Retention Specialist (Hybrid) - Patriot Growth Insurance Services

About Douce James, A Division of Patriot Growth Insurance Services: The Douce Agency, LLC was established in 2017 in Marion, Ohio. We serve customers all over the state of Ohio, Indiana, and Michigan and specialize in multiple lines of insurance, including home, auto, life, retirement, commercial, investments, farm and crop insurance. Douce James is a proud partner agency of Patriot Growth Insurance Services.

Position Overview: Our dynamic team seeks an enthusiastic individual to provide exceptional customer service to our insurance company clients and policyholders. You’ll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. You’ll also help resolve billing issues, change policies, and make policy recommendations. If you have previous insurance experience in a customer service role and have a friendly, client-first attitude, please apply today!

Work Arrangement: This is a full-time position working in our office located at 1002 Old Hickory Lane, Jefferson Hills, PA. There is opportunity for the role to transition to a hybrid setting after in-office training is completed. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:

• Answer incoming call center questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiries
• Demonstrate accuracy in processing client policy modifications based on the data given
• Verify new customers coverage and present policyholders with proof of insurance paperwork
• Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies
• Stay up-to-date on new marketing efforts to answer insurance product inquiries utilizing all the resources available
• Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved

Qualifications and Requirements:

• High school diploma or GED equivalent needed
• 1 year minimum of prior customer service experience required
• Knowledge of insurance products and policy schedules is preferred
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

About Patriot Growth Insurance Services: Founded in 2019, 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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in 190 locations across 47 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. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

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.

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.