Client Service Representative

Client Service Representative

Marion, OH | On-Site | Full-Time

As a Client Service Representative, you are often the first person clients connect with when they need assistance, guidance, or support. Your ability to create a welcoming experience, manage important administrative processes, and keep daily operations running smoothly helps strengthen client relationships and supports the success of the agency. At Douce James, you'll work alongside a team committed to delivering personalized insurance solutions across home, auto, life, retirement, commercial, farm, crop, and investment services.

This position plays an important role in ensuring clients receive responsive service while supporting agency teams with essential administrative and operational functions.

• Welcome clients and visitors with a professional, friendly, and service-focused approach.
• Answer incoming calls and direct clients and business partners to the appropriate team members to ensure timely assistance.
• Process account requests, changes, and payments accurately while maintaining excellent client service.
• Coordinate and confirm appointments, meetings, and office activities to support efficient agency operations.
• Organize and distribute incoming and outgoing mail, helping maintain smooth day-to-day workflows.
• Maintain records, files, correspondence, and administrative documentation to support accurate and efficient operations.
• Support special projects through research, document preparation, data entry, and general office assistance.
• Help create a professional, organized, and welcoming office environment for clients, team members, and visitors.

• Customer-focused and genuinely enjoy helping people solve problems and find answers.
• Organized and detail-oriented, with the ability to manage multiple priorities effectively.
• A strong communicator who interacts professionally and confidently with clients, colleagues, and business partners.
• Reliable and accountable, with the ability to work independently while contributing to team success.
• Adaptable and flexible in a fast-paced office environment.
• Committed to accuracy and quality in administrative and customer service work.
• Comfortable using technology and office systems to support daily responsibilities.

• 3 to 5 years of experience in customer service, administrative support, clerical support, office support, or a related role.
• High school diploma or equivalent.
• Strong verbal and written communication skills, including excellent grammar, spelling, and punctuation.
• Exceptional customer service and interpersonal skills with a professional and approachable demeanor.
• Strong organizational skills and attention to detail.
• Demonstrated ability to prioritize tasks, manage time effectively, and work independently.
• Proficiency with Microsoft Office Suite and standard office technology and equipment.
• Ability to collaborate effectively within a team-oriented environment.

• Associate degree.
• Previous experience in an insurance agency, financial services office, or professional services environment.
• Experience supporting client account administration and office operations.
• Familiarity with agency management systems or customer relationship management software.

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

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. We're currently ranked the 25th-largest broker in the U.S. by…