Personal Lines Account Manager

Patriot Growth Insurance Services is seeking a dedicated Personal Lines Account Manager to join our team in a fully remote capacity. In this role, you will serve as a trusted resource for our clients, managing day-to-day service needs, providing coverage guidance, and ensuring high-quality account maintenance throughout the policy lifecycle.

Key responsibilities

• Build and strengthen relationships with clients, carriers, and internal partners to deliver exceptional service.
• Manage policy changes, endorsements, and billing inquiries with high accuracy and attention to detail.
• Review policy documentation to ensure alignment with carrier requirements and compliance standards.
• Coordinate new business onboarding activities to support a seamless transition for clients.
• Identify coverage gaps and account rounding opportunities to support client retention and growth.

Requirements

• 1 to 3 years of experience in insurance servicing, account management, or a related client-facing role.
• Active Florida 2-20 Property & Casualty or 20-44 Personal Lines Insurance License.
• Strong knowledge of personal lines insurance products, coverage concepts, and underwriting principles.
• Excellent verbal and written communication skills with a proactive approach to problem-solving.
• Proficiency with CRM platforms, Microsoft Office Suite, and agency management systems.

What we offer

• Comprehensive medical, dental, and vision coverage with multiple plan options.
• Employer-paid short-term and long-term disability coverage.
• Competitive 401(k) company match to support your financial future.
• Personalized PTO policy and paid parental leave to support work-life balance.
• Free virtual medical and mental healthcare services for employees and their families.