Client Services Specialist

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $60k - $70k / year

⏰ Full Time

🟢 Junior

📁 Client Services

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $500M Debt Financing on 2023-11

Insurance • B2B • Consulting

Patriot Growth Insurance Services, LLC is a national insurance brokerage and consultancy positioned as a top-25 U. S. insurance agency that combines boutique, high-touch local service with national scale and carrier access. The firm provides comprehensive, customized insurance solutions across Property & Casualty, Employee Benefits, Personal Insurance, Cyber Liability, and alternative risk programs (including captives and excess/umbrella liability). It serves multiple industries such as construction, aviation, marine, habitational/multi-family, non-profits, and affluent personal clients, and offers consulting services including cybersecurity program design, OSHA professional services, and claims support. Patriot emphasizes local teams, deep industry expertise, tailored risk strategies, and proactive client partnerships.

📋 Description

• Build and maintain strong relationships with clients and internal partners • Respond to client and account inquiries and resolve concerns • Process and follow up on endorsements, policy changes, and service transactions • Review policy documents and changes for accuracy, carrier requirements, agency procedures, and compliance standards • Coordinate with Sales on new business setup and transition to ongoing service • Partner with Renewal Specialists on service tasks and client requests • Identify coverage gaps and additional account needs and refer opportunities to Sales • Handle mid-term remarkets and identify account rounding and upsell opportunities • Coordinate communication among clients, producers, carriers, and internal teams • Maintain accurate account activity, documentation, and system records • Collaborate with Account Support Associates on processing tasks and workflows • Participate in team huddles and training • Pursue continuing education on insurance products, carriers, and industry developments • Protect confidential employee and client information and follow ethical standards • Report to the operational pillar's Director

🎯 Requirements

• 1–3 years of experience in a sales, account management, or customer service position • High school diploma or GED, or an associate degree in Business Administration or a similar field • Florida 2-20 Insurance License, or a Florida 20-44 Insurance License for a Personal Lines-only assignment • Comprehensive knowledge of insurance products, coverages, policies, procedures, and underwriting principles • Experience building client relationships, understanding individual needs, and providing tailored insurance solutions • Strong organizational skills and ability to prioritize tasks and manage daily responsibilities • Strong problem-solving skills and persistent approach to resolving client concerns • Excellent written and verbal communication skills • Ability to collaborate effectively and contribute to shared team goals • Proficiency with CRM platforms, Microsoft Office Suite, and emerging AI tools • Commitment to confidentiality, ethical standards, and staying current on industry trends, regulations, and best practices • Experience in the Property and Casualty insurance industry is a valuable addition • Bachelor's degree in Sales, Business Administration, Marketing, or a similar field is a valuable addition

🏖️ Benefits

• Multiple medical plan options, with preventive care covered at 100% • Free virtual medical and mental healthcare for employees and their families • Dedicated healthcare concierge • Employer-paid short-term and long-term disability coverage • Paid parental leave • Personalized PTO without traditional accruals • Separate sick leave • Competitive 401(k) company match • Comprehensive dental and vision coverage • Employee Assistance Program with confidential mental health, legal, financial, and work-life support • Company paid holidays • Supplemental compensation may include performance-based bonus, commission, or equity, subject to eligibility

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