Personal 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 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 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: We are seeking a dedicated and detail-oriented Personal Lines Account Manager to join our team. In this role, you will be responsible for managing a portfolio of personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met. Your primary duties will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. The ideal candidate will have a strong background in personal insurance, excellent communication skills, and a customer-centric approach. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, we invite you to apply for this exciting opportunity to grow and excel in the insurance industry.

Based on the evolving circumstances and specific business requirements, this role may potentially offer a hybrid arrangement, remote work, or an in-office setup as needed.

Primary Job Responsibilities:

• Handling income service requests from existing clients, and provide exceptional customer service
• Review clients existing accounts for discounts and coverage recommendations
• Re-evaluate coverage limits to ensure customer is properly insured
• Requote/Remarket clients for all personal lines insurance products as needed and/or requested by the client
• Sales Agent support, and help other members of your team as needed

Requirements/Qualifications:

• Personal Lines Property and Casualty Insurance Sales Experience – Home, Auto, Umbrella, and other specialty lines.
• High school diploma or equivalent
• 2044 or 220 Florida Insurance license
• Proficient in Microsoft Outlook, Word, Excel and PowerPoint
• Ability to learn new systems quickly, experience with AMS360 a plus
• Strong organizational skills, including daily prioritizing and logical thinking
• Able to manage multiple projects simultaneously and successfully while expediting issues
• Ability to work in deadline-oriented environment
• Able to work with others in teams
• Bilingual Spanish and English beneficial, but not required
• Shares ideas for improvement

Remote Work Requirements (if applicable):

• Reliable and Stable Internet Connection: Ensure a minimum speed and reliability to support video calls and online work. Must have the capability for a wired internet connection.
• Dedicated Workspace: Maintain a quiet and organized area to focus on work tasks.
• Communication Tools: Proficiency with video conferencing platforms (e.g., Zoom, Microsoft Teams) and collaboration tools (e.g., Slack, Google Workspace).
• Time Management Skills: Ability to self-manage workload and meet deadlines independently.
• Availability During Core Hours: Be accessible during specified work hours or overlapping time zones for team collaboration.
• Strong Problem-Solving Abilities: Resourcefulness in resolving technical or work-related challenges remotely.
• Data Security Awareness: Adherence to company policies for data protection and secure handling of sensitive information.

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: $45,000 - $55,000 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.