Client Experience Coordinator in Taunton

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.

Position Overview

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 will 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 Taunton, MA.

Professional Responsibilities

• 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.

Qualifications and Requirements

• High School Diploma/GED
• Associate’s 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

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 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.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA), 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 holidays
• Personalized PTO
• 401(k)

Salary Range: $45,000 – $55,000 depending on the candidate’s 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.