Patriot Growth Insurance Services, LLC · 3 weeks ago
Admin Support Specialist (Hybrid)
Patriot Growth Insurance Services is a growth-focused national insurance services firm. The Administrative Support Specialist plays a vital role in ensuring the smooth day-to-day operation of the Agency, streamlining processes and managing a wide range of administrative tasks.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Answer and route incoming phone calls to the appropriate personnel
Provide basic assistance to clients via phone, email, or in person (no coverage advisement)
Track and distribute requests, set up prospect/client files and enter data into the Agency Management System (AMS)
Prepare and organize documents and correspondence for agent review, ensuring accuracy
Verify, enter and update client information and policy details in the Agency Management System
Distribute Agency emails and carrier notices to appropriate recipients
Assist with processing certificates of insurance and policy endorsements after approval from a licensed agent
Enter quote details into rating platforms as directed
Work closely with agency producers, account managers and virtual assistants to support daily workflow
Participate in general administrative tasks and assist with agency projects as needed
Qualification
Required
High School Diploma/GED
Strong organizational skills and the ability to manage multiple tasks efficiently
Excellent written and verbal communication skills (both oral and written)
High attention to detail and accuracy in data entry and document review
Ability to work effectively in a fast-paced environment
Strong problem-solving skills with a persistent approach to resolving issues
High proficiency with Microsoft Office Suite, Google Suite and other administrative software tools
Ability to maintain confidentiality and demonstrate sound professional judgment
Preferred
Experience working in an administrative or customer service role
Experience in the insurance industry or corporate office setting
Benefits
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)
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase