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Client Service Representative Hybrid 46

PATRIOT • Full-time and Part-time • United States • $20 - $30 / hour • 1m ago

Qualifications

This position requires a detail-oriented and organized professional who can thrive in a fast-paced environment, balancing multiple tasks and client needs
High school diploma or equivalent (required)
Minimum of 2-3 years of customer service experience in commercial insurance (required)
Excellent interpersonal and communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
A passion for being part of a team that drives our company to industry leadership
Ability to establish and maintain effective working relationships with both peers and clients
Authorized to work in the U.S

Benefits

sponsorship
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners
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)

Responsibilities

As a Commercial Lines Customer Service Representative, you will play a crucial role in providing exceptional service to our commercial insurance clients
You will be responsible for managing client accounts, addressing inquiries, processing policy changes, and assisting with claims
The ideal candidate will have a strong background in commercial insurance, excellent communication skills, and a dedication to delivering high-quality customer support
You will work closely with account managers, underwriters, and other team members to ensure client satisfaction and retention
By maintaining a thorough understanding of commercial insurance products and services, you will help clients navigate complex insurance policies and provide timely solutions to their concerns
If you are customer-focused, proactive, and passionate about supporting business clients in their insurance needs, this position is a great fit for you
Respond to inquiries and requests from commercial insurance clients via phone, email, or in person
Process and manage commercial insurance policies
Assist clients with claim submissions, provide claim status updates, and help resolve issues with adjusters or underwriters
Maintain regular communication with clients, providing updates on policy changes and billing
Prepare, review, and file insurance documents, ensuring accuracy and compliance with industry regulations
Address client concerns or issues and work with underwriters, brokers, or other departments to find timely solutions
Ensure compliance with all regulatory requirements, agency policies, and industry standards during all interactions with clients
Build and maintain strong relationships with commercial clients to foster retention and satisfaction
Enter and update client information and policy details in the company's database and CRM system
Work closely with underwriters, agents, and other internal teams to ensure smooth processing of commercial policies
Provide clients with billing information, payment options, and assist with resolving payment-related inquiries

Job description

About Patriot Growth Insurance Services:

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.

Patriot is currently ranked as the 25th largest broker in the U.S.by Business Insurance and has been named to the 2025 Inc.

5000 list of fastest-growing companies.

With over 2,100 employees operating in 150+ locations in over 45 states, Patriot's collaborative model delivers resources and strategic support to its agencies.

Patriot creates true alignment with itspartner 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:

As a Commercial Lines Customer Service Representative, you will play a crucial role in providing exceptional service to our commercial insurance clients.

You will be responsible for managing client accounts, addressing inquiries, processing policy changes, and assisting with claims.

The ideal candidate will have a strong background in commercial insurance, excellent communication skills, and a dedication to delivering high-quality customer support.

This position requires a detail-oriented and organized professional who can thrive in a fast-paced environment, balancing multiple tasks and client needs.

You will work closely with account managers, underwriters, and other team members to ensure client satisfaction and retention.

By maintaining a thorough understanding of commercial insurance products and services, you will help clients navigate complex insurance policies and provide timely solutions to their concerns.

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 ***.