Patriot Growth Insurance Services, LLC · 2 days ago
Personal Lines Account Manager (Hybrid)
Charleston, SC
Full-time
Hybrid
Senior Level
5+ 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 Personal Lines Account Manager will assist Producers and agency clients in managing and growing a book of business, focusing on account retention and new business growth, particularly for high net-worth clientele.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Provides technical support to the Producer, Agency and HNW Personal Lines Clients in the daily management of policies
Complete new / renewal applications in coordination with Producer and Client
Quotes online and / or submit applications to eligible carriers
Follow up to ensure timely receipt of quotes / renewal policies
Review the carrier proposal for accuracy highlighting coverage differences from what was requested
Assist Producers in the preparation of client proposals, renewal summaries
Review and issue request for binders, evidence, certificates, policies and other related items; verify their accuracy, contractual and policy compliance; invoice and transact, prepare client documents and policy binders (electronic and/or paper)
Work with Clients, Producers and Carriers to facilitate policy change requests, obtaining the information needed for processing, verify for accuracy, facilitate any corrections, invoice and transact
Processes renewals in coordination with Producer, Client and Carriers according to agency procedures
Reviews policies: verifies accuracy and facilitates corrections; as needed, between client and carrier
Manage and maintain productive relationships with critical centers of influence, family offices, wealth advisors, CPA’s, lenders, and realtors
Processes incoming mail and phone requests, responding promptly and appropriately
Uses agency credit and collection policy in invoicing and pursuing prompt payments, request cancellations from the carrier according to agency standards
Qualification
Required
5+ years of experience in similar role
Current Property, Casualty Agents License
Experience handling clients with a high net worth
Knowledge of insurance products and usages
Knowledge of high-net-worth insurance markets such Chubb, Vault, Pure, Cincinnati, BerkleyOne, including non-admitted carriers and brokers. Understands a preferred insurer appetite, underwriting rules and rating procedures
Solid Microsoft Office, technology utilization, and experience with Applied EPIC or similar agency management system
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts
Keeps informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge, performance and maintain required licenses
Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency
Preferred
College degree 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