Personal Lines Account Manager

🔥 10 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $55k - $75k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

💸 Finance

🤝 B2B

💰 Debt Financing on 2022-08

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.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ 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)