Personal Lines Account Manager

🔥 3 minutes ago

🐊 Florida – Remote

infoinfo

💵 $50k - $60k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

Where this job comes from

Posted on Patriot Growth Insurance Services, LLC's careers page, not through a job board

First seen by Remote Rocketship 3 minutes ago

Logo of Patriot Growth Insurance Services, LLC

Patriot Growth Insurance Services, LLC

1001 - 5000 employees

Founded 2019

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $500M Debt Financing on 2023-11

Insurance • B2B • Consulting

Patriot Growth Insurance Services, LLC is a national insurance brokerage and consultancy positioned as a top-25 U. S. insurance agency that combines boutique, high-touch local service with national scale and carrier access. The firm provides comprehensive, customized insurance solutions across Property & Casualty, Employee Benefits, Personal Insurance, Cyber Liability, and alternative risk programs (including captives and excess/umbrella liability). It serves multiple industries such as construction, aviation, marine, habitational/multi-family, non-profits, and affluent personal clients, and offers consulting services including cybersecurity program design, OSHA professional services, and claims support. Patriot emphasizes local teams, deep industry expertise, tailored risk strategies, and proactive client partnerships.

📋 Description

• Build and strengthen relationships with clients, carriers, producers, and internal partners • Manage policy changes, endorsements, billing inquiries, and service-related requests • Review policy documentation and coverage changes for carrier requirements, agency procedures, and compliance standards • Coordinate new business onboarding from sales to ongoing account service • Identify coverage gaps, account rounding opportunities, and additional client needs • Facilitate communication between clients, carriers, and internal teams to resolve issues • Support remarketing efforts and account servicing throughout the policy lifecycle • Maintain accurate documentation, account records, and system updates • Deliver responsive, high-quality client service and coverage guidance for personal lines accounts

🎯 Requirements

• 2 to 4 years of experience in sales, account management, customer service, insurance servicing, or a related client-facing role • High School Diploma, GED, or Associate Degree in Business Administration or a related field • Florida 2-20 Property & Casualty Insurance License or Florida 20-44 Personal Lines Insurance License • Strong knowledge of personal lines insurance products, coverage concepts, underwriting principles, and client service practices • Excellent verbal and written communication skills • Strong organizational and time management abilities • Ability to build and maintain strong client relationships while delivering a high level of service • Proficiency with CRM platforms, Microsoft Office Suite, and business technology tools • Experience within the Property & Casualty insurance industry is a valuable addition • Bachelor's Degree in Business Administration, Marketing, Sales, or a related field is a valuable addition • Experience working with multiple insurance carriers and agency management systems is a valuable addition • Familiarity with account remarketing, account rounding, and cross-selling opportunities is a valuable addition • Demonstrated ability to identify coverage gaps and support producers in meeting client needs is a valuable addition • Ongoing professional development, insurance coursework, or industry designations is a valuable addition

🏖️ Benefits

• 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 • Supplemental compensation may include performance-based bonus, commission, or equity, subject to eligibility

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