Patriot is a growth-focused national insurance services firm that partners with employee benefits and Property & Casualty agencies. Backed by Summit Partners.
About the role
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.
What they're looking for
- 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
More about this role
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...
Read the full posting on Patriot Growth Insurance Services, LLC's site ↗
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