Patriot Growth Insurance Services, LLC

Account Manager

• Provide quality service to clients
• Day-to-day liaison between the client, the respective insurance company, and the producer
• Daily servicing of clients includes service work associated with client accounts, endorsement activity, coverage questions, problem solving, renewal processes, binding of coverages, assisting with billing inquiries, and accuracy checking of policies
• Pre-qualify and analyze prospects coverage needs, recommending appropriate coverages and preparing rating quotes for producers
• Complete insurance applications, obtain client signatures, submit to eligible carriers, and follow up for timely policy issuance
• Process policy renewals and conduct remarketing as necessary
• Assist clients with coverage changes and service requests
• Inform clients of policy changes, exclusions, and coverage needs
• Generate correspondence, certificates, and other documentation
• Maintain organized and accurate electronic files
• Manage incoming mail and respond to requests
• Stay current with industry trends and technology

Commercial Lines Account Manager

Data Analyst

• Service and support existing crop insurance accounts
• Analyze agricultural data and claims activity to identify trends and support risk assessment
• Document policies, changes, and activities within the agency management system
• Assist agents in marketing and selling new crop insurance policies
• Quote both MPCI (Multi-Peril Crop Insurance) and Crop Hail policies
• Process bills, policy changes, claims, renewals, and endorsements
• Submit applications and documentation to insurance carriers
• Coordinate and organize sales presentations, policy deliveries, and renewal meetings
• Support underwriting and decision-making through accurate reporting and data insights
• Continue developing your expertise within the crop insurance industry

Crop Data Analyst

• Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
• Review current clients existing account activities while seeking available discounts and making impactful coverage recommendations
• Review and evaluate current coverage limits to ensure each client is properly insured
• Provide re-quote and remarket services to clients for insurance products as needed or requested by the client
• Provide sales support to our Sales Agents and help other members of your team as needed
• Build and maintain effective relationships with underwriters and client personnel
• Ensure all client documents are properly input into the agency database
• Stay current and commit to continued learning on all relevant matters in the insurance industry

Account Executive

• Assisting producers in selling new policies and management of renewals
• Service existing accounts: Bills, changes, claims, quoting, application, work with underwriters, review/renew coverages for existing accounts
• Policy analysis
• Quoting all lines
• Submission of applications to companies
• Submissions of claims to companies
• Input of all data in agency database
• Certificates of insurance and binders of insurance
• Schedule presentations, delivery, and renewal appointments for producers
• Answering a variety of customer & coverage questions
• Responding to underwriter inquires
• Building effective underwriter & customer relationships
• Continually read and advance your knowledge of the business
• Other duties as assigned

Farm Account Executive

Operations

• Answer and direct incoming phone calls to the appropriate departments or personnel.
• Receive, sort, and distribute incoming mail and correspondence; process outgoing mail promptly.
• Distribute Agency emails and carrier notices to appropriate recipients.
• Assist with facilities and vendor management, including supply ordering and maintenance coordination.
• Track and distribute online quote requests and create prospect accounts in the Agency Management System (AMS).
• Perform audits and reviews of new business reports to ensure accuracy and compliance.
• Manage and distribute policy renewal and expiration reports.
• Participate in various agency projects as needed or assigned.

Operations Assistant

• Provide prompt, accurate and courteous service to clients, producers, and company personnel
• Responsible for rating of customer using carrier websites
• Troubleshoot and resolve product issues and concerns
• Document and update customer records based on interactions
• Develop and maintain a knowledge base of the evolving products and service
• Handle renewal commercial lines submissions
• Create proposals for Sales Executive
• Support sales team and new producers to understand commercial lines coverage
• Manage daily account management of assigned commercial business
• Support all team projects and priorities as determined by management
• Assume other job responsibilities as assigned by manager

Senior Commercial Lines Account Manager

• Ensure the smooth day-to-day operation of the Agency.
• Streamline processes and optimize communication channels.
• Manage a wide range of administrative tasks that support the overall functionality of the organization.
• Answer and direct incoming phone calls to the appropriate departments or personnel.
• Receive, sort, and distribute incoming mail and correspondence; process outgoing mail promptly.
• Distribute Agency emails and carrier notices to appropriate recipients.
• Assist with facilities and vendor management, including supply ordering and maintenance coordination.
• Track and distribute online quote requests and create prospect accounts in the Agency Management System (AMS).
• Perform audits and reviews of new business reports to ensure accuracy and compliance.
• Manage and distribute policy renewal and expiration reports.
• Participate in various agency projects as needed or assigned.

• Run Epic reports across branches and departments, both scheduled and ad hoc; partner with Epic support to resolve system issues
• Administer user access across Epic, carrier websites, comparative rating tools, and RingCentral, including setup, removal, and troubleshooting
• Support employee lifecycle activities, including onboarding, offboarding, time-off approvals, and staff directory maintenance
• Coordinate and support carrier website training and continuing education tracking
• Run motor vehicle reports as required
• Monitor and manage shared inboxes and general staff communications
• Provide operational support for firmwide initiatives, including special projects and merger and acquisition activities such as system migration and data integration

Personal Lines Account Manager

• Answer and direct incoming phone calls to the appropriate departments or personnel
• Receive, sort, and distribute incoming mail and correspondence; process outgoing mail promptly
• Distribute Agency emails and carrier notices to appropriate recipients
• Assist with facilities and vendor management, including supply ordering and maintenance coordination
• Track and distribute online quote requests and create prospect accounts in the Agency Management System (AMS)
• Perform audits and reviews of new business reports to ensure accuracy and compliance
• Manage and distribute policy renewal and expiration reports
• Participate in various agency projects as needed or assigned

• 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, CPAs, 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.

Consultant

• Engage in proactive prospecting activities to identify potential employee benefits clients.
• Utilize various sources such as industry networks, referrals, and cold calling to generate leads and expand the client base.
• Prepare comprehensive quotes and proposals tailored to the specific needs of prospective clients.
• Effectively communicate the value of our employee benefits offerings, highlighting the advantages and benefits they provide, presented in a persuasive manner to win new business.
• Collaborate with account managers to review and analyze clients' insurance coverages on an annual basis.
• Assess the adequacy and competitiveness of existing plans, identifying opportunities for improvement or cost savings that align with clients' evolving needs.
• Cultivate and nurture relationships with referral sources such as insurance brokers, HR professionals, and industry associations.
• Become established as a trusted expert, seeking opportunities to generate referrals and expand business networks.
• Stay abreast of the latest industry trends, regulations, and changes in benefits offerings.
• Collaborate with account managers throughout the client onboarding process, providing necessary support, guidance, and information to facilitate a smooth transition for new clients.
• Nurture ongoing relationships with current clients, including participating in networking events.
• Acquire in-depth knowledge of insurance products and sales methodologies.

Employee Benefits Consultant

• Market client accounts to negotiate and secure the most appropriate insurance coverage for both new and renewal business.
• Serve as the primary contact for clients, responding to inquiries, explaining coverages and premiums, and facilitating claims between clients and adjusters.
• Maintain strong carrier relationships to obtain quotes, binders, endorsements, and related documents.
• Research and resolve moderate to complex service issues, including coverage questions and billing discrepancies, in a timely manner.
• Ensure account accuracy by maintaining up-to-date policy information in the agency management system, reviewing policies/endorsements, and handling contract and certificate compliance requests.
• Stay current on industry developments, including carrier underwriting appetites and pricing trends.