Client Service Representative

Patriot Growth Insurance Services, LLC; 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

Client Service Representative Douce James| Marion, OH | On-Site | Full-Time

Why This Role Matters

As a Client Service Representative, you are often the first person clients connect with when they need assistance, guidance, or support. Your ability to create a welcoming experience, manage important administrative processes, and keep daily operations running smoothly helps strengthen client relationships and supports the success of the agency. At Douce James, you'll work alongside a team committed to delivering personalized insurance solutions across home, auto, life, retirement, commercial, farm, crop, and investment services. This position plays an important role in ensuring clients receive responsive service while supporting agency teams with essential administrative and operational functions.

How You'll Make an Impact

Welcome clients and visitors with a professional, friendly, and service-focused approach. Answer incoming calls and direct clients and business partners to the appropriate team members to ensure timely assistance. Process account requests, changes, and payments accurately while maintaining excellent client service. Coordinate and confirm appointments, meetings, and office activities to support efficient agency operations. Organize and distribute incoming and outgoing mail, helping maintain smooth day-to-day workflows. Maintain records, files, correspondence, and administrative documentation to support accurate and efficient operations. Support special projects through research, document preparation, data entry, and general office assistance. Help create a professional, organized, and welcoming office environment for clients, team members, and visitors.

Who You Are

Customer-focused and genuinely enjoy helping people solve problems and find answers. Organized and detail-oriented, with the ability to manage multiple priorities effectively. A strong communicator who interacts professionally and confidently with clients, colleagues, and business partners. Reliable and accountable, with the ability to work independently while contributing to team success. Adaptable and flexible in a fast-paced office environment. Committed to accuracy and quality in administrative and customer service work. Comfortable using technology and office systems to support daily responsibilities.

What You Bring

Day One

• 3 to 5 years of experience in customer service, administrative support, clerical support, office support, or a related role.
• High school diploma or equivalent.
• Strong verbal and written communication skills, including excellent grammar, spelling, and punctuation.
• Exceptional customer service and interpersonal skills with a professional and approachable demeanor.
• Strong organizational skills and attention to detail.
• Demonstrated ability to prioritize tasks, manage time effectively, and work independently.
• Proficiency with Microsoft Office Suite and standard office technology and equipment.
• Ability to collaborate effectively within a team-oriented environment.

Valuable Additions

• Associate degree.
• Previous experience in an insurance agency, financial services office, or professional services environment.
• Experience supporting client account administration and office operations.
• Familiarity with agency management systems or customer relationship management software.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range: Posted below* *Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Pay Range $16.83 — $18.27 USD

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do. 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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

About Douce James

Since 2017, The Douce Agency, LLC has been a trusted independent insurance agency based in Marion, Ohio, proudly serving individuals, families, and businesses across Ohio, Indiana, and Michigan. As a proud partner agency of Patriot Growth Insurance Services, we offer a wide range of personalized insurance solutions, including home, auto, life, retirement, commercial, investments, farm, and crop coverage. Our experienced team is committed to delivering outstanding service and tailored protection to meet the unique needs of every client.

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.