Client Experience Specialist – Insurance Admin

Doist; Marion (OH); On-site; USD 23,000 - 25,000; Full time

Benefits offered by this job

Medical plans

Virtual care

Disability coverage

Parental leave

401(k) match

Dental & vision

Job summary

Patriot Growth Insurance Services seeks a Client Service Representative to greet clients, process requests, and support agency operations in Marion, OH. You’ll handle calls, appointments, and administrative tasks with accuracy and a customer-focused approach.

The role emphasizes organized, detail-oriented teamwork in a fast-paced office, offering a comprehensive benefits package and competitive pay.

Qualifications

• 3–5 years in customer service, administrative or related roles.
• High school diploma or equivalent.
• Strong verbal and written communication with good grammar and punctuation.
• Excellent customer service and interpersonal skills.
• Strong organizational skills with attention to detail.
• Ability to prioritize, manage time, and work independently.
• Proficient with Microsoft Office and standard office tech.
• Team-oriented with collaborative mindset.

Responsibilities

• Welcome clients with a professional, friendly service.
• Answer calls and direct clients to the right team.
• Process account requests, changes, and payments accurately.
• Coordinate and confirm appointments and meetings.
• Organize and distribute mail; maintain office files.
• Support projects with research, data entry, and admin tasks.
• Help create a professional, welcoming office environment.

Skills

Customer service

Communication skills

Organization

Microsoft Office

Team collaboration

Time management

Attention to detail

Education

High school diploma

Tools

CRM software

Job description

Patriot Growth Insurance Services seeks a Client Service Representative to greet clients, process requests, and support agency operations in Marion, OH. You’ll handle calls, appointments, and administrative tasks with accuracy and a customer-focused approach.

The role emphasizes organized, detail-oriented teamwork in a fast-paced office, offering a comprehensive benefits package and competitive pay.