Patriot Growth Insurance Services, LLC

Account Executive

• Manage an assigned book of business and deliver consistent, high-quality client service
• Build strong client relationships by understanding unique needs and providing tailored solutions
• Market and quote renewals and new business, including preparing ACORD submissions and reviewing proposals
• Conduct coverage reviews and comparisons and negotiate terms with carriers and underwriters
• Process endorsements, certificates, billing, claims support, and policy servicing items
• Gather renewal information and evaluate options to recommend the most suitable coverage
• Identify coverage gaps and recommend additional policies including Cyber and EPLI
• Collaborate with Advisors on new business, renewals, and complex client matters
• Provide support and guidance to new team members during onboarding and training
• Participate in team meetings, special projects, and provide desk coverage when needed

Commercial Lines Account Executive

Administrative Assistant

• 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.

Producer

• Identify and research potential clients in the commercial lines sector through various channels such as networking events, referrals, online research, and cold calling
• Build a strong pipeline of prospects and conduct thorough needs assessments to understand their insurance requirements
• Present and promote a wide range of commercial insurance products and services tailored to the specific needs of clients
• Cultivate and maintain strong relationships with existing clients to understand their changing insurance needs, ensuring retention and possible cross-selling opportunities
• Provide exceptional customer service, offering prompt responses to queries and addressing any concerns or claims-related issues
• Keep abreast of industry trends, regulatory changes, and competitor offerings to stay competitive and up to date with the commercial lines insurance market
• Utilize this knowledge to provide valuable insights and advice to clients during consultations
• Collaborate with carriers and underwriters to negotiate favorable terms, premiums, and coverage options for clients
• Strive to secure the most cost-effective and comprehensive solutions while maintaining profitability for PDCM
• Ensure that all required documentation, paperwork, and policy records are accurately maintained and compliant with industry regulations and internal agency policies
• Maintain the confidentiality of sensitive client information and records
• Set and achieve individual sales targets, including new business production, revenue generation, and retention rates
• Regularly analyze performance metrics to identify areas for improvement and implement effective strategies accordingly

Commercial Lines Producer

Account Manager

• Provide excellent service to clients by proactively servicing accounts and addressing client concerns in a pleasant and professional manner.
• Pre-qualify new business per agency guidelines.
• Prepare and review registry transactions.
• Process new business, endorsements, and cancellations according to guidelines.
• Inform and educate clients about coverage, exclusions, and exposures, while documenting electronic files accordingly.
• Provide technical support to Producers (i.e., coverage, renewal proposals, suspense items, etc.) to meet clients needs.
• Complete the application submission process by preparing proposals and applications, submitting them to insureds and carriers, obtaining clients signatures on all applications, and following-up to ensure timely responses in conjunction with Producer.
• Explain audit procedures to clients and review interim reports for accuracy.
• Respond to clients needs by producing binders, certificates, policies, and other related items accurately and timely.
• Renew/remarket policies per agency standards working in conjunction with client and producer; ensure exposures are adequately covered, insurance is placed with best company, and remarket when appropriate.
• Process incoming and outgoing communication requests professionally, accurately, and timely (i.e., email, mail, voicemail, and faxes).
• Follow-up on open activities in a timely manner.
• Take first report of loss and file with carrier according to specific company guidelines, assign adjuster as necessary; log appropriate follow-up in tracking system for claims team to handle.
• Maintain files in systems accurately and consistently in accordance with guidelines.
• Refer insureds to other departments for cross-sell opportunities.
• Address unusual or difficult client inquiries/situations with a personal consultative approach and demonstrate appropriate awareness to involve additional internal team members to ensure appropriate and timely resolution, as needed.

Commercial Lines Account Manager

Director

• Keep the team informed and communicate thoroughly concerning client issues, renewals, and proactive work.
• Positively influence the team members by being a trusted mentor, offer encouragement and praise, promote engagement, and build good working relationships.
• Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold-ups.
• Partner with clients to help identify their business long-term employee benefits goals and develop a strategic plan to achieve them.
• Assist with day-to-day client needs in a timely manner.
• Perform annual renewal negotiations with the carriers, renewal plan selection, and other renewal functions as needed.
• Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal.
• Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes.
• Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline.
• Conduct employer presentations (phone/webinar/in-person) in a consultative, logical, professional, and informative manner.
• Assess clients' understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly.
• Assess the nature of a problem quickly, understand thoroughly the expectations of the client, and consistently meet those expectations through viable solutions in a timely manner.
• Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues.

Director of Benefits Consulting – Hybrid

Accountant

• Prepare and review monthly, quarterly, and annual financial statements for designated agencies in compliance with GAAP
• Lead month-end and year-end close processes, including journal entries, reconciliations, and accruals
• Maintain and analyze general ledgers to ensure accurate financial reporting
• Partner with organizational leadership to prepare meaningful financial reports and variance analyses
• Ensure adherence to internal controls, accounting policies, and regulatory requirements
• Support annual audits and revenue recognition processes by preparing the required documentation
• Assist with the budgeting, forecasting, and process improvement initiatives
• Collaborate with Patriot agency contacts to resolve discrepancies and ensure efficient operations
• Oversee operational accounting areas including commissions, premium payables, and cash management
• Mentor and guide any assigned accounting staff to support their professional growth.

Senior Regional Accountant

Operations

• Identify opportunities to optimize operational processes and present data-driven recommendations to leadership.
• Develop, manage, and continuously improve Excel-based dashboards and reports to track key performance indicators, member engagement, and internal operational efficiency.
• Own the data lifecycle: collect, validate, organize, and analyze data using advanced Excel functions (e.g., pivot tables, VLOOKUP, INDEX/MATCH, conditional formatting, charts/graphs, macros) and translate findings into actionable insights.
• Continuously evaluate and apply AI-driven solutions to streamline workflows, reduce redundancies, and improve decision-making processes.
• Integrate AI tools into daily team operations.
• Support all aspects of TRUE Network events, both virtual and in-person.
• Maintain and refine distribution lists; manage bulk emails to ensure timely, accurate delivery to target audience.
• Collaborate with the team to manage TRUE calendar content on the company website.
• Generate and distribute company invoices, track payments, and maintain accurate financial records.
• Assist in developing presentation materials, including data visualizations and performance summaries.
• Provide general administrative and operational support as needed.