Client Service Representative

Commercial Lines Customer Service Representative

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 across 48 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 : As a Commercial Lines Customer Service Representative, you will play a crucial role in providing exceptional service to our commercial insurance clients. You will be responsible for managing client accounts, addressing inquiries, processing policy changes, and assisting with claims. The ideal candidate will have a strong background in commercial insurance, excellent communication skills, and a dedication to delivering high-quality customer support. This position requires a detail-oriented and organized professional who can thrive in a fast-paced environment, balancing multiple tasks and client needs. You will work closely with account managers, underwriters, and other team members to ensure client satisfaction and retention. By maintaining a thorough understanding of commercial insurance products and services, you will help clients navigate complex insurance policies and provide timely solutions to their concerns. If you are customer-focused, proactive, and passionate about supporting business clients in their insurance needs, this position is a great fit for you.

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

Professional Responsibilities :

• Respond to inquiries and requests from commercial insurance clients via phone, email, or in person.
• Process and manage commercial insurance policies
• Assist clients with claim submissions, provide claim status updates, and help resolve issues with adjusters or underwriters.
• Maintain regular communication with clients, providing updates on policy changes and billing.
• Prepare, review, and file insurance documents, ensuring accuracy and compliance with industry regulations.
• Address client concerns or issues and work with underwriters, brokers, or other departments to find timely solutions.
• Ensure compliance with all regulatory requirements, agency policies, and industry standards during all interactions with clients.
• Build and maintain strong relationships with commercial clients to foster retention and satisfaction.
• Enter and update client information and policy details in the company's database and CRM system.
• Work closely with underwriters, agents, and other internal teams to ensure smooth processing of commercial policies.
• Provide clients with billing information, payment options, and assist with resolving payment-related inquiries.

Qualifications and Requirements :

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 :

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.