Insurance Client Services Specialist - In Office

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

Benefits offered by this job

Multiple medical plan options

Virtual medical and mental healthcare

Disability coverage

Parental leave

Personalized PTO

401(k) company match

Dental and vision coverage

Employee Assistance Program

Job summary

Coastline Insurance Associates of NC, a division of Patriot Growth Insurance Services LLC, is seeking a Client Service Representative to support service and sales activities in a busy North Carolina office. You will handle client information, assist with administrative processes, and help maintain efficient day-to-day operations with a focus on accuracy and exceptional service.

The role emphasizes welcoming clients, maintaining records, and collaborating with teams to keep workflows productive

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 service

Communication skills

Organizational skills

Attention to detail

MS Office (Word, Excel, Outlook)

Record keeping

Education

Associate's degree or 1+ year related experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Coastline Insurance Associates of NC, a division of Patriot Growth Insurance Services LLC, is seeking a Client Service Representative to support service and sales activities in a busy North Carolina office. You will handle client information, assist with administrative processes, and help maintain efficient day-to-day operations with a focus on accuracy and exceptional service.

The role emphasizes welcoming clients, maintaining records, and collaborating with teams to keep workflows productive