Patriot Growth Insurance Services, LLC

Personal Lines Account Manager

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Charleston • South Carolina • United States

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Tech Stack

Vault

About the role

  • Provides technical support to the Producer, Agency and HNW Personal Lines Clients in the daily management of policies.
  • Complete new / renewal applications in coordination with Producer and Client.
  • Quotes online and / or submit applications to eligible carriers.
  • Follow up to ensure timely receipt of quotes / renewal policies.
  • Review the carrier proposal for accuracy highlighting coverage differences from what was requested.
  • Assist Producers in the preparation of client proposals, renewal summaries.
  • Review and issue request for binders, evidence, certificates, policies and other related items; verify their accuracy, contractual and policy compliance; invoice and transact, prepare client documents and policy binders (electronic and/or paper)
  • Work with Clients, Producers and Carriers to facilitate policy change requests, obtaining the information needed for processing, verify for accuracy, facilitate any corrections, invoice and transact.
  • Processes renewals in coordination with Producer, Client and Carriers according to agency procedures.
  • Reviews policies: verifies accuracy and facilitates corrections; as needed, between client and carrier.
  • Manage and maintain productive relationships with critical centers of influence, family offices, wealth advisors, CPAs, lenders, and realtors.
  • Processes incoming mail and phone requests, responding promptly and appropriately.
  • Uses agency credit and collection policy in invoicing and pursuing prompt payments, request cancellations from the carrier according to agency standards.

Requirements

  • 5+ years of experience in similar role
  • Current Property, Casualty Agents License
  • Experience handling clients with a high net worth.
  • Knowledge of insurance products and usages
  • Knowledge of high-net-worth insurance markets such Chubb, Vault, Pure, Cincinnati, BerkleyOne, including non-admitted carriers and brokers.
  • Understands a preferred insurer appetite, underwriting rules and rating procedures.
  • Solid Microsoft Office, technology utilization, and experience with Applied EPIC or similar agency management system
  • College degree preferred.
Benefits
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Applicant Tracking System Keywords

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Hard Skills & Tools
policy managementinsurance product knowledgeunderwriting rulesrating proceduresclient proposal preparationrenewal application processingquote accuracy reviewpolicy compliance verificationinvoicingpolicy change request processing
Soft Skills
relationship managementcommunicationorganizational skillsattention to detailproblem-solving
Certifications
Property and Casualty Agents License