Remote Insurance Client Services Specialist

Humamaria; United States; Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical plan options

Virtual medical and mental healthcare

Disability coverage

Paid parental leave

Personalized PTO with no traditionalac

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 with their insurance needs from a remote, full-time position in the United States. You will collaborate with Sales, Renewal, and Account Support teams, handling endorsements, policy changes, and service transactions while maintaining accurate records.

The role emphasizes relationship-building, responsiveness, and proactive problem-solving, with ongoing education to stay current on industry trends and

Qualifications

• 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.

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

Responsive and empathetic

Organized and detail-oriented

Problem-solving

Clear communicator

Collaborative

Adaptable

Discreet and dependable

Education

High school diploma or GED

Associate degree in Business Administration or similar

Tools

CRM platforms

Microsoft Office Suite

AI tools

Job description

Patriot Growth Insurance Services is seeking a Client Services Specialist to support clients with their insurance needs from a remote, full-time position in the United States. You will collaborate with Sales, Renewal, and Account Support teams, handling endorsements, policy changes, and service transactions while maintaining accurate records.

The role emphasizes relationship-building, responsiveness, and proactive problem-solving, with ongoing education to stay current on industry trends and