Patriot Growth Insurance Services, LLC · 3 weeks ago
Producer/Risk Management Consultant (Remote)
United States
Full-time
Remote
Mid Level
3+ years expPatriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. The Risk Management Consultant and Producer is responsible for identifying prospects, fostering relationships, and expanding the Agency’s client base within the Personal and Commercial Lines sectors, while also implementing strategies to mitigate risks associated with their operations.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Build and maintain strong relationships with clients, understanding their insurance needs and providing tailored solutions
Identify and manage risks associated with company operations, including financial, operational, technology, and compliance related risks. Develop risk management strategies tailored to client needs
Evaluate and recommend changes to clients for improving internal controls and operational procedures and guidelines
Inspect properties to evaluate overall condition and determine insurance risk. Create customized insurance programs to suit individual customer needs based on property assessments
Sell insurance policies to new clients and provide exceptional service to existing accounts, ensuring client satisfaction and retention
Create and present sales quotes to clients to assist them in selecting the most suitable options
Implement contract review for clients for insurance and other risk-related issues
Identify opportunities within existing accounts to cross-market and upsell additional insurance policies to meet clients’ evolving needs
Meet or exceed sales goals and objectives established in annual performance reviews through strategic planning and proactive sales efforts
Utilize market research and networking skills to identify potential client within the target market segments
Manage prospects throughout the sales cycle, from initial contact to closing deals, maintaining a robust pipeline of potential clients
Report new claims and follow up on existing claims to ensure timely resolution for clients
Proactively contact prospects via calls, emails, and meetings to maximize sales opportunities. Attend industry related networking events to expand the client base and build professional relationships
Qualification
Required
3 or more years of experience in a sales or account management function
Associate or Bachelor's Degree in Business Administration, Marketing, Finance, or a related field
Active Florida Property and Casualty Insurance License
Preferred
Previous experience working in sales at a Property and Casualty Insurance Agency preferred
Professional Certifications, including CIC, ARM, or CRM preferred
Benefits
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)
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Leadership Team
J
Jeff Wood
SVP, Premier Client Practice Leader
Ian Larson
President, Individual Health
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase