Client Service Representative (Hybrid)

Client Services Representative

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.

We are seeking a Client Services Representative to support Producers and Account Managers by delivering responsive, high-quality service to clients. This role serves as a key point of contact for day-to-day policy servicing, claims support, and account maintenance. The ideal candidate is detail-oriented, organized, and committed to providing a seamless client experience.

This is a full-time hybrid position reporting to our office located in Southport, NC.

Professional Responsibilities:

• Serve as a primary point of contact for client inquiries, providing assistance with billing, coverage questions, and general service needs.
• Manage the full policy servicing lifecycle, including endorsements, renewals, updates, and documentation within the agency management system.
• Review renewal documents and monitor expiration reports to ensure coverage accuracy and continuity.
• Assist with claims reporting, track claim progress, and communicate updates between clients and carriers.
• Process client payments and follow up on past due accounts to prevent policy cancellations.
• Collaborate with Producers and Account Managers to support new and renewal business activities.
• Communicate with carriers and underwriters to process requests, confirm policy changes, and resolve issues.
• Maintain accurate and organized client records, including certificates of insurance and policy documentation.

Qualifications and Requirements:

• Experience in customer service, administrative support, or account servicing, preferably within the insurance industry.
• Familiarity with commercial and/or personal lines insurance products, coverages, and policy servicing processes.
• Proficiency with agency management systems and Microsoft Office Suite.
• Strong communication and interpersonal skills, with a client-focused approach.
• Excellent organizational skills with the ability to manage multiple priorities and meet deadlines.
• High attention to detail and accuracy in data entry and documentation.
• Strong problem-solving skills with the ability to resolve issues efficiently.
• Commitment to maintaining confidentiality and adhering to ethical standards.

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. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across 48 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

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.