Client Experience Coordinator

About FBInsure, A Division of Patriot Growth Insurance Services

FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients’ needs, allowing us to share our prosperity with our employees and our communities. FBInsure is a proud partner agency of Patriot Growth Insurance Services.

Join our team as a Client Experience Coordinator and be the friendly face that greets clients with warmth and professionalism, ensuring they receive prompt and efficient direction to the right individual or department. You'll also manage monetary transactions seamlessly, navigate carrier websites with ease, and take on exciting special projects and tasks assigned by our supportive management team. This role is perfect for someone who thrives in a dynamic environment and enjoys making a positive impact on every client interaction.

Work Arrangement:
This is a full-time position working in our office in S. Dartmouth, MA.

• Providing exceptional customer service by answering all incoming calls warmly and professionally, ensuring prompt redirection to the appropriate internal contact.
• Efficiently screening and distributing incoming calls to ensure timely responses.
• Greeting and assisting clients visiting our office, ensuring they receive a positive and helpful experience.
• Processing client payments accurately and efficiently.
• Managing client appointments across multiple locations.
• Taking ownership of additional tasks as assigned, demonstrating attention to detail and follow-through.
• Coordinating supply requests for your location, ensuring smooth operations.
• Maintaining a tidy and professional front desk area to create a welcoming atmosphere.
• Reporting building issues promptly and accurately to the appropriate contacts.
• Undertaking special projects as directed by our leadership team.
• Utilizing downtime to contribute to data cleanup efforts, ensuring accuracy and efficiency.

• High School Diploma/GED
• Associates Degree in Business Administration or similar preferred
• Prior customer service or administrative experience preferred
• Proficient in Microsoft Office Suite
• Hours 8:00 AM to 5:00 PM in a specified office
• Rotating virtual Saturday and Thursday night shifts
• Client facing and location-based position
• Must have a professional and friendly demeanor
• Must report to work in appropriate professional attire
• Authorized to work in the U.S. without sponsorship

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 in over 45 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.

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and…