Personal Lines Account Manager (Remote) - Patriot Growth Insurance Services

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 2,000 employees operating in over 160 locations across 47 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.

Position Overview: The Personal Lines Account Manager’s primary objective is to provide exceptional service, retain existing clients, and strategically grow the Agency’s book of personal accounts. This position will build strong relationships with clients, assess their needs, and recommend suitable coverage options while ensuring their satisfaction and enhancing client loyalty. The Personal Lines Account Manager involves managing both new and renewal accounts, processing policies, and actively cross-selling additional policies to maximize revenue opportunities for the Agency.

Work Arrangement: This is a full-time, remote position. Must reside in Eastern or Central time zones.

Professional Responsibilities:

• Serve as the primary point of contact for a designated portfolio of clients in the Personal Lines segment, including handling their inquiries, policy changes, and coverage requests. Maintain the confidentiality of sensitive client information and records.
• Serve as a point of contact for employer and employee calls and emails. Address questions, resolve issues, and escalate matters as appropriate to ensure prompt and satisfactory resolutions.
• Process and review policy applications, endorsements, and renewals accurately and efficiently, adhering to industry standards, underwriting, and regulatory guidelines.
• Provide timely responses and resolutions to client inquiries, claims, and concerns, maintaining a high level of professionalism and empathy.
• Cultivate and nurture strong relationships with clients, earning their trust and confidence as a knowledgeable insurance advisor.
• Stay updated on industry trends, insurance products, and changes in coverage to keep clients informed about potential opportunities or risks.
• Collaborate with the sales team to identify cross-selling, account rounding, and upselling opportunities within the Personal Lines portfolio. Serve as a backup for new business sales when needed.
• Attend educational training courses or company-initiated webinars to further insurance knowledge.

Qualifications and Requirements:

• 1 to 3 years of experience in a customer support or account management position.
• Active South Carolina Property & Casualty insurance license
• Prior experience in the Property & Casualty Insurance industry, specifically in Personal Lines, preferred
• Associate's degree or Bachelor's Degree in Business Administration or related field preferred
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

Why Patriot Growth Insurance Services?

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: $28.85 - $33.65 per hour 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.