Patriot Growth Insurance Services, LLC

Personal Lines Account Executive

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Office

Location: Bohemia • New York • United States

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Salary

💰 $60,000 - $70,000 per year

About the role

  • Write Personal Lines policies and service existing accounts effectively.
  • Quote new leads using various company websites to provide comprehensive coverage options.
  • Communicate and negotiate with underwriters to assess risks and obtain suitable coverage options.
  • Respond promptly to underwriting memos, ensuring accurate and complete information.
  • Evaluate risk locations thoroughly to determine appropriate coverage and mitigate potential risks.
  • Actively engage in marketing accounts to expand business opportunities and attract new clients.
  • Manage expiration lists efficiently, ensuring timely renewals and proactive action on expiring policies.
  • Rewrite non-renewals and canceled policies, focusing on retaining clients and mitigating risks.
  • Process changes on existing accounts promptly and accurately.
  • Handle payment transactions with clients, ensuring seamless and secure processing.
  • Work on retaining and rewriting existing accounts when faced with significant uprates.
  • Provide support by covering other desks during co-workers absence to maintain seamless operations.

Requirements

  • 5-7 years Personal Lines Account Management experience
  • Valid Property & Casualty License
  • Excellent verbal and written communication skills
  • High-level of interpersonal skills with a client-service mind-set
  • Well organized and detail-oriented
  • Quick learner that thrives in a fast-paced environment
  • Ability to work effectively in a team environment and collaborate with team members and other departments
  • Strong analytical abilities to assess client needs and recommend appropriate insurance solutions
  • Proficient with Microsoft Office Suite, including Word, Excel, Outlook, & Teams
  • Commitment to staying updated on industry trends, regulations, and best practices
  • Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.
Benefits
  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) and 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 & Tools
Personal Lines policiesrisk assessmentcoverage optionsaccount managementpolicy renewalclient retentionpayment processinganalytical abilitiesinsurance solutions
Soft Skills
verbal communicationwritten communicationinterpersonal skillsclient-service mindsetorganizational skillsdetail-orientedteam collaborationquick learneradaptability
Certifications
Property & Casualty License