Patriot Growth Insurance Services, LLC

Account Manager

• 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.

Personal Lines Account Manager

Analyst

• Manage new and renewal cyber insurance submissions, including market selection, quoting, and coverage analysis.
• Serve as a primary point of contact for internal broker partners, delivering responsive, professional service and guidance on cyber insurance solutions.
• Prepare and present client-facing proposals, ensuring accuracy and compliance with surplus lines requirements and state-specific regulations.
• Utilize internal systems, including the Patriot Digital Trading Marketplace, to efficiently quote and place cyber business.
• Review policies for accuracy, process endorsements, and manage policy changes, audits, and billing-related activities.
• Coordinate with carriers, underwriters, and internal teams to resolve issues, obtain quotes, and ensure timely policy placement.
• Support certificate issuance, premium financing, and non-payment follow-up to maintain account integrity.
• Assist broker partners with claims inquiries by directing them to appropriate carriers and providing guidance as needed.
• Delegate tasks to Account Analyst team members and review work for accuracy, contributing to team efficiency and development.
• Support surplus lines compliance processes in partnership with third-party vendors.
• Participate in client and carrier meetings, contributing to relationship management and business development efforts.
• Assist in training and development of junior team members to strengthen overall team performance.

Cyber Practice Account Analyst

Payroll

• Manage payroll processing for assigned clients, ensuring transactions are completed accurately, timely, and in accordance with federal, state, and local requirements.
• Review and reconcile payroll data, investigate discrepancies, and complete month-end, quarter-end, and year-end payroll activities.
• Generate payroll reports and provide records, reconciliations, and supporting documentation for client audits and business needs.
• Serve as a trusted advisor on payroll tax compliance, wage and hour laws, internal controls, and payroll administration best practices.
• Respond to payroll-related inquiries from clients, employees, and stakeholders while providing timely and accurate resolutions.
• Lead or support payroll and HRIS implementations, system upgrades, vendor coordination, and process improvement initiatives.
• Serve as the primary liaison between clients and payroll technology vendors, providing end-user support and resolving system-related issues.
• Identify opportunities to streamline payroll processes, improve accuracy, increase efficiency, and enhance the overall client experience.
• Build and maintain strong client relationships by understanding business objectives and delivering proactive, value-added support.
• Collaborate with HR Consulting and other internal teams to improve workflows, support client retention, and ensure consistent service delivery.
• Maintain current knowledge of payroll regulations, technology developments, and industry best practices.
• Protect confidential payroll, employee, and client information while exercising appropriate discretion and professional judgment.

Payroll and Compliance Specialist

Team Lead

• Lead, mentor, and support Commercial Lines Account Managers by providing coaching, training, and guidance to promote professional growth and consistent service delivery.
• Manage and service a designated portfolio of commercial insurance accounts, including renewals, policy changes, coverage reviews, and complex client service needs.
• Serve as an escalation point for complex client issues, coverage questions, and carrier negotiations, ensuring timely and effective resolution.
• Establish and reinforce service standards, workflow expectations, and best practices to promote operational consistency and client satisfaction.
• Assist with onboarding, training, performance management, and ongoing development of Commercial Lines team members.
• Monitor team workloads and productivity, helping balance assignments and ensure service level expectations are consistently met.
• Review reports and quality metrics to identify trends, improve processes, and support continuous operational improvement.
• Develop and maintain strong relationships with clients, carrier partners, Producers, and internal stakeholders.
• Support carrier relationships, assist withpotential E&O matters, and provide operational coverage during team member absences as needed.
• Maintain accurate documentation within the agency management system and ensure compliance with agency procedures and industry standards.
• Stay informed on commercial insurance products, carrier guidelines, underwriting practices, and industry trends through ongoing professional development.

Commercial Lines Team Lead

Accountant

• Accurately record and process incoming cash receipts from insurance carriers.
• Apply carrier payments to the appropriate policies, invoices, and accounts within the agency management system.
• Ensure all cash receipts are properly classified, documented, and maintained for audit and reporting purposes.
• Investigate and resolve discrepancies related to carrier payment applications and account balances.
• Reconcile daily, weekly, and monthly cash receipts against bank statements, carrier remittance reports, and internal financial records.
• Identify and resolve variances between agency records and carrier payments in a timely and accurate manner.
• Generate cash receipt, reconciliation, and cash flow reports to support financial reporting and operational decision-making.
• Assist with month-end and year-end close activities by ensuring all cash transactions are accurately recorded and reconciled.
• Partner with insurance carriers to obtain remittance details and ensure proper payment allocation.
• Prepare and distribute reports related to outstanding payments, unapplied cash, and reconciliation activity.
• Maintain accurate financial records and supporting documentation in accordance with company policies and accounting standards.
• Support internal and external audit requests by providing documentation and responding to inquiries related to carrier payment activity.
• Monitor compliance with internal controls, accounting procedures, and industry regulations.
• Identify opportunities to improve cash application, reconciliation, and reporting processes to enhance efficiency and reduce errors.
• Collaborate with agency accounting teams and internal stakeholders to resolve payment issues and support operational objectives.

Regional Accounts Receivable Accountant

Operations

• Provide administrative and operational support to Sales Leadership, including managing complex calendars, scheduling meetings, and coordinating daily activities.
• Coordinate internal meetings by preparing agendas, organizing logistics, tracking action items, and managing follow-up communications.
• Monitor and manage shared mailboxes, ensuring timely responses and proper routing of communications.
• Maintain and update sales-related distribution lists, contact databases, and organizational directories.
• Process, track, and reconcile team expenses while maintaining accurate records and documentation.
• Coordinate travel arrangements, meeting logistics, and event planning activities for sales leadership and team members.
• Assist with the preparation and distribution of monthly, quarterly, and ad hoc sales reports, dashboards, and leadership updates.
• Support the maintenance of accurate producer, leadership, and organizational contact lists.
• Compile, organize, and distribute regional and enterprise sales metrics to support reporting and decision-making.
• Assist with documenting, tracking, and coordinating key sales initiatives, programs, and projects.
• Develop presentations, meeting materials, communications, and supporting documentation for sales meetings, trainings, and events.
• Coordinate timelines, deliverables, and follow-up activities for cross-functional projects involving Sales, Marketing, Human Resources, IT, and other departments.
• Assist with organizing regional meetings, leadership events, training sessions, webinars, and other sales-related programs.
• Handle confidential information with professionalism while maintaining accuracy and discretion.
• Identify opportunities to improve administrative processes, workflow efficiency, and operational effectiveness.

Personal Lines Account Manager

Cyber Practice Account Analyst

Payroll and Compliance Specialist

Commercial Lines Team Lead

Regional Accounts Receivable Accountant

Sales Operations Administrator