Personal Lines Account Manager

October 22

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Logo of Patriot Growth Insurance Services, LLC

Patriot Growth Insurance Services, LLC

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

đź’¸ Finance

🤝 B2B

đź’° Debt Financing on 2022-08

đź“‹ Description

• Build strong relationships with existing clients to ensure high levels of satisfaction and retention. • Proactively review and assess client accounts to identify opportunities for policy renewals, upgrades, or cross-sells. • Contact clients prior to renewal dates to discuss coverage options, policy changes, and competitive pricing. • Obtain and bind quotes for new and existing clients, ensuring their insurance needs are met. • Partner with insurance carriers and underwriters to secure quote approvals and optimal solutions. • Prepare and submit insurance applications with all required documentation to seamlessly bind coverage. • Provide exceptional customer service by addressing client inquiries, resolving issues, and managing policy adjustments.

🎯 Requirements

• 24 years in property & casualty insurance • Active Property & Casualty license • Proficiency with AMS360 and Personal Lines Rater (Vertafore) required • Familiarity with multiple carriers is a plus • Experience quoting in carrier portals and preparing carrier/ACORD applications • Strong written and verbal communication skills • Exceptional attention to detail, time management, and organizational skills • Authorized to work in the U.S. without sponsorship.

🏖️ 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)

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