Client Experience Coordinator

PDCM Insurance Inc.; Taunton (MA); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a dynamic team as a Client Experience Coordinator where you'll be the welcoming face for clients, ensuring they receive exceptional service and support. This role involves managing client interactions, processing payments, and assisting with various administrative tasks in a collaborative environment. Embrace the opportunity to thrive in a fast-paced setting while contributing to a company dedicated to operational excellence and growth. If you have a friendly demeanor and a passion for helping others, this position is a perfect match for you.

Benefits

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Company paid Short-Term Disability

Company paid Long-Term Disability

Company paid Group Term Life

Company paid Employee Assistance Program

Paid holidays

Personalized PTO

401 (k)

Qualifications

• High School Diploma or GED required; associates degree preferred.
• Prior customer service or administrative experience is a plus.

Responsibilities

• Provide exceptional customer service and manage client interactions.
• Process client payments and manage appointments efficiently.
• Assist with special projects and maintain a professional front desk.

Skills

Customer Service

Microsoft Office Suite

Attention to Detail

Education

High School Diploma/GED

Associates Degree in Business Administration

Job description

Careers At Patriot Growth Insurance Services and Partner Agencies

Current job opportunities are posted here as they become available.

About FBInsure, A Division of Patriot Growth Insurance Services: FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients’ needs, allowing us to share our prosperity with our employees and our communities. FBinsure is a proud partner agency of Patriot Growth Insurance Services.

Position Overview: Join our team as a Client Experience Coordinator and be the friendly face that greets clients with warmth and professionalism, ensuring they receive prompt and efficient direction to the right individual or department. You'll also manage monetary transactions seamlessly, navigate carrier websites with ease, and take on exciting special projects and tasks assigned by our supportive management team. This role is perfect for someone who thrives in a dynamic environment and enjoys making a positive impact on every client interaction.

Work Arrangement: This is a full-time position working in our office in Taunton, MA.

Professional Responsibilities:

• Providing exceptional customer service by answering all incoming calls warmly and professionally, ensuring prompt redirection to the appropriate internal contact.
• Efficiently screening and distributing incoming calls to ensure timely responses.
• Greeting and assisting clients visiting our office, ensuring they receive a positive and helpful experience.
• Processing client payments accurately and efficiently.
• Managing client appointments across multiple locations.
• Taking ownership of additional tasks as assigned, demonstrating attention to detail and follow-through.
• Coordinating supply requests for your location, ensuring smooth operations.
• Maintaining a tidy and professional front desk area to create a welcoming atmosphere.
• Reporting building issues promptly and accurately to the appropriate contacts.
• Undertaking special projects as directed by our leadership team.
• Utilizing downtime to contribute to data cleanup efforts, ensuring accuracy and efficiency.

Qualifications and Requirements:

• High School Diploma/GED
• Associates Degree in Business Administration or similar preferred
• Prior customer service or administrative experience preferred
• Proficient in Microsoft Office Suite
• Hours 8:00 AM to 5:00 PM in a specified office
• Rotating virtual Saturday and Thursday night shifts
• Client facing and location-based position
• Must have a professional and friendly demeanor
• Must report to work in appropriate professional attire
• Authorized to work in the U.S. without sponsorship

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

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 holidays
• Personalized PTO
• 401 (k)

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.