Flexible part-time schedule (25 hours per week)
• Paid training and support
• A collaborative, supportive, in-person team
• Modern technology that removes repetitive work
• The opportunity to grow with a company that's reimagining the future of independent insurance

Technology should never replace relationships.

It should make them better.

At M.K. Sullivan Insurance, we believe AI should handle the repetitive work so our people can focus on what matters most: listening, solving problems, and taking exceptional care of our clients.

If that sounds exciting to you, we'd love to hear from you.