Personal Lines Client Success Manager (Hybrid)

Job overview

The Personal Lines Client Success Manager role is hybrid in Franklin, MA. The stated annual salary range is $70,000–$80,000. The role supports Berry Insurance’s personal lines clients and agency growth through service, education, and coverage support. The manager oversees an assigned book of business, helps clients make informed coverage decisions, and supports retention and new business. Proactive renewal reviews, account management, and collaboration with teammates contribute to a seamless client experience and agency growth.

What you'll do

• Serve as primary client contact
• assist with claims, billing, policy changes, and coverage reviews
• contact clients ahead of renewals
• monitor coverage gaps and rate changes
• maintain agency system documentation
• guide prospects through quoting
• present carrier options
• support referrals and cross-selling
• collaborate across departments.

What we're looking for

Skills & competencies

full-time

hybrid

personal lines

client success manager

insurance

account management

client retention

massachusetts p&c license

franklin ma

berry insurance

$70k–$80k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, vision, life and long-term disability coverage
• company-matched SIMPLE IRA
• flexible PTO
• paid continuing education and licensing.

Why this role

Requires an active Massachusetts Property & Casualty license and 3–5 years of personal insurance agency experience. Applied EPIC experience is a plus.

About the employer

Berry Insurance is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.