In-Office Insurance Client Service Specialist

Patriot Growth Insurance Services, LLC; North Carolina; Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical plan options

Virtual medical and mental healthcare

Disability coverage

Parental leave

Personalized PTO

401(k) with company match

Employee Assistance Program

Job summary

Coastline Insurance Associates of NC, a division of Patriot Growth Insurance Services LLC, is seeking a Client Service Representative in Southport, NC. This in-office role supports service and sales activities, maintains records, and ensures smooth office operations while delivering exceptional client experiences.

The ideal candidate is organized, detail-focused, able to multitask, and proficient with MS Office; NC P&C license required.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer-focused

Organized

Strong communicator

Detail-oriented

Multitasking

Proactive

Reliable

Education

Associate's degree or 1 year experience

Tools

MS Office

CRM systems

Job description

Coastline Insurance Associates of NC, a division of Patriot Growth Insurance Services LLC, is seeking a Client Service Representative in Southport, NC. This in-office role supports service and sales activities, maintains records, and ensures smooth office operations while delivering exceptional client experiences.

The ideal candidate is organized, detail-focused, able to multitask, and proficient with MS Office; NC P&C license required.