Client Services Specialist

Client Services Specialist Patriot Growth Insurance Services | Remote in Florida, USA | Full-Time Why This Role Matters As a Client Services Specialist, you play a critical role in helping clients protect what matters most. You'll serve as a trusted resource for policy service, coverage guidance, account maintenance, and relationship management while delivering a responsive, high-quality client experience.

In this role, you'll manage day-to-day service needs for a personal lines book of business, working closely with producers, renewal specialists, carriers, and account support teammates. Your expertise and attention to detail will help ensure policies remain accurate, clients stay informed, and service requests are handled efficiently throughout the policy lifecycle. How You'll Make an Impact

Build and strengthen relationships with clients, carriers, producers, and internal partners to deliver exceptional service. Manage policy changes, endorsements, billing inquiries, and service-related requests with accuracy, responsiveness, and attention to detail. Review policy documentation and coverage changes to ensure alignment with carrier requirements, agency procedures, and compliance standards. Coordinate new business onboarding activities to support a seamless transition from the sales process to ongoing account service. Identify coverage gaps, account rounding opportunities, and additional client needs, partnering with producers to support client retention and growth. Facilitate communication between clients, carriers, and internal teams to resolve issues and maintain a positive client experience. Support remarketing efforts and manage account servicing activities throughout the policy lifecycle. Maintain accurate documentation, account records, and system updates to support operational excellence and regulatory compliance.

Who You Are

A client-focused professional who enjoys building long-term relationships and providing trusted guidance. Highly organized, with the ability to prioritize multiple responsibilities and manage competing deadlines. Detail-oriented and committed to accuracy when processing policy transactions and maintaining client records. A proactive problem solver who takes ownership of issues and works diligently toward resolution. An effective communicator who can clearly explain coverage, policy changes, and service-related information. A collaborative teammate who works well across departments and contributes to a positive team environment. Committed to continuous learning and staying informed about industry trends, carrier updates, and insurance best practices.

What You Bring Day One:

2 to 4 years of experience in sales, account management, customer service, insurance servicing, or a related client-facing role. High School Diploma, GED, or Associate Degree in Business Administration or a related field. Florida 2-20 Property & Casualty Insurance License or Florida 20-44 Personal Lines Insurance License. Strong knowledge of personal lines insurance products, coverage concepts, underwriting principles, and client service practices. Excellent verbal and written communication skills. Strong organizational and time management abilities. Ability to build and maintain strong client relationships while delivering a high level of service. Proficiency with CRM platforms, Microsoft Office Suite, and business technology tools.

Valuable Additions:

Experience within the Property & Casualty insurance industry. Bachelor's Degree in Business Administration, Marketing, Sales, or a related field. Experience working with multiple insurance carriers and agency management systems. Familiarity with account remarketing, account rounding, and cross-selling opportunities. Demonstrated ability to identify coverage gaps and support producers in meeting client needs. Ongoing professional development, insurance coursework, or industry designations.

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, cul