Client Services Specialist

Patriot Growth Insurance Services, LLC; Oregon; Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical plan options

Virtual care for employees

Disability coverage

Paid parental leave

Personalized PTO

401(k) company match

Dental and vision coverage

Employee Assistance Program

Job summary

Patriot Growth Insurance Services is seeking a Client Services Specialist to support clients’ insurance needs remotely. You will coordinate service tasks across the account lifecycle, process endorsements and policy changes, and ensure accurate records while collaborating with Sales and Renewal teams.

The role emphasizes relationship-building, timely communication, and adherence to carrier requirements, with opportunities for continuing education and diverse benefits.

Qualifications

• Experience handling client inquiries and coordinating service tasks.
• Knowledge of insurance products and carrier requirements.
• Ability to maintain accurate records and use CRM systems.
• Excellent written and verbal communication skills.
• Willingness to pursue continuing education.

Responsibilities

• Coordinate service activities across the account lifecycle.
• Assist with endorsements, policy changes, and service transactions.
• Review policy documents for accuracy.
• Support new business setup and transitions to ongoing service.
• Collaborate with Sales, Renewal, and Account Support teams.
• Maintain complete account activity and records.

Skills

CRM proficiency

Customer service

Communication skills

Organizational skills

Problem solving

Collaboration

Tech savviness

Education

High school diploma or GED

Associate degree in Business Administration

Tools

CRM platforms

Microsoft Office Suite

AI tools

Job description

Client Services Specialist

Patriot Growth Insurance Services | United States | Remote | Full-Time

Why This Role Matters

As a Client Services Specialist, you'll help clients navigate their day-to-day insurance needs through responsive service, accurate policy updates, and clear communication. Your ability to understand client concerns, coordinate solutions, and maintain complete records will help build lasting relationships and deliver a consistent client experience. You'll support a specific operational pillar, such as Personal Lines, Commercial Lines, Marketing, CBU, or another specialty area, and report to that pillar's Director. Working closely with Sales, Renewal, and Account Support teams, you'll coordinate service activities throughout the account lifecycle and help ensure client needs receive timely attention.

How You'll Make an Impact

Build and maintain strong relationships with clients and internal partners through dependable, attentive service. Respond to client and account inquiries promptly, helping resolve concerns and keeping clients informed. Process and follow up on endorsements, policy changes, and service transactions accurately and efficiently. Review policy documents and changes for accuracy and alignment with carrier requirements, agency procedures, and applicable compliance standards. Coordinate with Sales to support accurate new business setup and a smooth transition into ongoing service. Partner with Renewal Specialists to handle service tasks and client requests outside the renewal workflow. Identify potential coverage gaps and additional account needs, referring opportunities to Sales. Handle mid-term remarkets and identify account rounding and upsell opportunities. Coordinate communication among clients, producers, carriers, and internal teams to support timely service. Maintain accurate account activity, documentation, and system records. Collaborate with Account Support Associates to complete processing tasks and keep workflows moving. Participate in team huddles and training to stay aligned on procedures, service expectations, carrier updates, and best practices. Pursue continuing education to maintain and strengthen your knowledge of insurance products, carriers, and industry developments. Protect confidential employee and client information and follow ethical standards in all account activities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Who You Are

A relationship-focused professional who enjoys helping clients understand and manage their insurance needs. Responsive and empathetic, with a commitment to making each client interaction helpful and professional. Organized and detail-oriented, with the ability to balance daily service requests and follow-up responsibilities. A resourceful problem-solver who follows issues through to resolution. A clear communicator who keeps clients and colleagues informed. Collaborative and comfortable coordinating across teams. Adaptable and interested in using technology to improve efficiency and service. Discreet and dependable when handling sensitive information.

What You Bring

Day One:

• 1–3 years of experience in a sales, account management, or customer service position.
• High school diploma or GED, or an associate degree in Business Administration or a similar field.
• Florida 2-20 Insurance License, or a Florida 20-44 Insurance License for a Personal Lines-only assignment.
• Comprehensive knowledge of insurance products, coverages, policies, procedures, and underwriting principles.
• Experience building client relationships, understanding individual needs, and providing tailored insurance solutions.
• Strong organizational skills with the ability to prioritize tasks and manage daily responsibilities effectively.
• Strong problem-solving skills and a persistent approach to resolving client concerns.
• Excellent written and verbal communication skills.
• Ability to collaborate effectively and contribute to shared team goals.
• Proficiency with CRM platforms, Microsoft Office Suite, and emerging AI tools to improve efficiency and workflows.
• Commitment to maintaining confidentiality, following ethical standards, and staying current on industry trends, regulations, and best practices.

Valuable Additions

• Experience in the Property and Casualty insurance industry.
• Bachelor's degree in Sales, Business Administration, Marketing, or a similar field.

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

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 managed 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.

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.

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.

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$60,000—$70,000 USD