Client Service Manager (Hybrid)

Founded in 2019, Patriot Growth Insurance Services (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 24th 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.

About the role

This is a full-time, hybrid position reporting to our office located in Cumberland, RI.

Responsibilities

• Provide an excellent client experience to personal lines clients on all inquiries and questions, primarily via email and phone, and appointments.
• Maintain appropriate documentation in accordance with guidelines.
• Navigate agency management system and rating software with ease and efficiency.
• Provide timely and accurate resolution to all billing related questions.
• Take first reports of claims, when the claims team is unavailable.
• Answer all policy and insurance specific questions in a positive and professional manner.
• Achieve estimated client monthly call goals.
• Actively attempt to upsell/round accounts to meet team goals.
• Answer specific coverage questions that require rating.

Requirements

• 3 years' experience preferred
• At least 1 year of experience in the P&C insurance industry
• High School Diploma/GED
• Active Massachusetts Property & Casualty Insurance license (must obtain within 2 years of hire)
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

Schedule

• 8:00 AM to 5:00 PM with an optional hybrid WFH rotating schedule
• Required virtual Saturday and Thursday night rotation

Why join us

Patriot offers the opportunity to be a part of a fast-growing company 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.

Benefits

Employees are eligible for benefits coverage the first of the month following 30 days of employment.

• 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)