Patriot Growth Insurance Services, LLC

Consultant

• Serve as the primary strategic partner and trusted advisor for assigned clients
• Develop a deep understanding of each clients business objectives, workforce strategy, and benefits philosophy
• Design and recommend competitive, cost-effective Health and Welfare benefit solutions
• Lead and manage the annual renewal process, including plan analysis, vendor evaluation, and negotiations
• Provide ongoing consultative support, including claims/funding updates, compliance guidance, and emerging trends
• Develop long-term benefits strategies for larger clients (100+ employees)
• Organize and lead regular client meetings and presentations
• Identify opportunities to enhance client relationships and expand services
• Collaborate with underwriting, account management, and client service teams to ensure consistent service delivery
• Support new business efforts and cross-selling initiatives
• Maintain accurate documentation and updates within CRM and internal systems

Mid-Market and Large Group Benefits Consultant

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

Mid-Market and Large Group Benefits Consultant

Commercial Lines Account Manager

Crop Data Analyst

Commercial Lines Account Manager

Farm Account Executive