Client Service Coordinator

Client Services Coordinator

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 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: We are seeking a professional and detail-oriented Client Services Coordinator to serve as the first point of contact for visitors and clients. This role supports daily office operations by managing communications, coordinating administrative tasks, and ensuring a welcoming and organized environment. The ideal candidate is highly organized, service-oriented, and able to manage multiple responsibilities efficiently in a fast-paced setting.

Work Arrangement: This is a full-time position working in our office located in Cheshire, CT.

Professional Responsibilities:

• Serve as the first point of contact by greeting and assisting visitors in a professional and friendly manner.
• Manage incoming calls, emails, and inquiries, directing them to the appropriate team members.
• Monitor and distribute incoming and outgoing mail, including USPS, FedEx, and fax communications.
• Maintain an organized and professional reception area and support overall office operations.
• Track and manage office supply inventory, ensuring timely ordering and availability.
• Process Property & Casualty client payments, cancellations for non-pay, and policy reinstatements.
• Retrieve and distribute policy and renewal documents from carrier websites for both Personal Lines and Commercial Lines.
• Support Employee Benefits operations by distributing renewal proposals, late payment notices, and assembling open enrollment materials.
• Assist with administrative projects, workflow coordination, and other tasks as assigned.

Qualifications and Requirements:

• Proven experience as a receptionist, administrative assistant, or in a similar role.
• Strong communication and interpersonal skills, with a professional and client-focused approach.
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Excellent organizational and time management skills, with the ability to prioritize tasks effectively.
• High attention to detail and strong problem-solving abilities.
• Ability to manage multiple responsibilities in a fast-paced office environment.
• Discretion and professionalism when handling sensitive or confidential information.
• Associate degree in Business Administration or a related field preferred.
• Experience in a corporate or professional office environment preferred.

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) with employer match

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.