Patriot Growth Insurance Services, LLC

Personal Lines Account Manager

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Office

Location: North Easton • Massachusetts • United States

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Salary

💰 $55,000 - $70,000 per year

About the role

  • Write and service Personal Lines insurance policies, including quoting new business using multiple carrier platforms to present comprehensive and competitive coverage options.
  • Actively market and remarket accounts to drive business growth, expand opportunities, and attract new clients.
  • Serve as the primary point of contact for all incoming service requests from existing clients, including renewals, policy changes, and general inquiries, while consistently delivering exceptional customer service.
  • Review and analyze existing client accounts to identify eligible discounts and provide thoughtful, value-driven coverage recommendations.
  • Evaluate coverage limits to ensure clients are adequately and appropriately insured based on their individual needs.
  • Prepare re-quotes and remarket Personal Lines policies when requested or when it is in the clients best interest.
  • Provide sales and administrative support to Producers and collaborate with team members to achieve departmental and organizational goals.
  • Develop and maintain strong, professional relationships with insurance carriers and clients.
  • Accurately document and maintain all client records within the Agency Management System (AMS).
  • Stay current on industry trends, products, and regulatory requirements, demonstrating a commitment to ongoing professional development and continuous learning.

Requirements

  • A Bachelors degree is preferred; High school diploma or equivalent required.
  • Minimum of three (3) years of relevant experience required.
  • Prior experience in Property & Casualty (P&C) insurance with a focus on the Personal Lines market preferred.
  • Active MA Property & Casualty insurance license required.
  • Working knowledge of AMS360 or comparable agency management systems a plus.
  • Proficiency with Microsoft Office applications, including Outlook and Excel.
  • Excellent verbal and written communication skills, with strong interpersonal abilities.
  • Highly organized, detail oriented, and able to work effectively in a collaborative team environment.
  • Demonstrated ability to manage workload independently, prioritize tasks, and meet deadlines.
  • Authorized to work in the US without current or future sponsorship.
Benefits
  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA) and Health Savings Account (HSA)
  • Commuter Transit Programs
  • Company Paid Short-Term Disability, Long-Term Disability and Group Term Life
  • Company Paid Employee Assistance Program
  • Paid Parental Leave
  • Paid holidays
  • Personalized PTO
  • 401 (k)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Personal Lines insuranceProperty & Casualty insurancequotingcoverage analysisdiscount identificationpolicy changesre-quotessales supportadministrative supportclient record documentation
Soft skills
customer servicecommunicationinterpersonal skillsorganizational skillsdetail orientedcollaborationindependent workload managementtask prioritizationdeadline management
Certifications
MA Property & Casualty insurance license