Personal Lines Account Executive - Patriot Growth Insurance Services

About LPL Risk Management: At LPL Risk Management we pride ourselves in offering the highest quality insurance products and personalized service to our customers. We are committed to maintaining the utmost level of customer service and insurance expertise. We treat each of our customers like a person, not a policy. That’s why we make it our goal to customize the right plan for each individual customer. For over 24 years we have provided our individual and commercial customers with the highest quality of insurance products. Our well trained and experienced staff is dedicated to giving you the service you need. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: The primary function of this position is to provide quality service to clients. The Personal Lines Account Executive is responsible for writing Personal Lines policies, managing new and existing accounts, and ensuring excellent customer service. This position involves quoting new leads, communicating with underwriters, evaluating risks, processing policy changes, and retaining existing accounts. You must have excellent communication skills, be a licensed team player, and be organized with attention to detail. Our newly remodeled office is open Monday through Friday, 9AM-4:30PM EST.

Work Arrangement: This is a full-time, hybrid position reporting to our office located in Ronkonkoma, NY.

Professional Responsibilities:

• Write Personal Lines policies and service existing accounts effectively.
• Quote new leads using various company websites to provide comprehensive coverage options.
• Communicate and negotiate with underwriters to assess risks and obtain suitable coverage options.
• Respond promptly to underwriting memos, ensuring accurate and complete information.
• Evaluate risk locations thoroughly to determine appropriate coverage and mitigate potential risks.
• Actively engage in marketing accounts to expand business opportunities and attract new clients.
• Manage expiration lists efficiently, ensuring timely renewals and proactive action on expiring policies.
• Rewrite non-renewals and canceled policies, focusing on retaining clients and mitigating risks.
• Process changes on existing accounts promptly and accurately.
• Handle payment transactions with clients, ensuring seamless and secure processing.
• Work on retaining and rewriting existing accounts when faced with significant uprates.
• Provide support by covering other desks during co-workers’ absence to maintain seamless operations.

Qualifications and Requirements:

• 5-7 years Personal Lines Account Management experience
• Valid Property & Casualty License
• Excellent verbal and written communication skills
• High-level of interpersonal skills with a client-service mind-set
• Well organized and detail-oriented
• Quick learner that thrives in a fast-paced environment
• Ability to work effectively in a team environment and collaborate with team members and other departments
• Strong analytical abilities to assess client needs and recommend appropriate insurance solutions
• Proficient with Microsoft Office Suite, including Word, Excel, Outlook, & Teams
• Commitment to staying updated on industry trends, regulations, and best practices
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information

About Patriot Growth Insurance Services: 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 24th 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 2,100 employees operating in over 160 locations across 48 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.

Patriot offers the opportunity to be a part of a fast-growing company since 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)

Pay Range: $60,000-$90,000 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.