Remote Insurance Client Services Specialist

Patriot Growth Insurance Services; United States; A distancia; USD 60.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical plans

Virtual medical and mental healthcare

Disability coverage

Parental leave

Personalized PTO

401(k) company match

Employee Assistance Program

Descripción de la vacante

Patriot Growth Insurance Services is seeking a Client Services Specialist to help clients navigate day-to-day insurance needs with responsive service, accurate policy updates, and clear communication. You will coordinate service activities across account lifecycles and work with Sales, Renewal, and Account Support teams to ensure timely client attention.

This role emphasizes building lasting relationships, handling endorsements and policy changes, and maintaining complete records while staying

Formación

• 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 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.

Responsabilidades

• Build and maintain relationships with clients and internal partners through dependable, attentive service.
• Respond to client 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 and procedures.
• 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 and best practices.
• Pursue continuing education to maintain and strengthen knowledge of insurance products and trends.
• Protect confidential employee and client information and follow ethical standards.

Conocimientos

Client relationships

Customer service

Communication

CRM proficiency

Organizational skills

Problem-solving

Team collaboration

Technology adoption

Educación

High school diploma or GED / Associate degree in Business Administration

Herramientas

CRM platforms

Microsoft Office

AI tools

Descripción del empleo

Patriot Growth Insurance Services is seeking a Client Services Specialist to help clients navigate day-to-day insurance needs with responsive service, accurate policy updates, and clear communication. You will coordinate service activities across account lifecycles and work with Sales, Renewal, and Account Support teams to ensure timely client attention.

This role emphasizes building lasting relationships, handling endorsements and policy changes, and maintaining complete records while staying