Personal Lines Client Success Manager jobs in United States
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Vaco by Highspring ยท 1 day ago

Personal Lines Client Success Manager

Vaco by Highspring is seeking a Personal Lines professional to service, retain, and grow a book of personal insurance clients. The role involves handling day-to-day service needs, guiding customers through coverage decisions, and ensuring a smooth, positive experience at every touchpoint.

Staffing & Recruiting
Hiring Manager
Madison Komara
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Responsibilities

Conduct annual protection reviews and recommend coverage updates
Support clients through the claims process and coordinate with carriers
Manage policy changes, renewals, and endorsements accurately
Address cancellation inquiries and help retain clients through problem-solving and clear communication
Maintain clean, up-to-date client records and prepare required documents (ID cards, certificates, schedules, etc.)
Provide general customer support-including phone coverage, mail handling, and documentation duties
Stay current on products, carrier updates, and licensing/CE requirements

Qualification

Personal lines experienceCustomer serviceCommunication skillsAttention to detailProfessional phone etiquetteStress managementProblem-solving

Required

3+ years of personal lines agency or brokerage experience
Strong customer service, communication, and follow-through
Ability to handle complex or stressful situations calmly and professionally
Solid understanding of billing impacts and policy transactions
Professional phone etiquette and strong attention to detail

Benefits

Discretionary bonuses
Medical benefits
Dental benefits
Vision benefits
401(k) retirement plan

Company

Vaco by Highspring

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Vaco is the Talent Solutions division of Highspring, a leading global professional services organization.

Funding

Current Stage
Late Stage
Company data provided by crunchbase