Account Manager (Hybrid)

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: We are seeking an Account Manager to support Producers by managing a book of business and delivering exceptional client service. This role serves as a key liaison between clients, carriers, and internal teams, ensuring policies are accurate, coverage needs are met, and service requests are handled efficiently. The ideal candidate is detail-oriented, proactive, and skilled at building strong client relationships.

Work Arrangement: This is a full-time hybrid position reporting to our office located in Southport, NC.

Professional Responsibilities

• Serve as the primary point of contact for assigned accounts, providing responsive and knowledgeable client service.
• Manage the full policy lifecycle, including quoting, binding, renewals, endorsements, and policy updates.
• Review coverage needs, identify gaps, and recommend appropriate solutions to enhance client protection.
• Act as a liaison between clients, carriers, and underwriters to resolve service issues, billing inquiries, and coverage questions.
• Prepare and submit renewal applications, proposals, and supporting documentation to ensure timely and accurate processing.
• Monitor renewal and new business activity to maintain continuous coverage and ensure timely premium payments.
• Support claims reporting and provide ongoing follow-up to ensure resolution and client satisfaction.
• Maintain accurate client records and documentation within agency management systems and CRM platforms.

Qualifications And Requirements

• 3–5 years of experience in sales, account management, or customer service, preferably within the insurance industry.
• Active Property & Casualty insurance license required.
• Experience with commercial and/or personal lines insurance products and underwriting principles preferred.
• Proficiency with agency management systems, CRM platforms, and Microsoft Office Suite.
• Strong interpersonal and communication skills, with the ability to build and maintain client relationships.
• Excellent organizational and problem-solving skills with the ability to manage multiple priorities.
• High level of professionalism with a commitment to confidentiality and ethical standards.
• Associate degree required; Bachelor’s degree in Business, Risk Management, or a related field preferred.

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

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• 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 Parental Leave
• 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 DE&I Policy located on our website at www.patriotgis.com.