Client Service 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.