Personal Lines Account Manager (Remote) jobs in United States
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Patriot Growth Insurance Services, LLC · 4 weeks ago

Personal Lines Account Manager (Remote)

Patriot Growth Insurance Services is a growth-focused national insurance services firm seeking a dedicated Personal Lines Account Manager. In this role, you will manage a portfolio of personal insurance accounts, ensuring clients' insurance needs are met through excellent customer service and support.

Employee BenefitsInsuranceProperty Insurance
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Responsibilities

Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
Review current clients’ existing account activities while seeking available discounts and making impactful coverage recommendations
Review and evaluate current coverage limits to ensure client is properly insured
Provide re-quote and remarket services to clients for all personal lines insurance products as needed or requested by the client
Provide sales support to our Sales Agents and help other members of your team as needed

Qualification

Property & Casualty InsuranceFlorida Insurance LicenseAMS360Microsoft Outlook SuiteCustomer Service SkillsBilingual SpanishBilingual EnglishOrganizational SkillsInterpersonal SkillsCommunication Skills

Required

A High school diploma or its equivalent is required
2+ years of relevant work experience in insurance sales
Experience in Property & Casualty (P&C) Insurance sales focused on the Personal Lines market and other specialty lines
An active 2044 or 220 Florida Insurance license
Working knowledge of AMS360 or other relevant agency management systems
Proficient in use of Microsoft Outlook Suite tools, including Excel
Excellent interpersonal and communication skills (both oral and written)
Strong organizational skills and works well in a collaborative environment
Ability to self-manage workload and meet deadlines independently
Authorized to work in the U.S. without sponsorship now and in the future

Preferred

Bilingual (Spanish and English) is beneficial but not required

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

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Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.

Funding

Current Stage
Late Stage
Total Funding
$500M
Key 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
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Ian Larson
President, Individual Health
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Company data provided by crunchbase