Service Assistant

<div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Service Assistant  </h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Patriot Growth Insurance Services </strong>|<strong> West Palm Beach, Florida</strong> | <strong>Full-Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> <p><span data-contrast="auto">We are seeking a </span><span data-contrast="auto">Service Assistant</span><span data-contrast="auto"> 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.</span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">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.</span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">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.</span><span data-ccp-props="{}"> </span></p> </div> <h2>How You'll Make an Impact</h2> <ul> <li><span data-contrast="auto">Provide day-to-day administrative and service support to Account Executives managing yacht and marine insurance accounts.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Assist with new business submissions, renewals, endorsements, certificates and other policy-related transactions.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Request, collect and organize information and documentation needed from clients and carriers.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Prepare applications, submissions and other insurance documentation for review by Account Executives.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Communicate with insurance carriers, wholesalers and other business partners regarding account activity and policy transactions.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Process policy changes, endorsements and other service requests accurately and within established timelines.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Assist with renewal preparation, including gathering updated vessel, client, coverage and loss information.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Maintain accurate and up-to-date client, policy and activity information within the agency management system.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Monitor outstanding requests and follow up with clients, carriers and internal team members to ensure items are completed.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Assist Account Executives with preparing client correspondence, proposals, renewal information and other materials.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Respond to routine client questions and service requests or appropriately escalate matters to the Account Executive.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Assist with policy checking to identify discrepancies between applications, quotes, binders and issued policies.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Maintain organized electronic and physical account files in accordance with agency procedures.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Support the team with special projects, reporting and other administrative responsibilities as needed.</span><span data-ccp-props="{}"> </span></li> </ul> <h2>What You Bring</h2> <ul> <li><span data-contrast="auto">1+ year of experience in insurance, financial services, client service or a related administrative role preferred.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Experience in commercial, personal lines, high-net-worth, yacht or marine insurance is a plus.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Strong organizational skills and exceptional attention to detail.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Excellent written and verbal communication skills.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Ability to manage multiple priorities and meet deadlines.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Strong customer service mindset and professional communication style.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Comfortable working with insurance carriers, clients and internal stakeholders.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Proficiency with Microsoft Office and the ability to learn agency management and CRM systems quickly.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Ability to work independently while also contributing effectively within a team.</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Active insurance license or willingness to obtain required licensing is preferred.</span><span data-ccp-props="{}"> </span></li> </ul> <h2>Real Benefits for Real Life</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.<br><br></div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Highlights Include:</strong></div> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Multiple medical plan options, with preventive care covered at 100%</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">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</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Employer-paid short-term and long-term disability coverage</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Paid parental leave</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Competitive 401(k) company match to help you build your financial future</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Comprehensive dental and vision coverage</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Employee Assistance Program with confidential mental health, legal, financial, and work-life support</li> </ul> <h2>About Patriot Growth Insurance Services</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><em>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.</em></div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><em>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.</em></div> </div> <p> </p>