Money Fit by DRS
Client Service Manager (Hybrid)
Money Fit by DRS, Rehoboth, Massachusetts, us, 02769
About Patriot:
Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.About FBinsure:
FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients’ needs, allowing us to share our prosperity with our employees and our communities. FBinsure is a proud partner agency of Patriot Growth Insurance Services.Overview:
The Personal Lines Client Service Manager (CSM) is responsible for providing excellent service to clients in a professional and pleasant manner. Individuals use their in-depth knowledge of company offerings to provide recommendations, explanations, and problem-solving to our clients.Reporting Location:
This is a hybrid position reporting to our office in Rehoboth, MA.Primary Job Responsibilities:Provide an excellent client experience to personal lines clients on all inquiries and questions, primarily via email and phone, and appointments.Maintain appropriate documentation in accordance with guidelines.Navigate agency management system and rating software with ease and efficiency.Provide timely and accurate resolution to all billing related questions.Take first reports of claims, when the claims team is unavailable.Answer all policy and insurance specific questions in a positive and professional manner.Achieve estimated client monthly call goals.Actively attempt to upsell/round accounts to meet team goals.Answer specific coverage questions that require rating.Requirements:At least 1 year of experience in the P&C insurance industry.2+ years of experience in a client service function within a P&C insurance agency.High School Diploma/GED.Associates Degree in Business Administration, or similar.Professional Property & Casualty Insurance License (must obtain within 2 years of hire).Proficient in Microsoft Office Suite.Hours 8:00 to 5:00 PM with an optional hybrid WFH rotating schedule.Required virtual Saturday and Thursday night rotation.WHY PATRIOT?Patriot offers the opportunity to be a part of a fast-growing company at its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:Medical, Dental, and Vision Benefits.Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs.Company paid Short-Term Disability, Long-Term Disability and Group Term Life.Company paid Employee Assistance Program.Paid Parental Leave.Paid holidays.Personalized PTO.401 (k).Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy: Patriot's EEO and DEI Policy.
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Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.About FBinsure:
FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients’ needs, allowing us to share our prosperity with our employees and our communities. FBinsure is a proud partner agency of Patriot Growth Insurance Services.Overview:
The Personal Lines Client Service Manager (CSM) is responsible for providing excellent service to clients in a professional and pleasant manner. Individuals use their in-depth knowledge of company offerings to provide recommendations, explanations, and problem-solving to our clients.Reporting Location:
This is a hybrid position reporting to our office in Rehoboth, MA.Primary Job Responsibilities:Provide an excellent client experience to personal lines clients on all inquiries and questions, primarily via email and phone, and appointments.Maintain appropriate documentation in accordance with guidelines.Navigate agency management system and rating software with ease and efficiency.Provide timely and accurate resolution to all billing related questions.Take first reports of claims, when the claims team is unavailable.Answer all policy and insurance specific questions in a positive and professional manner.Achieve estimated client monthly call goals.Actively attempt to upsell/round accounts to meet team goals.Answer specific coverage questions that require rating.Requirements:At least 1 year of experience in the P&C insurance industry.2+ years of experience in a client service function within a P&C insurance agency.High School Diploma/GED.Associates Degree in Business Administration, or similar.Professional Property & Casualty Insurance License (must obtain within 2 years of hire).Proficient in Microsoft Office Suite.Hours 8:00 to 5:00 PM with an optional hybrid WFH rotating schedule.Required virtual Saturday and Thursday night rotation.WHY PATRIOT?Patriot offers the opportunity to be a part of a fast-growing company at its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:Medical, Dental, and Vision Benefits.Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs.Company paid Short-Term Disability, Long-Term Disability and Group Term Life.Company paid Employee Assistance Program.Paid Parental Leave.Paid holidays.Personalized PTO.401 (k).Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy: Patriot's EEO and DEI Policy.
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