Full Time - Client Services Rep

Job Description Client Service Representative Coastline | Southport, NC | In Office | Full Time
Why This Role Matters 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.
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.
Reliable and dependable in handling administrative and client service responsibilities.
Adaptable and willing to support a variety of operational and service-related tasks.
Associate's degree or at least one year of experience in a similar client service, administrative, or office support role.
Proficiency with Microsoft Office applications, including Word, Excel, and Outlook.
Experience maintaining accurate records and working with databases or client management systems.
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.
they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. 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
Competitive 401(k) company match to help you build your financial future
Comprehensive dental and vision coverage
Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.
With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. About Coastline 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. Our experienced team combines local expertise with national resources to deliver outstanding coverage options and exceptional service.
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. For more information, read through our EEO and DE&I Policy located on our website at

There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; personalized time off and company paid holidays.