Yacht Insurance Service Coordinator

Patriot Growth Insurance Services, LLC; West Palm Beach (FL); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

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

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

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

Job description

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