Personal Lines Account Manager

3 days ago

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Logo of Patriot Growth Insurance Services, LLC

Patriot Growth Insurance Services, LLC

Patriot Growth Insurance Services, LLC is a leading provider of risk management and insurance solutions that focuses on promoting business growth and safeguarding personal goals. With a commitment to delivering unparalleled service, they empower local brokers to offer comprehensive insurance options tailored to meet the diverse needs of businesses and individuals. By leveraging an expansive network of national carrier partners, they specialize in property & casualty and employee benefits, ensuring their clients receive the protection and support necessary to confidently pursue their goals.

Employee Benefits β€’ Property & Casualty β€’ HR Administration β€’ HR Technology β€’ Mergers & Acquisitions

1001 - 5000 employees

Founded 2019

πŸ’Έ Finance

🀝 B2B

πŸ’° Debt Financing on 2022-08

πŸ“‹ Description

β€’ Manage a portfolio of personal insurance accounts β€’ Provide exceptional service to clients β€’ Handle incoming service requests from existing clients β€’ Review clients existing accounts for discounts and coverage recommendations β€’ Re-evaluate coverage limits to ensure customer is properly insured β€’ Requote/Remarket clients for all personal lines insurance products as needed and/or requested by the client β€’ Sales Agent support, and help other members of your team as needed

🎯 Requirements

β€’ Personal Lines Property and Casualty Insurance Sales Experience β€’ Home, Auto, Umbrella, and other specialty lines. β€’ High school diploma or equivalent β€’ 2044 or 220 Florida Insurance license β€’ Proficient in Microsoft Outlook, Word, Excel and PowerPoint β€’ Ability to learn new systems quickly, experience with AMS360 a plus β€’ Strong organizational skills, including daily prioritizing and logical thinking β€’ Able to manage multiple projects simultaneously and successfully while expediting issues β€’ Ability to work in deadline-oriented environment β€’ Able to work with others in teams β€’ Bilingual Spanish and English beneficial, but not required β€’ Authorized to work in the U.S. without sponsorship

πŸ–οΈ Benefits

β€’ Medical, Dental, and Vision Benefits β€’ Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs β€’ Company paid Short-Term Disability, Long-Term Disability and Group Term Life β€’ Company paid Employee Assistance Program β€’ Paid Parental Leave β€’ Paid holidays β€’ Personalized PTO β€’ 401 (k)

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