Patriot Growth Insurance Services, LLC · 2 days ago
Internal Sales & Retention Specialist (Hybrid)
Pinellas Park, FL
Full-time
Hybrid
Mid Level
3+ years expPatriot Growth Insurance Services is a growth-focused national insurance services firm that partners with agencies across the United States. The Personal Lines Internal Sales & Retention Specialist is responsible for renewing and expanding client relationships, focusing on retention and cross-selling to support growth and client satisfaction.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Maintain and strengthen relationships with existing clients through proactive communication and timely service
Identify opportunities to offer additional personal lines coverages and close sales with existing clients
Lead the remarketing and renewal process to ensure clients receive competitive and appropriate coverage
Monitor and manage the internal Personal Lines sales pipeline, ensuring timely follow-up and processing
Process endorsements, updates, and follow-ups accurately and efficiently
Review applications and renewals for adherence to carrier guidelines
Support internal marketing campaigns and outreach efforts to drive new business
Stay informed on changes in carrier guidelines, quoting procedures, and market conditions
Work closely with account managers, producers, and agency leadership to meet service and sales goals
Participate in CE courses and maintain up-to-date knowledge of personal lines insurance products and industry standards
Qualification
Required
Active Florida 2-20 or 20-44 Insurance License required
3–5 years in customer service, account management, or insurance sales, specifically in Personal Lines
High school diploma or GED required
Familiarity with Florida's personal insurance market and core coverages (e.g., home, auto, umbrella)
Skilled in CRM platforms, agency management systems, and Microsoft Office Suite
Strong relationship-building and client communication skills
Comfortable discussing coverage options and closing additional policies with existing clients
Able to manage multiple tasks, follow through, and prioritize in a fast-paced environment
Solutions-oriented with the ability to resolve client concerns effectively
Adheres to confidentiality and ethical standards in all client interactions
Preferred
Associate degree preferred
Bachelor's degree a plus
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) with employer match
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