Client Services Specialist

🔥 15 hours ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $50k - $60k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

👻 Ghost score 0%

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

🛡️ Insurance

💸 Finance

🤝 B2B

💰 Debt Financing on 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC is a leading provider of risk management and insurance solutions that focuses on promoting business growth and safeguarding personal goals. With a commitment to delivering unparalleled service, they empower local brokers to offer comprehensive insurance options tailored to meet the diverse needs of businesses and individuals. By leveraging an expansive network of national carrier partners, they specialize in property & casualty and employee benefits, ensuring their clients receive the protection and support necessary to confidently pursue their goals.

📋 Description

• Build and strengthen relationships with clients, carriers, producers, and internal partners • Manage policy changes, endorsements, billing inquiries, and service-related requests • Review policy documentation and coverage changes for carrier requirements, agency procedures, and compliance standards • Coordinate new business onboarding from sales to ongoing account service • Identify coverage gaps, account rounding opportunities, and additional client needs • Facilitate communication between clients, carriers, and internal teams to resolve issues • Support remarketing efforts and manage account servicing throughout the policy lifecycle • Maintain accurate documentation, account records, and system updates

🎯 Requirements

• 2 to 4 years of experience in sales, account management, customer service, insurance servicing, or a related client-facing role • High School Diploma, GED, or Associate Degree in Business Administration or a related field • Florida 2-20 Property & Casualty Insurance License or Florida 20-44 Personal Lines Insurance License • Strong knowledge of personal lines insurance products, coverage concepts, underwriting principles, and client service practices • Excellent verbal and written communication skills • Strong organizational and time management abilities • Ability to build and maintain strong client relationships while delivering a high level of service • Proficiency with CRM platforms, Microsoft Office Suite, and business technology tools

🏖️ 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 • Comprehensive health and welfare program extending to family and domestic partners

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