Client Service Specialist - Insurance (Flexible PTO)

Patriot Growth Insurance Services; Marion (OH); On-site; USD 48,252,000 - 52,352,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match

Paid time off

Company holidays

Job summary

Patriot Growth Insurance Services, based in Marion, Ohio, seeks a Client Service Representative to deliver welcoming, professional service to clients and partners. You will manage calls, assist with account changes, and support daily agency operations with accurate, organized administrative tasks.

The role emphasizes strong communication, teamwork, and reliability, with opportunities to contribute to a busy insurance practice serving home, auto, life, retirement, and commercial lines.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer service

Administrative support

Office communication

Microsoft Office

Organizational skills

Time management

Team collaboration

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Office

CRM software

Job description

Patriot Growth Insurance Services, based in Marion, Ohio, seeks a Client Service Representative to deliver welcoming, professional service to clients and partners. You will manage calls, assist with account changes, and support daily agency operations with accurate, organized administrative tasks.

The role emphasizes strong communication, teamwork, and reliability, with opportunities to contribute to a busy insurance practice serving home, auto, life, retirement, and commercial lines.