Client Service Representative in Marion, Ohio at Patriot Growth Insurance Services

About Douce James, A Division of Patriot Growth Insurance Services: Since 2017, The Douce Agency, LLC has been a trusted independent insurance agency based in Marion, Ohio, proudly serving individuals, families, and businesses across Ohio, Indiana, and Michigan. As a proud partner agency of Patriot Growth Insurance Services, we offer a wide range of personalized insurance solutions, including home, auto, life, retirement, commercial, investments, farm, and crop coverage. Our experienced team is committed to delivering outstanding service and tailored protection to meet the unique needs of every client.

Position Overview: We are seeking a professional and customer-focused Client Service Representative to support day-to-day office operations and provide a high-quality experience for clients and visitors. This role is responsible for greeting customers, answering calls, processing account requests and payments, coordinating appointments, managing mail, and supporting administrative projects. The ideal candidate is organized, detail-oriented, and comfortable balancing customer service responsibilities with clerical and office support tasks. This position plays a key role in maintaining smooth office operations, supporting internal teams, and delivering responsive service to clients.

Work Arrangement: This is a full-time position working in our office located in Marion, OH.

Professional Responsibilities:

• Greet and assist customers professionally both in person and over the phone.
• Respond to customer inquiries, process account changes, and accept payments accurately.
• Manage incoming calls and direct customers and callers to the appropriate team members.
• Coordinate, schedule, and confirm appointments, meetings, and related office activities.
• Process, sort, and distribute incoming and outgoing mail.
• Maintain office supply inventory and coordinate ordering and distribution as needed.
• Prepare, update, organize, and maintain files, records, correspondence, and other office documentation.
• Support administrative and operational projects through research, document preparation, data entry, and general office support activities.
• Communicate professionally with clients, team members, and business partners to support timely and accurate service.
• Assist with daily office needs while maintaining a professional, organized, and welcoming environment.

Qualifications and Requirements:

• 3-5 years of experience in customer service, administrative support, clerical support, office support, or a related role.
• High school diploma required; Associate degree preferred.
• Strong verbal and written communication skills, including excellent grammar, spelling, and punctuation.
• Exceptional customer service and interpersonal skills with a professional and approachable demeanor.
• Strong attention to detail and organizational skills.
• Demonstrated ability to prioritize tasks, manage time effectively, and work independently.
• Proficiency with Microsoft Office Suite and standard office technology and equipment.
• Ability to work collaboratively in a team-oriented environment while remaining flexible in a dynamic workplace.

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 currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across 48 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.