Client Experience Coordinator jobs in United States
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Patriot Growth Insurance Services, LLC · 9 hours ago

Client Experience Coordinator

Patriot Growth Insurance Services, LLC is a growth-focused national insurance services firm. They are seeking a Client Experience Coordinator who will provide exceptional customer service, manage client interactions, and support various administrative tasks to enhance the client experience.

Employee BenefitsInsuranceProperty Insurance
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Responsibilities

Providing exceptional customer service by answering all incoming calls warmly and professionally, ensuring prompt redirection to the appropriate internal contact
Efficiently screening and distributing incoming calls to ensure timely responses
Greeting and assisting clients visiting our office, ensuring they receive a positive and helpful experience
Processing client payments accurately and efficiently
Managing client appointments across multiple locations
Taking ownership of additional tasks as assigned, demonstrating attention to detail and follow-through
Coordinating supply requests for your location, ensuring smooth operations
Maintaining a tidy and professional front desk area to create a welcoming atmosphere
Reporting building issues promptly and accurately to the appropriate contacts
Undertaking special projects as directed by our leadership team
Utilizing downtime to contribute to data cleanup efforts, ensuring accuracy and efficiency

Qualification

Customer serviceMicrosoft Office SuiteAdministrative experienceProfessional demeanorAttention to detail

Required

High School Diploma/GED
Proficient in Microsoft Office Suite
Hours 8:00 AM to 5:00 PM in a specified office
Rotating virtual Saturday and Thursday night shifts
Client facing and location-based position
Must have a professional and friendly demeanor
Must report to work in appropriate professional attire
Authorized to work in the U.S. without sponsorship

Preferred

Associates Degree in Business Administration or similar
Prior customer service or administrative experience

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

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Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.

Funding

Current Stage
Late Stage
Total Funding
$500M
Key Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing

Leadership Team

J
Jeff Wood
SVP, Premier Client Practice Leader
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Ian Larson
President, Individual Health
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Company data provided by crunchbase