Client Service Representative
- CRM
- Health insurance
- Pension
Not enough detail in this posting to match
Position Title:
Client Service Representative
Location:
Framingham, MA – Onsite
Compensation:
$60K–$65K Base + Bonus
Travel:
None (onsite role)
Industry:
Insurance / Surety Bonds
Why This Role Stands Out
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Join a highly specialized, relationship-driven surety bond agency
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Collaborative team environment supporting producers and clients
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Opportunity to build expertise in a niche, high-value segment of insurance
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Stable, client-facing role with strong growth potential
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Profit sharing and bonus opportunities
About the Company
Our client is an independent, bond-only insurance agency focused on helping commercial, industrial, and government contractors maximize their surety capacity. Built on a foundation of service, integrity, and professionalism, they foster a “business family” culture and are committed to delivering exceptional support to clients, employees, and underwriting partners.
Key Responsibilities
Client Service & Relationship Management
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Serve as the primary point of contact for bond requests and client inquiries
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Build and maintain strong relationships with clients and surety partners
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Address client needs and concerns promptly and effectively
Bond Processing & Administration
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Review bond requests for completeness and accuracy; follow up on missing information
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Maintain accurate client records and track bid, final, and miscellaneous bonds
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Manage bond renewals and ensure timely processing
Collaboration & Internal Support
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Work closely with producers to resolve questions and support sales efforts
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Communicate with project owners/obligees regarding contracts and project details
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Support billing processes, including accounts payable/receivable
Reporting & Documentation
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Ensure surety partners are regularly updated with relevant information
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Maintain detailed documentation and ensure compliance with requirements
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Understand bond forms and contract language, including complex/onerous terms
Qualifications
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High school diploma or equivalent (college preferred)
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5+ years of related experience in client service, insurance, or similar role
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Strong communication skills (written and verbal)
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High attention to detail and strong proofreading ability
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Ability to work effectively under pressure
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Strong math and organizational skills
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Experience with CRM systems
Preferred Qualifications
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Experience in surety bonds or insurance industry
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Familiarity with contract language and bonding processes
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Experience supporting sales or producer teams
Compensation & Benefits
Base Salary: $60,000–$65,000
On-Target Earnings (OTE) / Bonus Structure: Bonus + profit sharing
Benefits: Health Insurance (Dental & Vision optional), 401(k) with 3% match
Additional Perks: Stable work environment, team-oriented culture, and opportunity to grow within a specialized industry
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or veteran's status.
Applicants with a disability or a disabled veteran may request a reasonable accommodation if he/she is unable or limited in his/her ability to access job openings or apply for a job on our website as a result of his/her disability. The applicant may request reasonable accommodations by contacting us at 317-661-1740.
Client Service Representative · Sales Xceleration Recruiting