Commercial Lines Account Manager

🕒 il y a 8 jours

🇺🇸 États-Unis – Télétravail

💵 $60 000 - $100 000 / an

⏰ Temps Plein

🟢 Junior

💰 Responsable de comptes

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de Patriot Growth Insurance Services, LLC, pas via un site d'emploi

Repérée par Remote Rocketship il y a 8 jours

Toujours ouverte sur le site de Patriot Growth Insurance Services, LLC. Vérifiée il y a 16 minutes.

Logo of Patriot Growth Insurance Services, LLC

Patriot Growth Insurance Services, LLC

1001 - 5000 employés

Fondée en 2019

🛡️ Assurance

💸 Finance

🤝 B2B

💰 Debt Financing en 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC est un leader dans la fourniture de solutions de gestion des risques et d'assurance, axé sur la promotion de la croissance des entreprises et la protection des objectifs personnels. Engagée à offrir un service inégalé, l'entreprise permet aux courtiers locaux de proposer des options d'assurance complètes, adaptées pour répondre aux besoins diversifiés des entreprises et des individus. En s'appuyant sur un vaste réseau de partenaires nationaux, elle se spécialise dans les domaines de l'assurance de dommages aux biens et des avantages sociaux des employés, garantissant ainsi à ses clients la protection et le soutien nécessaires pour poursuivre sereinement leurs objectifs.

Description

• Build trusted relationships with commercial lines clients through responsive service, guidance, and coverage recommendations • Manage new and renewal business by assessing risk exposures, evaluating coverage needs, and placing policies aligned with client goals and underwriting guidelines • Quote and write new business from inbound inquiries and referrals • Process endorsements, policy changes, and account updates accurately and efficiently • Review renewal and expiration reports and develop retention strategies • Identify cross-selling and upselling opportunities to strengthen clients’ risk management programs and coverage portfolios • Liaise between clients, producers, underwriters, carriers, and agency leadership

🎯 Exigences

• Active Property and Casualty Insurance License • 1 to 3 years of experience in sales, account management, customer service, or a related client-facing role • High School Diploma, GED, or Associate Degree in Business Administration, Finance, Risk Management, or a related field • Working knowledge of commercial lines insurance principles, coverages, policies, and underwriting concepts • Strong written and verbal communication skills • Excellent organizational skills with ability to prioritize tasks and manage multiple responsibilities • Strong critical thinking and problem-solving abilities • Proficiency with Microsoft Office Suite, CRM platforms, and business technology used for client management and communication • Commitment to professionalism, confidentiality, and ethical business practices • Experience in the Property and Casualty insurance industry • Direct experience managing commercial lines accounts or a commercial lines book of business • Familiarity with EPIC Agency Management System • Experience identifying cross-selling and coverage expansion opportunities • Knowledge of carrier guidelines, underwriting practices, and commercial insurance product offerings

🏖️ Avantages

• Multiple medical plan options, with preventive care covered at 100% • Free virtual medical and mental healthcare for employees and their families • Dedicated healthcare concierge • Employer-paid short-term and long-term disability coverage • Paid parental leave • Personalized PTO without traditional accruals • Separate sick leave • Competitive 401(k) company match • Comprehensive dental and vision coverage • Employee Assistance Program with confidential mental health, legal, financial, and work-life support • Company paid holidays • Comprehensive health and welfare program extending to family and domestic partners

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