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Client Service Representative

4 weeks ago

Gold Coast City, Australia PDCM Insurance Inc. Full time

Overview

Careers At Patriot Growth Insurance Services and Partner Agencies

Current job opportunities are posted here as they become available.

About Coastline, A Division of Patriot Growth Insurance Services

About Coastline, A Division of Patriot Growth Insurance Services: 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.

Position Overview

Join our dynamic and expanding agency as a Client Service Representative based in our Southport office. In this role, you/'ll play a pivotal part in supporting our service and sales teams, contributing directly to our agency/'s success and growth.

Responsibilities

- Deliver exceptional customer service by promptly answering incoming phone calls and providing courteous assistance to clients and prospects.
- Create a welcoming environment by greeting customers in-person and ensuring a positive experience at our office.
- Maintain accurate and efficient record-keeping through tasks such as scanning, filing, and organizing documents.
- Efficiently process incoming and outgoing mail to support office operations.
- Update and manage client databases with precise and up-to-date information.
- Assist in payment processing and address billing inquiries to ensure smooth financial transactions.
- Support office operations by performing various administrative tasks to optimize workflow and productivity.
- Foster effective communication and collaboration within the team to achieve seamless operations.

Qualifications

- An Associate/’s degree or at least 1 year of experience in a similar position.
- An active North Carolina P&C License.
- Excellent communication skills, both verbal and written, with a professional and friendly demeanor.
- Strong organizational skills and attention to detail for accurate record-keeping and document management.
- Ability to multitask and prioritize tasks effectively in a fast-paced environment.
- Proficiency in basic computer skills, including MS Office (Word, Excel, Outlook) and database management.

About Patriot Growth Insurance Services

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.

Benefits

- 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 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. For more information, read through our EEO and DEI Policy located on our website at www.patriotgis.com.

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