Client Service Representative

Coastline |
Southport, NC |
In Office |
Full Time

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.

• 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.

• 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.

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.

• 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.

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.

• 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…