Remote Client Services Specialist – Personal Lines

Patriot Growth Insurance Services, LLC; Tallahassee (FL); A distancia; USD 50.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical plan options

Virtual medical care

Paid parental leave

Personalized PTO

401(k) match

Dental and vision coverage

Descripción de la vacante

Patriot Growth Insurance Services is seeking a Client Services Specialist to support a personal lines book from a remote Florida role. You’ll handle policy service, endorsements, billing inquiries, and client communications to ensure accurate policies and timely responses.

You’ll collaborate with producers, carriers, and account teams, identify coverage changes, manage onboarding, and build strong client relationships while delivering high-quality service.

Formación

• 2–4 years in sales, account management, customer service, insurance servicing, or related client-facing role.
• Florida 2-20 Property & Casualty License or Florida 20-44 Personal Lines License.
• Strong knowledge of personal lines insurance products and client service practices.
• Excellent verbal and written communication skills.

Responsabilidades

• Build and strengthen client relationships with clients, carriers, producers, and internal partners.
• Manage policy changes, endorsements, billing inquiries, and service-related requests with accuracy and timeliness.
• Review policy documentation and coverage changes to ensure alignment with carrier requirements and procedures.
• Coordinate new business onboarding activities to support a seamless transition from sales to ongoing service.
• Identify coverage gaps and opportunities to support client retention and growth.
• Facilitate communication between clients, carriers, and internal teams to resolve issues.

Conocimientos

Client relationships

Time management

Communication

Problem solving

Educación

High School Diploma / GED

Florida 2-20 P&C License

Herramientas

CRM platforms

Microsoft Office

Descripción del empleo

Patriot Growth Insurance Services is seeking a Client Services Specialist to support a personal lines book from a remote Florida role. You’ll handle policy service, endorsements, billing inquiries, and client communications to ensure accurate policies and timely responses.

You’ll collaborate with producers, carriers, and account teams, identify coverage changes, manage onboarding, and build strong client relationships while delivering high-quality service.