Client Service Representative

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 Koverage Insurance Group: Koverage Insurance Group was founded in 2017 as a full-service independent property & casualty, life & health, and employee benefits agency. We represent over 25 insurance carriers to give each of our clients the best insurance plans available to suit their needs. We currently have 7 locations in CT and are licensed to transact business in 34 states. We are a client-centric organization that focuses on exceeding expectations by providing a positive and malleable experience to fit our client's needs. Our dedicated team is committed to protecting our clients with creative solutions while maintaining our core ethics and values.
Overview: The Client Service Representative is responsible for providing efficient and professional phone coverage and communications with clients, as well as general administrative support to the team on general tasks, short and long-term projects, and internal workflows. This position is additionally responsible for external client communication through mailing, electronic correspondence, and answering phones. This position requires a candidate bilingual in Polish.
This is a full time, in office position reporting to our location in New Britian, CT.
Primary Job Responsibilities:

• Provide effective administrative and clerical support in support of client and prospective client needs in a timely manner while prioritizing work appropriately.
• Respond to main phone line, directing callers, taking messages, and forwarding communications while creating a positive experience for the caller and efficiently directing inquiries to the appropriate individual internally.
• Perform general data entry work, including entering confidential data into applicable systems with great attention to detail.
• Receive, sort, and handle incoming mail appropriately, getting all mail to the intended recipient in a timely manner.
• Efficiently and accurately prepare miscellaneous reports, documents, quotes, proposals, letters, mailings, newsletters, presentation binders, PowerPoints, notifications, etc.
• Manage multiple tasks and projects while utilizing effective time management and prioritization skills to ensure all tasks are accomplished in a timely manner.
• Productively collaborate on agency projects and initiatives, providing general administrative and organizational support with excellent follow up.

Requirements:

• Bilingual in Polish
• Experience with organization and administrative work.
• High School Diploma/GED.
• Personal Lines Insurance Producer license (or willingness to obtain licensure within six months from date of hire).
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Display a high level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity.
• Ability to work effectively in a team environment and collaborate with team members and other departments.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Provide empathetic and supportive assistance to clients and visitors by being responsive to needs and creating a positive experience at the front desk.
• Familiarity and proficiency in using relevant software applications, Microsoft Office Suite, and other tools used for email and data entry.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

Preferred:

• 1 or more years in an administrative or clerical position.

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)

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 located on our website at www.patriotgis.com.