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Client Service Representative

patriotgrowthinsuranceservicesllc · Marion, OH · Douce James
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<div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Client Service Representative</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Douce James</strong> | <strong>Marion, OH</strong> | <strong>On-Site</strong> | <strong>Full-Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.<br><br></div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Welcome clients and visitors with a professional, friendly, and service-focused approach.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Answer incoming calls and direct clients and business partners to the appropriate team members to ensure timely assistance.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Process account requests, changes, and payments accurately while maintaining excellent client service.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Coordinate and confirm appointments, meetings, and office activities to support efficient agency operations.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Organize and distribute incoming and outgoing mail, helping maintain smooth day-to-day workflows.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Maintain records, files, correspondence, and administrative documentation to support accurate and efficient operations.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support special projects through research, document preparation, data entry, and general office assistance.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Help create a professional, organized, and welcoming office environment for clients, team members, and visitors.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Customer-focused and genuinely enjoy helping people solve problems and find answers.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Organized and detail-oriented, with the ability to manage multiple priorities effectively.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A strong communicator who interacts professionally and confidently with clients, colleagues, and business partners.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Reliable and accountable, with the ability to work independently while contributing to team success.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Adaptable and flexible in a fast-paced office environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Committed to accuracy and quality in administrative and customer service work.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Comfortable using technology and office systems to support daily responsibilities.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">3 to 5 years of experience in customer service, administrative support, clerical support, office support, or a related role.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">High school diploma or equivalent.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong verbal and written communication skills, including excellent grammar, spelling, and punctuation.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Exceptional customer service and interpersonal skills with a professional and approachable demeanor.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong organizational skills and attention to detail.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Demonstrated ability to prioritize tasks, manage time effectively, and work independently.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proficiency with Microsoft Office Suite and standard office technology and equipment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to collaborate effectively within a team-oriented environment.</li> </ul> <h3>Valuable Additions:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Associate degree.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Previous experience in an insurance agency, financial services office, or professional services environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience supporting client account administration and office operations.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd

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