Personal Insurance Customer Service Representative
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-24
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Insurance
Insurance Sales
Overview
Position Title: Private Client CSR (Customer Service Representative)
Location: This is a Telecommute/Work from Home position
Job Type: Full-Time
Position Summary: The Private Client CSR plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families. This position involves conducting policy reviews, quoting, servicing, renewal comparisons and ensuring seamless communication between clients and the agency. The ideal candidate is detail-oriented, service-driven, and experienced in handling the unique needs of affluent clients.
ResponsibilitiesQuoting & Policy Reviews
- Quote with our carriers and work with underwriters to get proper terms for our client risks
- Conduct regular policy reviews to align coverage with evolving client needs.
Servicing
- Able to process servicing requests / endorsements that are asked of us.
Compliance and Documentation:
- Ensure compliance with industry regulations and agency standards.
- Maintain accurate records of client interactions and transactions.
Collaboration and Team Support:
- Collaborate with internal teams to ensure a seamless client experience.
- Contribute to the development of marketing strategies to attract high-net-worth clients.
- Experience:
- 2+ years of experience in personal insurance, wealth management, or a related field.
- Experience working with high-net-worth carriers is a must
- Skills:
- Excellent interpersonal and communication skills.
- Proficient in common software tools such as Excel/Google Sheets and Gmail
- Detail-oriented with a focus on delivering exceptional client service.
- Licenses/Certifications:
- Property and Casualty insurance license preferred or required within 90 days of hire.
- Professional demeanor and discretion in handling sensitive client information.
- Ability to manage multiple priorities in a fast-paced environment.
- A proactive, client-focused approach with a commitment to excellence.
- Competitive salary with performance-based bonuses.
- Health, dental, and vision insurance.
- Retirement plan with employer contributions.
- Professional development opportunities.
Pine View Insurance Group, LLC is an equal opportunity employer and is committed to creating an inclusive workplace where all individuals can thrive.
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