Personal Lines Account Manager

🕒 il y a 18 jours

🔔 Pennsylvania – Distant

🔔 Pennsylvania – Remote

💵 $55 000 - $75 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💰 Responsable de comptes

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Patriot Growth Insurance Services, LLC

Site WebLinkedInTous les Emplois

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

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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)