Patriot Growth Insurance Services, LLC

Personal Lines Account Manager

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Enfield • Connecticut • United States

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Job Level

Junior

About the role

  • Run Epic reports across branches and departments, both scheduled and ad hoc; partner with Epic support to resolve system issues
  • Administer user access across Epic, carrier websites, comparative rating tools, and RingCentral, including setup, removal, and troubleshooting
  • Support employee lifecycle activities, including onboarding, offboarding, time-off approvals, and staff directory maintenance
  • Coordinate and support carrier website training and continuing education tracking
  • Run motor vehicle reports as required
  • Monitor and manage shared inboxes and general staff communications
  • Provide operational support for firmwide initiatives, including special projects and merger and acquisition activities such as system migration and data integration

Requirements

  • 12 years of experience in the insurance industry, preferably within a Property and Casualty agency (preferred)
  • Strong organizational skills with the ability to manage multiple priorities, projects, and deadlines with a high degree of accuracy and attention to detail
  • Excellent verbal and written communication skills, with sound professional judgment and the ability to maintain confidentiality
  • Strong technical aptitude and computer proficiency, including required experience with Microsoft Excel
Benefits
  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA)
  • Health Savings Account (HSA)
  • Commuter Transit Programs
  • Company-paid Short-Term Disability
  • Long-Term Disability
  • 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
Epic reportsuser access administrationonboardingoffboardingtime-off approvalsdata integrationsystem migrationmotor vehicle reportstroubleshootingproject management
Soft Skills
organizational skillsattention to detailverbal communicationwritten communicationprofessional judgmentconfidentialitymulti-taskingprioritizationaccuracycollaboration