Insurance Client Services Specialist

Patriot Growth Insurance Services, LLC; Marion (OH); On-site; USD 23,000 - 26,000; Full time

Benefits offered by this job

Medical plans

Virtual healthcare

Disability coverage

Parental leave

Personalized PTO

401(k) match

Dental & Vision

EAP

Job summary

Patriot Growth Insurance Services, LLC in Marion, OH is seeking a dedicated Client Service Representative to be the first point of contact for clients, providing welcoming and accurate service on-site. You will support agency operations across home, auto, life, retirement, commercial, farm, and crop products.

The role emphasizes in-person client engagement, appointment coordination, and administrative duties.

Qualifications

• 3 to 5 years of experience in customer service or administrative support.
• High school diploma or equivalent.
• Strong verbal and written communication skills.

Responsibilities

• Welcome clients and visitors with a professional, friendly, service-focused approach.
• Answer incoming calls and direct clients to the appropriate team.
• Process account requests, changes, and payments accurately.
• Coordinate and confirm appointments and office activities.
• Organize and distribute mail and maintain records and documentation.
• Support projects through research, data entry, and general office tasks.

Skills

Customer service

Administrative support

Office software

Communication skills

Organizational skills

Education

High school diploma

Tools

Microsoft Office

Job description

Patriot Growth Insurance Services, LLC in Marion, OH is seeking a dedicated Client Service Representative to be the first point of contact for clients, providing welcoming and accurate service on-site. You will support agency operations across home, auto, life, retirement, commercial, farm, and crop products.

The role emphasizes in-person client engagement, appointment coordination, and administrative duties.