Client Relations Specialist - Patriot Growth Insurance Services

About Sheridan Benefits, A Division of Patriot Growth Insurance Services: Sheridan Benefits is a dynamic, full-service independent insurance agency, established in 2005 and based in vibrant Buffalo, NY. We specialize in providing comprehensive Benefit consulting, integrated Payroll, HR, Compliance services, and cutting-edge technology solutions to a diverse clientele—from small family-owned businesses to large national corporations. Our dedicated team also assists individuals with health insurance and Medicare needs. At Sheridan Benefits, we prioritize customer satisfaction and retention, and our commitment to excellence is reflected in everything we do. As a proud partner agency of Patriot Growth Insurance Services, we offer exciting opportunities for professional growth and collaboration in the dynamic insurance industry.

Position Overview: Sheridan Benefits seeks a Client Relations Specialist to join our dynamic team. The ideal candidate will excel in managing client relationships, ensuring satisfaction, and driving business growth through exceptional service delivery.

Work Arrangement: This is a full-time position working in our office located at 7 Limestone Drive, Williamsville, NY.

Professional Responsibilities:

• Act as the primary point of contact for clients, promptly addressing inquiries and concerns with professionalism.
• Cultivate and maintain strong client relationships, understanding their needs and offering tailored solutions.
• Collaborate effectively with internal teams, insurance carriers, and TPA's to ensure seamless service delivery and client satisfaction.
• Monitor client accounts, providing regular updates on progress and performance.
• Identify opportunities for upselling and cross-selling additional services to meet client needs.
• Conduct regular client meetings and check-ins to ensure ongoing satisfaction and address any emerging issues.
• Stay informed about industry trends and best practices to offer clients innovative solutions.

Qualifications and Requirements:

• Bachelor's degree in Business, Marketing, or a related field.
• Ability to obtain Life & Health insurance license preferred.
• Proven experience in client relations or account management.
• Exceptional communication and interpersonal skills.
• Strong ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office suite and CRM software.

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 over 160 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)

Pay Range: $23 - $26 per hour depending on experience

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 located on our website at www.patriotgis.com.