Account Manager

Patriot Growth Insurance Services, LLC; Marion (OH); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

401(k)

Paid holidays

Paid Parental Leave

Job summary

Patriot Growth Insurance Services, LLC in Marion, OH is seeking a dedicated Account Manager responsible for day-to-day client service operations. You will assist customers with policy servicing and foster strong client relationships.

This full-time position requires excellent organizational and communication skills, with a commitment to exceptional customer service. Benefits include medical, dental, vision insurance, and more.

Qualifications

• 1-3 years of experience in an office, administrative, customer service, or insurance-related role preferred.
• Willingness and ability to obtain and maintain an active Ohio insurance license required.
• Proficiency with computers and general office equipment.

Responsibilities

• Serve as a primary point of contact for clients by phone and in person.
• Assist clients with questions about policies and coverage.
• Coordinate appointments and manage organized client files.

Skills

Customer service

Organizational skills

Communication skills

Teamwork

Education

High school diploma

Associate degree

Tools

Microsoft Office Suite

Job description

Position Overview

We are seeking a motivated and client-focused Account Manager to join our team at Douce Agency. This position is responsible for supporting day‑to‑day client service operations by assisting customers with policy servicing, account inquiries, and administrative support while helping maintain strong client relationships.

Work Arrangement

This is a full‑time position working in our office located in Marion, OH.

Professional Responsibilities

• Deliver responsive, professional service while serving as a primary point of contact for clients by phone and in person.
• Assist clients with policy information, coverage questions, payment processing, and policy change requests in a timely and accurate manner.
• Investigate policy updates and communicate coverage changes clearly to ensure clients understand policy impacts and available options.
• Obtain and maintain an active Ohio insurance license, with licensing support provided by the agency.
• Answer and route incoming calls while maintaining a professional and welcoming client experience.
• Coordinate appointments, meetings, and scheduling activities to support office operations and client service needs.
• Manage incoming and outgoing mail and maintain organized client files, records, and documentation.
• Support office operations by monitoring supplies, maintaining organization, and assisting with administrative tasks as needed.
• Collaborate effectively with team members to support workflow efficiency, client retention, and service excellence.
• Maintain confidentiality and adhere to agency procedures, professional standards, and compliance expectations.

Qualifications And Requirements

• 1‑3 years of experience in an office, administrative, customer service, or insurance‑related role preferred.
• High school diploma required; associate degree preferred.
• Willingness and ability to obtain and maintain an active Ohio insurance license required.
• Strong organizational skills with the ability to prioritize tasks, manage responsibilities, and work independently.
• Excellent written and verbal communication skills with strong attention to detail.
• Commitment to delivering exceptional customer service and building positive client relationships.
• Proficiency with computers, Microsoft Office Suite, and general office equipment.
• Collaborative, flexible, and team‑oriented mindset with a strong work ethic.

Benefits

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short‑Term Disability, Long‑Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k)

Equal Employment Opportunity

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.