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Personal Lines Coordinator

Summit Bridge Partners, Portsmouth, Rhode Island, us, 02871

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Personal Lines Coordinator Full-Time | Onsite

We are seeking a

Personal Lines Coordinator

to serve as the welcoming first point of contact for clients. This role is ideal for someone who enjoys delivering excellent service, staying organized, and supporting day-to-day office operations in a fast-paced, client-focused environment.

The ideal candidate is professional, friendly, detail-oriented, and takes pride in creating positive experiences during every client interaction.

What You’ll Do

Greet and assist clients with warmth and professionalism, both in person and over the phone

Answer, screen, and route incoming calls efficiently to appropriate contacts

Process client payments accurately and securely

Schedule and manage client appointments

Maintain a clean, organized, and professional front desk area

Coordinate office supply needs and report facility issues as needed

Support special projects and administrative tasks as assigned

Assist with data cleanup and accuracy initiatives during downtime

What We’re Looking For

High School Diploma or GED required

Associate’s Degree in Business Administration or a related field preferred

Prior customer service or administrative background preferred

Proficiency with Microsoft Office (Outlook, Word, Excel)

Professional appearance and strong interpersonal skills

Ability to thrive in a client-facing, onsite role

Schedule

Full-time, daytime schedule

Occasional rotating evening or weekend virtual coverage may be required

Compensation & Benefits Salary Range:

$45,000 – $55,000 (based on qualifications)

Benefits include:

Medical, Dental, and Vision coverage

Flexible Spending Account (FSA) and Health Savings Account (HSA)

Commuter benefits

Company-paid disability and life insurance

Employee Assistance Program (EAP)

Paid parental leave

Paid holidays and personalized PTO

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