{"id":1925937,"url":"https://alion.io/job/patriotgis-client-service-representative","title":"Client Service Representative","company":{"id":7109,"name":"Patriot Growth Insurance Services","domain":"patriotgis.com","url":"https://alion.io/company/patriotgis","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Southport, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":28000,"max_usd":54000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1202},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-08-20T15:14:59Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-10-25T10:38:22Z","board_verified":true,"closed_at":null,"days_open":65,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":65},"description":"Client Service Representative\nCoastline | Southport, NC | In Office | Full Time\nWhy This Role Matters\nAs 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.\nIn 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.\nHow You'll Make an Impact\nDeliver exceptional service by answering incoming calls promptly and assisting clients and prospects with professionalism and care.\nWelcome visitors to the office and create a positive, customer-focused experience from the moment they arrive.\nMaintain accurate records through scanning, filing, and organizing documents to support agency operations and compliance.\nProcess incoming and outgoing mail efficiently to ensure timely communication and workflow.\nUpdate client records and databases with precision, helping maintain accurate and current account information.\nSupport billing and payment-related activities while assisting clients with inquiries and administrative needs.\nCollaborate with service and sales team members to help keep agency operations organized, responsive, and productive.\nWho You Are\nCustomer-focused and committed to providing a professional, friendly experience.\nOrganized and detail-oriented, with a strong commitment to accuracy.\nComfortable managing multiple priorities in a fast-paced environment.\nProactive in identifying needs and finding effective solutions.\nReliable and dependable in handling administrative and client service responsibilities.\nA strong communicator who builds positive relationships with clients and teammates.\nAdaptable and willing to support a variety of operational and service-related tasks.\nWhat You Bring\nDay One:\nAssociate's degree or at least one year of experience in a similar client service, administrative, or office support role.\nActive North Carolina Property & Casualty (P&C) License.\nExcellent verbal and written communication skills.\nStrong organizational skills and attention to detail.\nAbility to multitask, prioritize work, and manage deadlines effectively.\nProficiency with Microsoft Office applications, including Word, Excel, and Outlook.\nExperience maintaining accurate records and working with databases or client management systems.\nValuable Additions:\nPrior experience in an insurance agency environment.\nExperience supporting both service and sales teams.\nFamiliarity with client billing processes and payment handling.\nKnowledge of agency management systems or insurance-related software.\nExperience working in a customer-facing office setting.\nReal Benefits for Real Life\nAt Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.\nHighlights Include:\nMultiple medical plan options, with preventive care covered at 100%\nFree 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\nEmployer-paid short-term and long-term disability coverage\nPaid parental leave\nPersonalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave\nCompetitive 401(k) company match to help you build your financial future\nComprehensive dental and vision coverage\nEmployee Assistance Program with confidential mental health, legal, financial, and work-life support\nAbout Patriot Growth Insurance Services\nAt 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.\nFounded 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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. 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. That growth has never been about numbers alone, it's about the people behind them.\n\nAbout Coastline\nCoastline 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.\n\nPatriot 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.\nThis 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 DE&I Policy located on our website at www.patriotgis.com.\nPay Range: Posted below*\n*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. 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. Specific eligibility will be discussed with Talent Acquisition team. \nPatriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.\nPay Range\n$24.04—$26.44 USD","description_format":"text","description_chars":7313,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"associate","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Parental leave","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-10-05T19:53:14Z"},{"event":"close","at":"2026-10-20T17:39:28Z"},{"event":"reopen","at":"2026-10-21T19:46:49Z"}],"visa":[],"liveness":{"score":13,"band":"cold","label":"Long shot","p_open":1,"p_active":0.471,"p_room":0.28,"age_days":65,"expected_fill_days":29,"reasons":["conf:3","win:tail","crowd:junior"],"computed_at":"2026-10-25T05:49:26Z"},"pay":null,"html_url":"https://alion.io/job/patriotgis-client-service-representative","json_url":"https://alion.io/job/patriotgis-client-service-representative.json","meta":{"generated_at":"2026-10-25T11:50:59Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17051,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-26T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":7109},"rest":"https://alion.io/mcp/rest/get_company?id=7109"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fpatriotgis-client-service-representative"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fpatriotgis-client-service-representative"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fpatriotgis-client-service-representative"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/patriotgis-client-service-representative\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fpatriotgis-client-service-representative"}]}