Jobs · Finance · Massachusetts

Client Experience Associate (Insurance)

Agent Vista · Merrimac, MA · 1 wk ago
Finance$27–$30/hrPart-time

About the role

Help Build the Future of Insurance.
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.

Responsibilities

  • 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

  • Lovely to learn new technology
  • 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
  • Dependable, curious, and eager to grow
  • Insurance experience is a plus—but it's not required for the right candidate

Qualifications

  • 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

Skills

  • Curiosity
  • Organization
  • People skills
  • Problem-solving
  • Empathy

Benefits

  • Competitive hourly pay ($27–30/hour, depending on experience)
  • 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

Pay

$27–30/hour, depending on experience

Schedule

Part-time (25 hours/week) with full-time potential

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