Client Service Manager (Hybrid)

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 currently ranked as the 24th 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, Patriots 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 client-focused and detail-oriented Client Service Manager to deliver exceptional day-to-day service and support to insurance clients. This role serves as a trusted advocate, educator, and resource for clients while supporting policy servicing, billing, claims intake, and account-related inquiries. The ideal candidate is highly organized, responsive, and experienced in managing client needs in a fast-paced insurance environment. This position plays a key role in supporting client retention, service excellence, and overall client satisfaction.

Work Arrangement : This is a full-time, hybrid position reporting to our office located in Taunton, MA.

Professional Responsibilities :

• Deliver responsive, high-quality service while building and maintaining strong relationships with clients and internal team members.
• Respond to client inquiries regarding billing, policy details, coverage questions, and account-related concerns in a professional and timely manner.
• Handle billing-related questions and assist clients in resolving account or payment issues.
• Serve as the first point of contact for claims reporting, gathering information and initiating first reports of claims filed through the agency.
• Answer policy-specific and coverage-related questions, including inquiries requiring policy review or rating support.
• Complete account review request forms and support proactive policy servicing activities.
• Process incoming correspondence and maintain accurate documentation within agency systems and client records.
• Provide service support to walk-in clients, including immediate policy servicing and reactive renewal review assistance.
• Collaborate with internal teams to support workflow efficiency and ensure a seamless client experience.
• Maintain confidentiality and adhere to agency procedures, documentation standards, and professional expectations.
• Assist with additional projects, service requests, and responsibilities as assigned by agency leadership.

Qualifications and Requirements :

• 3+ years of insurance industry experience required.
• Strong attention to detail with the ability to manage competing priorities in a fast-paced environment.
• Excellent documentation and organizational skills with a strong commitment to accuracy.
• Excellent written and verbal communication skills with the ability to explain insurance-related information clearly and professionally.
• Strong interpersonal skills with the ability to build and maintain effective relationships with clients and colleagues.
• Proficiency with Microsoft Office Suite and related business systems.
• Commitment to delivering exceptional client service and contributing to a collaborative, team-oriented culture.

Why Patriot Growth Insurance Services : Patriot offers the opportunity to be a part of a fast-growing company 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)

Salary Range: $50,000 - $70,000 depending on the candidates experience

*A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

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 www.patriotgis.com .