Client Service Representative

Client Service Representative

Coastline | Southport, NC | In Office | Full Time

Why This Role Matters

As a Client Service Representative with Coastline, you'll be a key connection point for clients, prospects, producers, and service team members. Your ability to deliver outstanding service, maintain accurate records, and keep office operations running smoothly directly contributes to the client experience and the continued growth of the agency.

In this role, you'll support both service and sales activities while helping create a welcoming, professional environment for everyone who interacts with the agency. From managing client information to assisting with administrative processes, you'll play an important role in maintaining efficient day-to-day operations.

How You'll Make an Impact

Deliver exceptional service by answering incoming calls promptly and assisting clients and prospects with professionalism and care.

Welcome visitors to the office and create a positive, customer-focused experience from the moment they arrive.

Maintain accurate records through scanning, filing, and organizing documents to support agency operations and compliance.

Process incoming and outgoing mail efficiently to ensure timely communication and workflow.

Update client records and databases with precision, helping maintain accurate and current account information.

Support billing and payment-related activities while assisting clients with inquiries and administrative needs.

Collaborate with service and sales team members to help keep agency operations organized, responsive, and productive.

Who You Are

Customer-focused and committed to providing a professional, friendly experience.

Organized and detail-oriented, with a strong commitment to accuracy.

Comfortable managing multiple priorities in a fast-paced environment.

Proactive in identifying needs and finding effective solutions.

Reliable and dependable in handling administrative and client service responsibilities.

A strong communicator who builds positive relationships with clients and teammates.

Adaptable and willing to support a variety of operational and service-related tasks.

What You Bring

Day One:

Associate's degree or at least one year of experience in a similar client service, administrative, or office support role.

Active North Carolina Property & Casualty (P&C) License.

Excellent verbal and written communication skills.

Strong organizational skills and attention to detail.

Ability to multitask, prioritize work, and manage deadlines effectively.

Proficiency with Microsoft Office applications, including Word, Excel, and Outlook.

Experience maintaining accurate records and working with databases or client management systems.

Valuable Additions:

Prior experience in an insurance agency environment.

Experience supporting both service and sales teams.

Familiarity with client billing processes and payment handling.

Knowledge of agency management systems or insurance-related software.

Experience working in a customer-facing office setting.

Real Benefits for Real Life

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.

Highlights Include:

Multiple medical plan options, with preventive care covered at 100%

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

Employer-paid short-term and long-term disability coverage

Paid parental leave

Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave

Competitive 401(k) company match to help you build your financial future

Comprehensive dental and vision coverage

Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

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.

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.

About Coastline

Coastline Insurance Associates of NC, a division of Patriot Growth Insurance Services LLC, is a trusted full-service independent insurance agency serving clients across North Carolina. With locations in Southport, Oak Island, and Wilmington, we are dedicated to providing personalized insurance solutions tailored to the unique needs of individuals, families, and businesses. Our experienced team combines local expertise with national resources to deliver outstanding coverage options and exceptional service.

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. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

Pay Range: Posted below*

*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering 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. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range

$24.04 — $26.44 USD