Personal Lines Account Manager

🕒 Julho 21

🔔 Pennsylvania – Remoto

🔔 Pennsylvania – Remote

💵 $55.000 - $75.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Gerente de Contas

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Patriot Growth Insurance Services, LLC

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2019

🛡️ Seguros

💸 Finanças

🤝 B2B

💰 Debt Financing em 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC é um provedor líder de soluções de gestão de riscos e seguros, focado em promover o crescimento dos negócios e proteger metas pessoais. Com um compromisso em oferecer um serviço incomparável, eles capacitam corretores locais a oferecer opções de seguro abrangentes, adaptadas para atender às diversas necessidades de empresas e indivíduos. Ao aproveitar uma vasta rede de parceiros nacionais, eles se especializam em property & casualty e benefícios para funcionários, garantindo que seus clientes recebam a proteção e o suporte necessários para perseguir seus objetivos com confiança.

Descrição

• Manage and service a portfolio of personal lines accounts, providing timely and professional support to clients. • Maintain accurate client records, policy documentation, and account activity within the agency management system and electronic files. • Build and maintain positive client relationships by delivering responsive, high-quality customer service. • Communicate clearly and professionally with clients, insurance carrier representatives, and internal team members. • Prepare and maintain client-facing presentation documents and policy-related materials. • Review new business and renewal policies for accuracy, requesting corrections and following up as needed. • Process policy change requests, endorsements, billing items, and related service transactions in a timely manner. • Issue new and renewal automobile ID cards and other policy documentation as needed. • Utilize carrier online systems to process service requests, obtain information, and support account activity. • Market new and renewal business as needed, including carrier selection, online rating, and coverage analysis. • Respond to client claim inquiries, direct clients to the appropriate carrier resources, and provide support throughout the claims process as needed. • Stay informed on personal insurance products, carrier guidelines, technology platforms, and industry best practices.

🎯 Requisitos

• 2+ years of personal lines insurance experience preferred • Active Pennsylvania Property & Casualty insurance license required • Associate degree required • Experience with EPIC agency management system preferred • Strong knowledge of personal lines insurance products, coverages, rating, policy servicing, and carrier procedures • Excellent interpersonal, written, and verbal communication skills • Proficiency with Microsoft Office Suite and carrier online platforms • Strong organizational skills with excellent attention to detail and accuracy • Ability to work independently, manage multiple priorities, and take initiative in a remote work environment • Strategic thinker with strong comparative and technical insurance knowledge • Self-motivated, client-focused, and committed to delivering exceptional service • Ability to build strong relationships with clients, carriers, and internal team members.

🏖️ Benefícios

• 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)