Patriot Growth Insurance Services, LLC

Personal Lines Account Manager

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Kingston • New York • United States

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About the role

  • Market client accounts to negotiate and secure the most appropriate insurance coverage for both new and renewal business.
  • Serve as the primary contact for clients, responding to inquiries, explaining coverages and premiums, and facilitating claims between clients and adjusters.
  • Maintain strong carrier relationships to obtain quotes, binders, endorsements, and related documents.
  • Research and resolve moderate to complex service issues, including coverage questions and billing discrepancies, in a timely manner.
  • Ensure account accuracy by maintaining up-to-date policy information in the agency management system, reviewing policies/endorsements, and handling contract and certificate compliance requests.
  • Stay current on industry developments, including carrier underwriting appetites and pricing trends.

Requirements

  • 24 years of experience in personal lines account management
  • Active Property & Casualty license
  • Excellent verbal and written communication skills
  • Strong interpersonal skills with a client-service mindset
  • Highly organized, detail-oriented, and adaptable in a fast-paced environment
  • Collaborative team player with a positive attitude
  • Strong problem-solving and analytical skills with a solutions-driven approach
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams)
  • Authorized to work in the U.S. without sponsorship.
Benefits
  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA), 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) with employer match
Applicant Tracking System Keywords

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

Hard Skills & Tools
account managementinsurance coverage negotiationclaims facilitationservice issue resolutionpolicy information maintenancecontract compliancecertificate complianceproblem-solvinganalytical skills
Soft Skills
verbal communicationwritten communicationinterpersonal skillsclient-service mindsetorganizational skillsdetail-orientedadaptabilitycollaborationpositive attitudesolutions-driven approach
Certifications
Property & Casualty license