Insurance Client Concierge - In-Office

Patriot Growth Insurance Services; Southport (NC); On-site; USD 33,000 - 36,000; Full time

Benefits offered by this job

Medical plan options

Virtual healthcare for employees

Disability coverage

Parental leave

Personal PTO and holidays

401(k) with company match

Employee Assistance Program

Job summary

Patriot Growth Insurance Services, Coastline division, invites an organized Client Service Representative to join our North Carolina office in Southport. You will handle client records, assist with service and sales tasks, and help maintain smooth daily operations for a busy insurance agency.

The role emphasizes accurate data, strong communication, and teamwork in a fast-paced environment, with benefits and growth opportunities across the Patriot network.

Qualifications

• Associate's degree or at least one year of client service/office support experience.
• 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.

Responsibilities

• Deliver exceptional client service and respond promptly to inquiries.
• Maintain accurate client records and document management.
• Support service and sales teams with administrative tasks.
• Process mail, update databases, and assist with billing inquiries.
• Collaborate to keep agency operations efficient and compliant.

Skills

Customer service

Office software

Attention to detail

Multitasking

Communication

Education

Associate's degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Patriot Growth Insurance Services, Coastline division, invites an organized Client Service Representative to join our North Carolina office in Southport. You will handle client records, assist with service and sales tasks, and help maintain smooth daily operations for a busy insurance agency.

The role emphasizes accurate data, strong communication, and teamwork in a fast-paced environment, with benefits and growth opportunities across the Patriot network.