About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and across 48 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Position Overview: The Client Service Representative is responsible for providing efficient and professional phone coverage and communications with clients, as well as general administrative support to the team on general tasks, short and long-term projects, and internal workflows. This position is additionally responsible for external client communication through mailing, electronic correspondence, and answering phones
Work Arrangement: This is a full-time position that reports to our office located in Hamden, CT. Remote/hybrid opportunities may be available.
Professional Responsibilities:
- Provide effective administrative and clerical support in support of client and prospective client needs in a timely manner while prioritizing work appropriately.
- Respond to main phone line, directing callers, taking messages, and forwarding communications while creating a positive experience for the caller and efficiently directing inquiries to the appropriate individual internally.
- Perform general data entry work, including entering confidential data into applicable systems with great attention to detail.
- Receive, sort, and handle incoming mail appropriately, getting all mail to the intended recipient in a timely manner.
- Efficiently and accurately prepare miscellaneous reports, documents, quotes, proposals, letters, mailings, newsletters, presentation binders, PowerPoints, notifications, etc.
- Manage multiple tasks and projects while utilizing effective time management and prioritization skills to ensure all tasks are accomplished in a timely manner.
- Productively collaborate on agency projects and initiatives, providing general administrative and organizational support with excellent follow up.
Qualifications and Requirements:
- Experience with organization and administrative work.
- High School Diploma/GED.
- Personal Lines Insurance Producer license (or willingness to obtain licensure within six months from date of hire).
- Excellent communication skills, both written and verbal, to convey information clearly and transparently.
- Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
- Display a high level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity.
- Ability to work effectively in a team environment and collaborate with team members and other departments.
- Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
- Provide empathetic and supportive assistance to clients and visitors by being responsive to needs and creating a positive experience at the front desk.
- Familiarity and proficiency in using relevant software applications, Microsoft Office Suite, and other tools used for email and data entry.
- Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.
Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
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 .