Client Services Specialist

Patriot Growth Insurance Services, LLC

. Build and strengthen relationships with clients, carriers, producers, and internal partners .

Posted 11/4/2026full-timeRemote • Florida • United StatesJuniorMid-Level💰 $50,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in personal lines insurance products, coverage concepts, and client service practices while effectively managing client relationships and account servicing throughout the policy lifecycle.

Highest-signal resume keywords

Personal Lines Insurance KnowledgeClient Relationship ManagementCRM Platform ProficiencyFlorida 2-20 Property & Casualty Insurance LicenseOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance ServicingPolicy Documentation ReviewCoverage Gap IdentificationAccount RoundingBilling Inquiry Management

Soft Skills

Verbal CommunicationWritten CommunicationTime ManagementInterpersonal Skills

Tools & Technologies

CRM PlatformsMicrosoft Office SuiteBusiness Technology Tools

Certifications & Qualifications

Florida 2-20 Property & Casualty Insurance LicenseFlorida 20-44 Personal Lines Insurance License

Industry Keywords

Client-Facing RoleAccount ManagementSalesCompliance StandardsUnderwriting Principles

About the role

Key responsibilities & impact

Build and strengthen relationships with clients, carriers, producers, and internal partners
Manage policy changes, endorsements, billing inquiries, and service-related requests
Review policy documentation and coverage changes for carrier requirements, agency procedures, and compliance standards
Coordinate new business onboarding from sales to ongoing account service
Identify coverage gaps, account rounding opportunities, and additional client needs
Facilitate communication between clients, carriers, and internal teams to resolve issues
Support remarketing efforts and manage account servicing throughout the policy lifecycle
Maintain accurate documentation, account records, and system updates

Requirements

What you’ll need

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

Benefits

Comp & perks

Multiple medical plan options, with preventive care covered at 100%
Free virtual medical and mental healthcare for employees and their families
Dedicated healthcare concierge
Employer-paid short-term and long-term disability coverage
Paid parental leave
Personalized PTO without traditional accruals
Separate sick leave
Competitive 401(k) company match
Comprehensive dental and vision coverage
Employee Assistance Program with confidential mental health, legal, financial, and work-life support
Company paid holidays
Comprehensive health and welfare program extending to family and domestic partners