Patriot Growth Insurance Services, LLC · 1 day ago
Personal Lines Account Executive
Bohemia, NY
Full-time
Onsite
Mid, Senior Level
$60K/yr - $70K/yr
5+ years expPatriot Growth Insurance Services, LLC is a national insurance services firm dedicated to providing personalized insurance solutions. The Personal Lines Account Executive is responsible for writing and servicing Personal Lines policies, managing accounts, and ensuring exceptional customer service while communicating effectively with clients and underwriters.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Write Personal Lines policies and service existing accounts effectively
Quote new leads using various company websites to provide comprehensive coverage options
Communicate and negotiate with underwriters to assess risks and obtain suitable coverage options
Respond promptly to underwriting memos, ensuring accurate and complete information
Evaluate risk locations thoroughly to determine appropriate coverage and mitigate potential risks
Actively engage in marketing accounts to expand business opportunities and attract new clients
Manage expiration lists efficiently, ensuring timely renewals and proactive action on expiring policies
Rewrite non-renewals and canceled policies, focusing on retaining clients and mitigating risks
Process changes on existing accounts promptly and accurately
Handle payment transactions with clients, ensuring seamless and secure processing
Work on retaining and rewriting existing accounts when faced with significant uprates
Provide support by covering other desks during co-workers’ absence to maintain seamless operations
Qualification
Required
5-7 years Personal Lines Account Management experience
Valid Property & Casualty License
Excellent verbal and written communication skills
High-level of interpersonal skills with a client-service mind-set
Well organized and detail-oriented
Quick learner that thrives in a fast-paced environment
Ability to work effectively in a team environment and collaborate with team members and other departments
Strong analytical abilities to assess client needs and recommend appropriate insurance solutions
Proficient with Microsoft Office Suite, including Word, Excel, Outlook, & Teams
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
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