Patriot is a growth-focused national insurance services firm that partners with employee benefits and Property & Casualty agencies. Backed by Summit Partners.
About the role
We are seeking a Service Assistant to join our growing Yacht Business Unit in Florida. This role will provide day-to-day administrative and insurance service support to Account Executives and clients, helping ensure accounts are managed accurately, efficiently and with a high level of client service.
What they're looking for
- 1+ year of experience in insurance, financial services, client service or a related administrative role preferred
- Experience in commercial, personal lines, high-net-worth, yacht or marine insurance is a plus
- Strong organizational skills and exceptional attention to detail
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines
- Strong customer service mindset and professional communication style
More about this role
Patriot Growth Insurance Services | West Palm Beach, Florida | Full-Time
We are seeking a Service Assistant to join our growing Yacht Business Unit in Florida. This role will provide day-to-day administrative and insurance service support to Account Executives and clients, helping ensure accounts are managed accurately, efficiently and with a high level of client service.
The Service Assistant will play an important role in the overall client experience by coordinating policy transactions, maintaining accurate account information, communicating with insurance carriers and supporting the Account Executive team with renewals, endorsements and other account needs.
This is an excellent opportunity for an organized, detail-oriented insurance professional who enjoys working in a collaborative environment and wants to build expertise in the yacht and marine insurance industry.
- Provide day-to-day administrative and service support to Account Executives managing yacht and marine insurance accounts.
- Assist with new business submissions, renewals, endorsements, certificates and other policy-related transactions.
- Request, collect and organize information and documentation needed from...
Read the full posting on Patriot Growth Insurance Services, LLC's site ↗
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