Client Account Specialist (Detail-Oriented Role)

Location: Camden, SC

Job Type: Full-Time | In-Person

About Us:

Patteson Insurance is a family-owned, independent insurance agency proudly serving the community for over 30 years. We take pride in delivering accurate, reliable service and building long-term client relationships. Our team values accountability, precision, and doing things the right way.

Position Summary:

This is not a typical customer service role. This position requires a high level of accuracy, critical thinking, and comfort working in multiple computer systems throughout the day.

The ideal candidate is someone who naturally catches mistakes, asks questions when something doesn’t look right, and takes ownership of getting things correct—not just completed.

Realistic Job Preview:

This role involves significant time spent on a computer performing detailed administrative work. While many tasks are structured and detail-driven, the workload can become fast-paced and high-volume during peak periods (such as open enrollment).

Success in this role requires the ability to multitask, shift priorities quickly, and maintain accuracy even when things get busy.

This position also requires consistent attendance, punctuality, and the ability to reliably maintain a full-time schedule.

Key Responsibilities:

• Manage and maintain client accounts with a strong focus on accuracy and completeness
• Manage multiple tasks and deadlines simultaneously, especially during high-volume periods
• Process enrollments, changes, and service requests with careful attention to detail
• Identify discrepancies, missing information, or errors and resolve them proactively
• Communicate with clients and carriers via phone and professional email
• File and track claims through resolution
• Maintain detailed and accurate client notes and documentation
• Perform daily data entry across multiple systems
• Troubleshoot billing and account issues
• Follow up on outstanding items to ensure completion

What Success Looks Like in This Role:

• You notice when information doesn’t match and investigate before moving forward
• You are comfortable working in multiple systems, tabs, and software throughout the day
• You write clear, professional emails with correct grammar and complete information
• You ask questions rather than guessing when unsure
• You can manage repetitive tasks without losing accuracy
• You can handle a fast-paced workload and multitask effectively when priorities shift
• You take pride in getting details right the first time
• You show up consistently, on time, and ready to contribute each day

Qualifications:

• High school diploma or equivalent required
• Strong attention to detail is REQUIRED (this role is not a fit for those who prefer high-level work without focus on details)
• Must be highly comfortable using computers, including switching between systems, managing email, and working in Excel daily
• Ability to identify errors, inconsistencies, or missing information and take initiative to resolve them
• Strong written communication skills (email writing is a significant part of the role)
• Must be comfortable asking questions and seeking clarification
• Ability to multitask and stay organized in a fast-paced environment
• Previous administrative, data entry, or insurance experience preferred but not required

To Apply:

Submit your resume through Indeed.

In addition, please include a brief paragraph answering the following:

• Describe a time you caught a mistake that others missed
• What experience do you have working in Excel or handling detailed information?

Pay: $15.00 - $20.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• What experience do you have working in Excel?
• What experience do you have handling detailed information?
• Describe a time you caught a mistake that others missed.

Education:

• High school or equivalent (Required)

Experience:

• Administrative: 5 years (Preferred)
• Insurance: 1 year (Preferred)
• Customer service: 5 years (Preferred)
• Day Shift (Required)

Ability to Commute:

• Camden, SC 29020 (Required)

Ability to Relocate:

• Camden, SC 29020: Relocate before starting work (Required)

Work Location: In person