Client Services Specialist
New
P
Patriot Growth Insurance ServicesInsurance services
United States | RemoteFull-TimeMiddle
Salary60,000 - 70,000 USD per year
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Job Details
- Experience
- 1–3 years of experience in a sales, account management, or customer service position.
- Required Skills
- Microsoft Office SuiteClient relationship management
Requirements
- Have 1–3 years of experience in a sales, account management, or customer service position.
- Have a high school diploma or GED, or an associate degree in Business Administration or a similar field.
- Hold a Florida 2-20 Insurance License, or a Florida 20-44 Insurance License for a Personal Lines-only assignment.
- Bring comprehensive knowledge of insurance products, coverages, policies, procedures, and underwriting principles.
- Have experience building client relationships, understanding individual needs, and providing tailored insurance solutions.
- Demonstrate strong organizational skills and the ability to prioritize tasks and manage daily responsibilities.
- Demonstrate problem-solving skills and persistence in resolving client concerns.
- Have written and verbal communication skills and the ability to collaborate effectively with a team.
- Be proficient with CRM platforms, Microsoft Office Suite, and emerging AI tools.
- Maintain confidentiality, follow ethical standards, and stay current on industry trends, regulations, and best practices.
- Property and Casualty insurance industry experience is a valuable addition.
- A bachelor's degree in Sales, Business Administration, Marketing, or a similar field is a valuable addition.
Responsibilities
- Build and maintain relationships with clients and internal partners through attentive service.
- Respond to client and account inquiries, resolve concerns, and keep clients informed.
- Process and follow up on endorsements, policy changes, and service transactions.
- Review policy documents and changes for accuracy and alignment with carrier requirements, agency procedures, and compliance standards.
- Coordinate with Sales on accurate new business setup and transition into ongoing service.
- Partner with Renewal Specialists on 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.
- Maintain accurate account activity, documentation, and system records.
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