Commercial Lines Account Manager - Patriot Growth Insurance Services

About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.

About Shapiro Insurance Group, A Division of Patriot Growth Insurance Services: Shapiro Insurance Group (SIG) is a professional insurance brokerage firm with offices located throughout the state of Florida. We specialize in Property and Casualty lines of insurance for both Commercial and Personal Clients. Shapiro Insurance Group is backed by Patriot Growth Insurance Services, a top 50 privately held insurance agency with 80 offices and more than 968 professionals located throughout the country.

Overview: The Commercial Lines Account Manager provides quality service to existing clients while effectively managing and growing a commercial lines book of business. This position involves building strong relationships with clients, cross-selling additional policies, and ensuring customer satisfaction to enhance client loyalty and maximize revenue for Shapiro.

This is a full-time position reporting to our office in Apopka, FL with the possibility to transition to a hybrid role.

Primary Job Responsibilities:

• Build and maintain strong relationships with clients by understanding their needs, addressing inquiries, and resolving concerns promptly and effectively.
• Proactively communicate with clients to ensure their expectations are met and to identify opportunities for additional coverage or policy adjustments.
• Manage both new and renewal accounts, evaluating risk exposure, determining appropriate coverages, and placing policies in alignment with client needs and underwriting guidelines.
• Update account information, process endorsements, and issue policies accurately and efficiently.
• Regularly review renewal and expiration reports, collaborating with team members to strategize the best course of action for each client account.
• Actively cross-sell additional policies to existing clients based on their evolving needs and risk profiles.
• Identify opportunities for upselling by offering relevant products such as flood coverage, business interruption coverage, umbrella policies, and other appropriate solutions.
• Possess in-depth knowledge of insurance products, underwriting guidelines, and industry practices to assess risks effectively and recommend suitable coverage options to clients.
• Serve as a liaison between clients, Producers, underwriters, and agency management, facilitating smooth interactions and ensuring effective communication.
• Attend team huddles and weekly Tips & Tricks sessions to stay updated on industry trends, carrier changes, quoting procedures.
• Participate in continuing education classes to enhance knowledge and skills in the insurance field.
• Review and study carrier guidelines regularly to maintain a comprehensive understanding of product offerings and underwriting requirements.

Requirements:

• 2 to 3 years of experience in a sales, account management, or customer service position.
• High School Diploma/GED or Associate Degree in Business Administration, or a similar field.
• Florida 2-20 Insurance License
• Experience in the Property and Casualty Insurance industry, specifically in commercial lines account management preferred.
• Bachelor’s Degree in Sales, Business Administration, Marketing, or a similar field preferred.
• Possess a comprehensive knowledge of commercial lines insurance products, including coverages, policies, procedures, and underwriting principles.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success.
• Proficiency in using software systems, including Customer Relationship Management (CRM) system, and Microsoft Office Suite.

WHY PATRIOT

Patriot offers the opportunity to be a part of a fast-growing company at its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• 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)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.