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Associate Agent

patriotgrowthinsuranceservicesllc · Southport, NC · Coastline
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<p></p> <h1>Associate Agent</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Coastline </strong>| <strong>Southport, NC</strong> | <strong>On-site</strong> | <strong>Full-Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">As an Associate Agent, you'll play an essential role in supporting Producers, servicing client accounts, and helping ensure clients receive the coverage and guidance they need to protect what matters most. This position combines relationship management, policy administration, and insurance expertise to deliver a seamless client experience from initial quote through renewal.<br><br></div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">You'll manage a book of business while serving as a trusted resource for clients, carriers, and internal team members. Success in this role requires strong attention to detail, a proactive mindset, and a commitment to delivering responsive, personalized service.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Serve as the primary contact for assigned accounts, providing knowledgeable and responsive service that strengthens client relationships.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Manage the full policy lifecycle, including quoting, binding, endorsements, renewals, and policy updates to ensure accuracy and continuity of coverage.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Review client insurance needs, identify coverage gaps, and recommend solutions that help enhance protection and reduce risk.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Coordinate with carriers and underwriters to resolve policy, billing, and coverage questions efficiently and professionally.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Prepare renewal applications, proposals, and supporting documentation to support timely and accurate policy processing.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Monitor renewal activity, new business opportunities, and premium payment status to help maintain continuous coverage.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support the claims process by assisting with reporting, communication, and follow-up efforts that contribute to positive client outcomes.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Maintain accurate agency records and documentation within agency management systems and CRM platforms.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Relationship-oriented and committed to providing exceptional client service.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Detail-focused with a high standard for accuracy and organization.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proactive in identifying issues, recommending solutions, and following through on commitments.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Comfortable managing multiple priorities in a fast-paced environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A collaborative team player who values strong internal and external partnerships.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Professional, ethical, and committed to maintaining confidentiality.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">An effective communicator who can build trust with clients, carriers, and colleagues alike.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Active Property & Casualty insurance license.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Associate degree.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Three to five years of experience in sales, account management, or customer service, preferably within the insurance industry.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proficiency with agency management systems, CRM platforms, and Microsoft Office applications.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong interpersonal, written, and verbal communication skills.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Excellent organizational, problem-solving, and time-management abilities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to manage multiple priorities while maintaining accuracy and responsiveness.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Demonstrated commitment to professionalism, confidentiality, and ethical business practices.</li> </ul> <h3>Valuable Additions:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Bachelor's degree in Business, Risk Management, or a related field.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience working with commercial insurance products and coverages.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience working with personal lines insurance products and coverages.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Understanding of insurance underwriting principles and carrier requirements.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku

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