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Client Service Representative

patriotgrowthinsuranceservicesllc · Southport, NC · Coastline
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<div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Client Service Representative</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Coastline</strong> | <strong>Southport, NC</strong> | <strong>In Office</strong> | <strong>Full Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Deliver exceptional service by answering incoming calls promptly and assisting clients and prospects with professionalism and care.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Welcome visitors to the office and create a positive, customer-focused experience from the moment they arrive.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Maintain accurate records through scanning, filing, and organizing documents to support agency operations and compliance.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Process incoming and outgoing mail efficiently to ensure timely communication and workflow.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Update client records and databases with precision, helping maintain accurate and current account information.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support billing and payment-related activities while assisting clients with inquiries and administrative needs.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborate with service and sales team members to help keep agency operations organized, responsive, and productive.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Customer-focused and committed to providing a professional, friendly experience.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Organized and detail-oriented, with a strong commitment to accuracy.</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">Proactive in identifying needs and finding effective solutions.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Reliable and dependable in handling administrative and client service responsibilities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A strong communicator who builds positive relationships with clients and teammates.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Adaptable and willing to support a variety of operational and service-related tasks.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Associate's degree or at least one year of experience in a similar client service, administrative, or office support role.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Active North Carolina Property & Casualty (P&C) License.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Excellent verbal and written communication skills.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong organizational skills and attention to detail.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to multitask, prioritize work, and manage deadlines effectively.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proficiency with Microsoft Office applications, including Word, Excel, and Outlook.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience maintaining accurate records and working with databases or client management systems.</li> </ul> <h3>Valuable Additions:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Prior experience in an insurance agency environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience supporting both service and sales teams.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Familiarity with client billing processes and payment handling.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Knowledge of agency management systems or insurance-related software.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience working in a customer-facing office setting.</li> </ul> <h2>Real Benefits for Real Life</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">At Patriot, great benefits mean more than coverag

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