Serivce Assistant

Patriot Growth Insurance Services, LLC; West Palm Beach (FL); Vor Ort; USD 42.000 - 54.000; Vollzeit

Benefits dieser Stelle

Multiple medical plan options

Free virtual medical and mental health

Employer-paid disability coverage

Paid parental leave

Personalized PTO with separate sick-le

Competitive 401(k) match

Comprehensive dental and vision

Employee Assistance Program

Zusammenfassung

Patriot Growth Insurance Services in West Palm Beach, FL seeks a Service Assistant to support yacht/marine accounts from an administrative and service perspective. This full-time role collaborates with Account Executives to manage submissions, renewals, endorsements, and policy changes while keeping client information accurate and up to date.

The position emphasizes organized, detail-oriented work, strong communication, and the ability to handle multiple tasks in a fast-paced insurance

Qualifikationen

• 1+ year of experience in insurance, financial services, client service or a related administrative role preferred.
• Experience in commercial, personal lines, high-net-worth, yacht or marine insurance is a plus.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Strong customer service mindset and professional communication style.
• Comfortable working with insurance carriers, clients and internal stakeholders.
• Proficiency with Microsoft Office and the ability to learn agency management and CRM systems quickly.
• Ability to work independently while also contributing effectively within a team.
• Active insurance license or willingness to obtain required licensing is preferred.

Aufgaben

• Provide day-to-day administrative and service support to Account Executives managing yacht and marine insurance accounts.
• Assist with new business submissions, renewals, endorsements, certificates and other policy-related transactions.
• Request, collect and organize information and documentation needed from clients and carriers.
• Prepare applications, submissions and other insurance documentation for review by Account Executives.
• Communicate with insurance carriers, wholesalers and other business partners regarding account activity and policy transactions.
• Process policy changes, endorsements and other service requests accurately and within established timelines.
• Assist with renewal preparation, including gathering updated vessel, client, coverage and loss information.
• Maintain accurate and up-to-date client, policy and activity information within the agency management system.
• Monitor outstanding requests and follow up with clients, carriers and internal team members to ensure items are completed.
• Assist Account Executives with preparing client correspondence, proposals, renewal information and other materials.
• Respond to routine client questions and service requests or appropriately elevate matters to the Account Executive.
• Assist with policy checking to identify discrepancies between applications, quotes, binders and issued policies.
• Maintain organized electronic and physical account files in accordance with agency procedures.
• Support the team with special projects, reporting and other administrative responsibilities as needed.

Kenntnisse

Organizational skills

Attention to detail

Written and verbal communication

Multitasking and meeting deadlines

Customer service mindset

Team player

Independent work capability

Willingness to obtain insurance licens

Tools

Microsoft Office

CRM systems

Agency management system

Jobbeschreibung

Service Assistant

Patriot Growth Insurance Services | West Palm Beach, Florida | Full-Time

Why This Role Matters

We are seeking aService Assistantto join our growing Yacht Business Unit in Florida.This role will provide day-to-day administrative and insurance service support to Account Executives and clients, helping ensure accounts are managed accurately, efficiently and witha high levelof client service.

The Service Assistant will playan important rolein the overall client experience by coordinating policy transactions,maintainingaccurateaccount information, communicating with insurancecarriersand supporting the Account Executive team with renewals,endorsementsand other account needs.

This is an excellent opportunity for an organized, detail-oriented insurance professional who enjoys working in a collaborative environment and wants to buildexpertisein the yacht and marine insurance industry.

How You’ll Make an Impact

• Provide day-to-day administrative and service support to Account Executives managing yacht and marine insurance accounts.
• Assistwith new business submissions, renewals, endorsements,certificatesand other policy-related transactions.
• Request, collect and organize information and documentation needed from clients and carriers.
• Prepare applications,submissionsand other insurance documentation for review by Account Executives.
• Communicate with insurance carriers,wholesalersand other business partnersregardingaccount activityand policy transactions.
• Process policy changes,endorsementsand other service requests accurately and within established timelines.
• Assistwith renewal preparation, including gathering updatedvessel,client,coverageand loss information.
• Maintainaccurateand up-to-date client,policyand activity information within the agency management system.
• Monitor outstanding requests and follow up with clients,carriersand internal team members to ensure items are completed.
• Assist Account Executives with preparing client correspondence, proposals, renewal information and other materials.
• Respond to routine client questions and service requests or appropriately elevate matters to the Account Executive.
• Assistwith policy checking toidentifydiscrepancies between applications, quotes,bindersand issued policies.
• Maintain organized electronic and physical account filesin accordance withagency procedures.
• Support the team with special projects,reportingand other administrative responsibilities as needed.

What You Bring

• 1+yearof experience in insurance, financial services, clientserviceor a related administrative role preferred.
• Experience in commercial, personal lines, high-net-worth, yacht or marine insurance is a plus.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Strong customer service mindset and professional communication style.
• Comfortable working with insurance carriers,clientsand internal stakeholders.
• Proficiencywith Microsoft Office and the ability to learn agency management and CRM systems quickly.
• Ability to work independently while also contributing effectively within a team.
• Active insurance license or willingness to obtain required licensing is preferred.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you’re working or not, life doesn’t stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We’re invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you’re building a life with matters to us as much as the work you do.

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We’re currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it’s about the people behind them.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.