Account Coordinator

About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.

About Arrow: Arrow has been a trusted advisor for their clients for over 40 years. The company offers in- house capabilities for strategic consulting, proactive communication, and airtight compliance. Arrow offers the tools, resources, and capabilities to serve clients of all sizes and industries – all delivered by a local team.

The Arrow team develops relationships built on trust, partnership, and mutual appreciation. Clients rely upon Arrow’s team of professionals to deliver employee benefits expertise, service excellence and strategic consulting that is designed to meet their unique needs. Arrow is a proud partner agency of Patriot Growth Insurance Services.

Overview: The Account Coordinator position is responsible for supporting the client service team in the sales and service process by providing prompt and courteous customer service to staff, coordinating client communication using established templates, and completing other administrative support duties. This position maintains accurate documentation and records of client deliverables through established processes and workflows.

Primary Job Responsibilities:

• Under general supervision, provide entry-level administrative services related to the day-to-day operating objectives of the client services area. Receives guidance, training, and mentoring from senior staff members in planning and carrying out activities and assignments, as assigned.
• Assist with reviewing and finalizing client communications and/or deliverables for service team members by using existing templates – includes correcting layout or formatting, spelling and grammar review, collating, printing, etc.
• Comply with agency management system data standards and data integrity by entering and maintaining complete and accurate information.
• Follows existing procedures to perform routine assignments and to solve standard problems, and able to create new procedures as efficiencies are implemented.
• Prepare informational packets and give-away items for client benefit fairs.
• Complete data entry assignments into various web platforms as assigned by Arrow leadership.
• Complete special projects and other administrative support projects for the Arrow leadership team, as needed.

Requirements:

• Ability to reliably commute to the office as this is an in office position.
• High proficiency in Microsoft Office products (Outlook, Word, PowerPoint, Excel).
• Document design/formatting experience using Microsoft Office tools, Adobe Suite (InDesign, Illustrator, Photoshop, etc.) and/or other design software is a plus.
• Strong computer skills, copiers, scanners, etc.
• Ability to multi-task and prioritize tasks and projects.
• Bilingual (Spanish) preferred, but not required.

Education and Experience:

Required:

• Must be an independent worker who demonstrates a high level of initiative, problem solving and time management skills.
• 2+ years of experience in a customer service capacity.
• High School diploma or equivalent

Preferred:

• Technical insurance knowledge and industry experience desirable
• Associate degree in related field

WHY PATRIOT?

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

• 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)

Hourly Rate: $26.00-$30.00/hour (based on a 37.5 hour work week)

*A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

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. For more information, read through our EEO and DE&I Policy: Patriot's EEO and DEI Policy