Personal Lines Account Executive (Hyrbid) - 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 and casualty agencies across the United States. Patriot is ranked as the 26th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 1,800 employees operating in 135 locations across 27 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

About Petschauer, A Division of Patriot Growth Insurance Services: As a leading broker with over 60 years of experience, Petschauer has a deep understanding of our client’s business challenges and opportunities. In partnership with A-rated carriers, we are qualified and committed to meeting your insurance needs. It’s our pledge and core focus to deliver distinctive value with professional and dedicated service.

Overview: As a Personal Lines Account Executive, you will drive business growth by marketing new business, negotiating coverage and premiums, and preparing proposals for our clients.

This is a full-time hybrid position, with Tuesdays and Wednesdays spent working in our office in Garden City, New York.

Primary Job Responsibilities:

• Market new business, negotiate coverage and premiums, prepare professional proposals, and maintain underwriting and marketing information
• Develop and implement marketing programs to achieve production goals and contribute to department growth
• Expand existing accounts with additional lines of business, upgrade coverages, and advise clients on coverage gaps
• Promote collaboration between departments to cross-sell products
• Review new policies for accuracy and delegate processing to Associate Account Executives
• Handle client correspondence regarding insurance, claims, or administrative issues, referring to the producer when necessary
• Review mail items and assign processing tasks to the Associate Account Executive
• Maintain a system to follow up on outstanding orders and overdue items
• Follow agency E&O guidelines and maintain organized electronic files
• Perform special marketing and collaboration projects as requested by management
• Assist clients in reporting and settling claims and attend client visits to provide high-level customer service
• Continue your professional development in account rounding, cross-selling, and time management

Requirements:

• NYS (New York State) Insurance Broker’s License
• 5+ years of relevant insurance experience in Personal Lines
• Thorough understanding of Personal Lines underwriting and coverages, applicable to various account sizes
• Independent thinker with a professional, positive, supportive attitude
• Excellent interpersonal and communication skills (both oral and written)
• College degree or some level of college education preferred
• Strong team management, training, and project management skills
• Proficiency in a paperless office environment, including Outlook, Excel, Word, and EPIC
• Ability to facilitate and promote teamwork and team spirit
• Ability to work in the U.S. without sponsorship

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)

Salary Range: $70,000 - $75,000 depending on experience

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

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.