Note: The job is a remote job and is open to candidates in USA. Patriot 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. They are seeking a dedicated Personal Lines Account Manager to manage and support a portfolio of personal insurance clients, providing exceptional client service and maintaining accurate account documentation.
Responsibilities
- Manage and service a portfolio of personal lines accounts, providing timely and professional support to clients
- Maintain accurate client records, policy documentation, and account activity within the agency management system and electronic files
- Build and maintain positive client relationships by delivering responsive, high-quality customer service
- Communicate clearly and professionally with clients, insurance carrier representatives, and internal team members
- Prepare and maintain client-facing presentation documents and policy-related materials
- Review new business and renewal policies for accuracy, requesting corrections and following up as needed
- Process policy change requests, endorsements, billing items, and related service transactions in a timely manner
- Issue new and renewal automobile ID cards and other policy documentation as needed
- Utilize carrier online systems to process service requests, obtain information, and support account activity
- Market new and renewal business as needed, including carrier selection, online rating, and coverage analysis
- Respond to client claim inquiries, direct clients to the appropriate carrier resources, and provide support throughout the claims process as needed
- Stay informed on personal insurance products, carrier guidelines, technology platforms, and industry best practices
Skills
- Active Pennsylvania Property & Casualty insurance license required
- Associate degree required
- Strong knowledge of personal lines insurance products, coverages, rating, policy servicing, and carrier procedures
- Excellent interpersonal, written, and verbal communication skills
- Proficiency with Microsoft Office Suite and carrier online platforms
- Strong organizational skills with excellent attention to detail and accuracy
- Ability to work independently, manage multiple priorities, and take initiative in a remote work environment
- Strategic thinker with strong comparative and technical insurance knowledge
- Self-motivated, client-focused, and committed to delivering exceptional service
- Ability to build strong relationships with clients, carriers, and internal team members
- 2+ years of personal lines insurance experience preferred
- Experience with EPIC agency management system preferred
Benefits
- A comprehensive health and welfare program to employees, family members and domestic partners
- Employees are eligible for benefits coverage the first of the month following 30 days of employment
- 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 Overview