Personal Lines Account Manager
Patriot Growth Insurance Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Waterford • Connecticut • United States
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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), 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
Epic reportsuser access administrationonboardingoffboardingtime-off approvalsdata integrationsystem migrationmotor vehicle reportstroubleshootingproject management
Soft Skills
organizational skillsattention to detailverbal communicationwritten communicationprofessional judgmentconfidentialitymulti-taskingprioritizationaccuracycollaboration