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Patriot Growth Insurance Services, LLC · 3 days ago

Personal Lines Service Admin (Hybrid)

Pinellas Park, FL

Full-time

Hybrid

Mid Level

3+ years exp

Patriot Growth Insurance Services is a growth-focused national insurance services firm that partners with various agencies across the United States. They are seeking a Personal Lines Service Admin to streamline operations and support the Personal Lines Team by managing client interactions and processing administrative tasks.

Employee BenefitsInsuranceProperty Insurance

Responsibilities

Issue Certificates of Insurance within one business day of the request

Process mortgage/lienholder changes and policy reinstatements

Answer incoming phone calls to assist with client inquiries

Manage and process incoming emails, ensuring timely and accurate responses

Maintain and update the Agency Management System by correcting and updating client account information and documenting actions taken

Process client payments and manage billing accounts, including payment orders to lenders

Track and process returned mail for clients

Handle policy cancellations, endorsements, reinstatements, and AORs, updating reasons in Agency Management System

Assign policy remarkets to Account Managers, as necessary

Process and follow up on underwriting memos from carriers

Assist in the coordination of cross-sale opportunities for Producers

Attend team meetings to discuss workflow, updates, and team objectives

Provide backup support for team members during absences

Occasionally assist with the training of new hires in the same role

When assigned, assist the Team Lead, Supervisor, or Management Team with other projects and tasks

Qualification

440 licensePersonal Lines experienceAgency Management SystemCRM systemsMicrosoft Office SuiteCommunication skillsOrganizational skillsProblem-solving skillsAttention to detailTeam collaboration

Required

440 license or 2044/220 if remote with 3 years continuous PL agency experience

Prior experience in an administrative support function

High School Diploma/GED

Experience working at a Property and Casualty Insurance agency, preferably in a position in a Personal Lines Department

Familiarity of personal lines insurance products, coverages, policies, and procedures

Excellent communication skills, both written and verbal, to convey information clearly and transparently

Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively

Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions

Display a high level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity

Ability to collaborate effectively within a team environment, sharing insights and contributing to collective success

Proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication

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