Coastline | Southport, NC | On-site | Full-Time
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.
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.
- Serve as the primary contact for assigned accounts, providing knowledgeable and responsive service that strengthens client relationships.
- Manage the full policy lifecycle, including quoting, binding, endorsements, renewals, and policy updates to ensure accuracy and continuity of coverage.
- Review client insurance needs, identify coverage gaps, and recommend solutions that help enhance protection and reduce risk.
- Coordinate with carriers and underwriters to resolve policy, billing, and coverage questions efficiently and professionally.
- Prepare renewal applications, proposals, and supporting documentation to support timely and accurate policy processing.
- Monitor renewal activity, new business opportunities, and premium payment status to help maintain continuous coverage.
- Support the claims process by assisting with reporting, communication, and follow-up efforts that contribute to positive client outcomes.
- Maintain accurate agency records and documentation within agency management systems and CRM platforms.
- Relationship-oriented and committed to providing exceptional client service.
- Detail-focused with a high standard for accuracy and organization.
- Proactive in identifying issues, recommending solutions, and following through on commitments.
- Comfortable managing multiple priorities in a fast-paced environment.
- A collaborative team player who values strong internal and external partnerships.
- Professional, ethical, and committed to maintaining confidentiality.
- An effective communicator who can build trust with clients, carriers, and colleagues alike.
- Active Property & Casualty insurance license.
- Associate degree.
- Three to five years of experience in sales, account management, or customer service, preferably within the insurance industry.
- Proficiency with agency management systems, CRM platforms, and Microsoft Office applications.
- Strong interpersonal, written, and verbal communication skills.
- Excellent organizational, problem-solving, and time-management abilities.
- Ability to manage multiple priorities while maintaining accuracy and responsiveness.
- Demonstrated commitment to professionalism, confidentiality, and ethical business practices.
- Bachelor's degree in Business, Risk Management, or a related field.
- Experience working with commercial insurance products and coverages.
- Experience working with personal lines insurance products and coverages.
- Understanding of insurance underwriting principles and carrier requirements.
- Experience assisting clients with claims reporting and resolution processes.
- Proven ability to identify coverage gaps and recommend appropriate insurance solutions.
At 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.
Highlights Include:
- Multiple medical plan options, with preventive care covered at 100%
- Free 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
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
At 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.
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. 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.
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.
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 DE&I Policy located on our website at www.patriotgis.com.
