Client Service Representative

Patriot Growth Insurance Services; United States; On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k)

PaidParentalLeave

Flexible Spending Account

Health Savings Account

Commuter Transit Programs

Short Term Disability

Long Term Disability and Group Term LI

Employee Assistance Program

Paid holidays

Personalized PTO

401 k

Job summary

Patriot Growth Insurance Services seeks a professional and customer focused Client Service Representative to support day to day office operations in Marion, OH. You will greet clients, answer calls, process account requests and payments, and coordinate appointments while maintaining a welcoming environment.

The ideal candidate has 3–5 years of experience in customer service or administrative support, a high school diploma, strong communication skills, and proficiency with Microsoft Office.

Qualifications

• 3–5 years of experience in customer service or administrative support
• High school diploma required; Associate degree preferred
• Strong verbal and written communication skills including grammar, spelling, and punctuation
• Exceptional customer service and interpersonal skills with a professional demeanor
• Strong attention to detail and organizational skills

Responsibilities

• Greet and assist customers professionally both in person and over the phone
• Respond to customer inquiries, process account changes and accept payments accurately
• Manage incoming calls and direct customers to the appropriate team members
• Coordinate schedule and confirm appointments, meetings, and related office activities
• Process, sort and distribute incoming and outgoing mail
• Maintain office supply inventory and coordinate ordering and distribution
• Prepare, update, organize and maintain files, records and correspondence
• Support administrative and operational projects through research, document preparation and data entry
• Communicate professionally with clients, team members and business partners to support timely service
• Assist with daily office needs while maintaining a professional, organized environment

Skills

Customer service

Administrative support

Office support

Communication skills

Education

High school diploma

Associate degree preferred

Tools

Microsoft Office Suite

Job description

About Douce James A Division of Patriot Growth Insurance Services

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

Position Overview

We are seeking a professional and customer focused Client Service Representative to support day to day office operations and provide a high quality experience for clients and visitors This role is responsible for greeting customers answering calls processing account requests and payments coordinating appointments managing mail and supporting administrative projects The ideal candidate is organized detail oriented and comfortable balancing customer service responsibilities with clerical and office support tasks This position plays a key role in maintaining smooth office operations supporting internal teams and delivering responsive service to clients

Work Arrangement

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

Professional Responsibilities

• Greet and assist customers professionally both in person and over the phone
• Respond to customer inquiries process account changes and accept payments accurately
• Manage incoming calls and direct customers and callers to the appropriate team members
• Coordinate schedule and confirm appointments meetings and related office activities
• Process sort and distribute incoming and outgoing mail
• Maintain office supply inventory and coordinate ordering and distribution as needed
• Prepare update organize and maintain files records correspondence and other office documentation
• Support administrative and operational projects through research document preparation data entry and general office support activities
• Communicate professionally with clients team members and business partners to support timely and accurate service
• Assist with daily office needs while maintaining a professional organized and welcoming environment

Qualifications and Requirements

• 3 5 years of experience in customer service administrative support clerical support office support or a related role
• High school diploma required; Associate degree preferred
• 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 attention to detail and organizational skills
• Demonstrated ability to prioritize tasks manage time effectively and work independently
• Proficiency with Microsoft Office Suite and standard office technology and equipment
• Ability to work collaboratively in a team oriented environment while remaining flexible in a dynamic workplace

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 currently ranked as the 25th largest broker in the US by Business Insurance and has been named to the 2025 Inc 5000 list of fastest growing companies With over 2100 employees operating in 150 locations across 48 states Patriots 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

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

• Medical Dental and Vision Benefits
• Flexible Spending Account FSA
• Health Savings Account HSA
• 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

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 wwwpatriotgiscom