Personal Lines Account Manager

1 month ago
Full-time
Junior
Sales and Business Development
Patriot Growth Insurance Services

Patriot Growth Insurance Services

Patriot Growth Insurance Services is a leading national insurance services group that collaborates with property and casualty as well as employee benefits sectors to enhance client growth and provide comprehensive risk management and insurance solutions.

Insurance
1K-5K
Founded 2019

Description

  • Build relationships with clients, carriers, producers, and internal partners.
  • Process policy changes, endorsements, billing inquiries, and service requests.
  • Review policy documentation and coverage changes for accuracy, compliance, and carrier requirements.
  • Coordinate new business onboarding from sales through ongoing account service.
  • Identify coverage gaps, account-rounding opportunities, and additional client needs.
  • Coordinate communication and resolve issues among clients, carriers, and internal teams.
  • Support mid-term remarketing and account servicing throughout the policy lifecycle.
  • Maintain accurate account records, documentation, and system updates.

Requirements

  • 1–3 years of experience in sales, account management, customer service, insurance servicing, or a related client-facing role.
  • High school diploma, GED, or associate degree in business administration or a related field.
  • Florida 2-20 Property & Casualty or 20-44 Personal Lines insurance license.
  • Strong knowledge of personal lines products, coverage concepts, underwriting principles, and client service practices.
  • Excellent verbal and written communication, organization, and time-management skills.
  • Proficiency with CRM platforms, Microsoft Office Suite, and business technology tools.
  • Property and casualty insurance experience preferred.
  • Experience with multiple carriers, agency management systems, remarketing, account rounding, or cross-selling preferred.
  • Bachelor’s degree, insurance coursework, professional development, or industry designations preferred.

Benefits

  • $50,000–$60,000 annual salary range.
  • Medical plans with preventive care covered at 100%.
  • Dental and vision insurance.
  • Free virtual medical and mental healthcare, plus a healthcare concierge.
  • Employer-paid short- and long-term disability coverage.
  • Paid parental leave, personalized PTO, separate sick leave, and company-paid holidays.
  • 401(k) with company match.
  • Employee Assistance Program with confidential mental health, legal, financial, and work-life support.

Interested in this position?

Apply directly on the company website

Apply Now

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