Client Service and Admin Coordinator

The Client Service & Admin Coordinator will help keep the agency running smoothly by supporting clients, handling administrative tasks, and assisting with day-to-day service needs.

This role is extremely important to the client experience. You will often be the person helping clients when they need documents, have questions, need policy changes, or simply need someone to point them in the right direction.

The right person for this role enjoys organization, communication, follow-through, and helping people feel taken care of.

Responsibilities

The Client Service & Admin Coordinator will be responsible for:

• Answering phone calls and responding to client emails
• Assisting clients with billing questions, ID cards, certificates, policy documents, and general service requests
• Processing policy changes and following up with carriers
• Helping with mortgagee changes, lender requests, and proof of insurance
• Supporting renewal reviews and client communication
• Updating client information in the agency management system
• Maintaining accurate documentation and task notes
• Assisting with claims intake and directing clients through the claims process
• Helping producers and agency leadership with administrative support
• Organizing documents and keeping client files accurate
• Providing a friendly, professional, and helpful client experience

What Success Looks Like

Success in this role means clients receive timely responses, service requests are documented accurately, tasks are followed through to completion, and the office feels organized and under control.

This person helps protect the client experience after the sale. That is a major part of why clients stay, refer, and trust the agency.

Ideal Candidate

The right person for this role is:

• Highly organized
• Detail-oriented
• Friendly and professional
• Patient with clients
• Comfortable communicating by phone and email
• Able to manage multiple tasks without losing track
• Reliable and consistent
• Willing to learn insurance systems and processes
• Service-minded and team-oriented

This role is a great fit for someone who enjoys being the steady, dependable person who helps the office function well.

Preferred Qualifications

• Insurance experience preferred, but not required for the right person
• Property & Casualty license preferred, or willingness to obtain
• Administrative or customer service experience preferred
• Strong computer skills
• Experience with Microsoft Office, Teams, CRM systems, or agency management systems is a plus
• Excellent attention to detail
• Strong written and verbal communication skills

Preferred Education

A college degree is strongly encouraged, especially in business administration, communications, finance, insurance, or a related field.

Candidates without a degree may still be considered if they have strong administrative experience, excellent attention to detail, professional communication skills, and a service-minded attitude.

Schedule and Location

This is an in-office position based in Clayton, NC.

Regular schedule is Monday through Friday during normal business hours.

This is not a remote position.

Compensation

Compensation will be based on experience, licensing, and role fit.

This position may be hourly or salary depending on experience and final role structure.

Benefits and Growth Opportunities

Benefits may include:

• Paid time off
• Paid holidays
• Licensing support
• Professional development
• Bonus opportunities depending on role and performance
• Growth opportunities as the agency expands

This Role May Not Be a Fit If…

This role may not be the best fit for someone who dislikes details, documentation, phone calls, follow-through, or managing multiple tasks.

This is a growing small business environment. The right person will be comfortable learning, adapting, helping where needed, and taking ownership of their role.

How to Apply

To be considered, please submit your resume and a short note answering this question:

Tell us about a time you helped a customer, client, or coworker solve a problem and made the process easier for them.

Please do not call the office regarding this position or application status. Our team is focused on serving clients during business hours, and qualified applicants will be contacted directly for next steps.

Hiring Process

Selected candidates may be invited to complete a brief phone screening, followed by an in-person interview at our Clayton office.

Final candidates may be asked to complete a short role-specific exercise to help us better understand communication style, organization, and fit.

We are hiring for multiple roles. If this position sounds close but not quite right, please see our other openings for:

• Sales & New Business Producer
• Operations & Office Manager