Teams at Patriot Growth Insurance Services, LLC

Manage a portfolio of employee benefits clients as a trusted advisor: lead renewals, design strategic benefit solutions, educate employees, maintain documentation, coordinate with carriers/vendors, identify growth opportunities, and support retention and compliance.

Provide front-desk and administrative support for an insurance office: greet clients, answer calls, process account changes and payments, schedule appointments, manage mail and supplies, maintain records, and support administrative projects to ensure smooth office operations and high-quality client service.

Provide in-office client service for personal lines policies: answer calls, process payments and policy changes, maintain client files, schedule appointments, and support office operations while obtaining and maintaining an Ohio insurance license.