Service Assistant 

Why This Role Matters

How You'll Make an Impact

• 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 clients and carriers.
• Prepare applications, submissions and other insurance documentation for review by Account Executives.
• Communicate with insurance carriers, wholesalers and other business partners regarding account activity and policy transactions.
• Process policy changes, endorsements and other service requests accurately and within established timelines.
• Assist with renewal preparation, including gathering updated vessel, client, coverage and loss information.
• Maintain accurate and up-to-date client, policy and activity information within the agency management system.
• Monitor outstanding requests and follow up with clients, carriers and internal team members to ensure items are completed.
• Assist Account Executives with preparing client correspondence, proposals, renewal information and other materials.
• Respond to routine client questions and service requests or appropriately escalate matters to the Account Executive.
• Assist with policy checking to identify discrepancies between applications, quotes, binders and issued policies.
• Maintain organized electronic and physical account files in accordance with agency procedures.
• Support the team with special projects, reporting and other administrative responsibilities as needed.

What You Bring

• 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.
• Comfortable working with insurance carriers, clients and internal stakeholders.
• Proficiency with Microsoft Office and the ability to learn agency management and CRM systems quickly.
• Ability to work independently while also contributing effectively within a team.
• Active insurance license or willingness to obtain required licensing is preferred.

Real Benefits for Real Life

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services