Remote Client Success Specialist

Patriot Growth Insurance Services, LLC; United States; Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical plans

Virtual healthcare

Disability coverage

Parental leave

Flexible PTO

401(k) match

EAP

Job summary

Patriot Growth Insurance Services, LLC in the United States is seeking a Client Services Specialist to help clients navigate their insurance needs through responsive service, accurate policy updates, and clear communication. You will support a specific operational pillar and coordinate with Sales, Renewal, and Account Support teams to ensure timely service throughout the account lifecycle.

The role emphasizes building strong client relationships, handling inquiries promptly, processing

Qualifications

• 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.

Responsibilities

• 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.

Skills

Relationship-focused

Empathetic

Organized

Clear communicator

Collaborative

Tech-savvy

Education

High school diploma or GED

Associate degree in Business Administration or similar

Tools

CRM software

Microsoft Office

AI tools

Job description

Patriot Growth Insurance Services, LLC in the United States is seeking a Client Services Specialist to help clients navigate their insurance needs through responsive service, accurate policy updates, and clear communication. You will support a specific operational pillar and coordinate with Sales, Renewal, and Account Support teams to ensure timely service throughout the account lifecycle.

The role emphasizes building strong client relationships, handling inquiries promptly, processing