Personal Lines Internal Sales and Retention Specialist

June 19

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

💵 $45k - $55k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⬇️ Inside Sales

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Patriot Growth Insurance Services, LLC

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Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC is a leading provider of risk management and insurance solutions that focuses on promoting business growth and safeguarding personal goals. With a commitment to delivering unparalleled service, they empower local brokers to offer comprehensive insurance options tailored to meet the diverse needs of businesses and individuals. By leveraging an expansive network of national carrier partners, they specialize in property & casualty and employee benefits, ensuring their clients receive the protection and support necessary to confidently pursue their goals.

1001 - 5000 employees

Founded 2019

💸 Finance

🤝 B2B

💰 Debt Financing on 2022-08

📋 Description

• Client Retention: Maintain and strengthen relationships with existing clients through proactive communication and timely service. • Cross-Selling: Identify opportunities to offer additional personal lines coverages and close sales with existing clients. • Renewal Management: Lead the remarketing and renewal process to ensure clients receive competitive and appropriate coverage. • Sales Queue Oversight: Monitor and manage the internal Personal Lines sales pipeline, ensuring timely follow-up and processing. • Policy Servicing: Process endorsements, updates, and follow-ups accurately and efficiently. • Underwriting Compliance: Review applications and renewals for adherence to carrier guidelines. • Lead Generation: Support internal marketing campaigns and outreach efforts to drive new business. • Carrier & Market Updates: Stay informed on changes in carrier guidelines, quoting procedures, and market conditions. • Team Collaboration: Work closely with account managers, producers, and agency leadership to meet service and sales goals. • Continuous Learning: Participate in CE courses and maintain up-to-date knowledge of personal lines insurance products and industry standards.

🎯 Requirements

• Licensing: Active Florida 2-20 or 20-44 Insurance License required. • Experience: 3-5 years in customer service, account management, or insurance sales, specifically in Personal Lines. • Education: High school diploma or GED required; Associate degree preferred. Bachelors degree a plus. • Industry Knowledge: Familiarity with Floridas personal insurance market and core coverages (e.g., home, auto, umbrella). • Systems Proficiency: Skilled in CRM platforms, agency management systems, and Microsoft Office Suite. • Client Service: Strong relationship-building and client communication skills. • Sales Mindset: Comfortable discussing coverage options and closing additional policies with existing clients. • Organization: Able to manage multiple tasks, follow through, and prioritize in a fast-paced environment. • Problem Solving: Solutions-oriented with the ability to resolve client concerns effectively. • Professionalism: Adheres to confidentiality and ethical standards in all client interactions.

🏖️ Benefits

• 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) with employer match