Personal Lines Account Manager

Patriot Growth Insurance Services, LLC

Personal Lines Account Manager managing a portfolio of personal insurance clients at Patriot Growth Insurance Services. Providing exceptional client service and maintaining accurate account documentation in a remote setting.

Posted 7/21/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in personal lines insurance, including policy servicing, client relationship management, and compliance with carrier guidelines. Proficient in utilizing agency management systems and technology platforms to enhance client service and operational efficiency.

Highest-signal resume keywords

Personal Lines Insurance ExperienceActive Pennsylvania Property & Casualty Insurance LicenseEPIC Agency Management System ProficiencyMicrosoft Office Suite ProficiencyStrong Interpersonal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Policy ServicingCoverage AnalysisClient Record ManagementPolicy DocumentationClaims SupportPolicy Change ProcessingEndorsements ManagementBilling TransactionsNew Business ReviewRenewal Policy Accuracy

Soft Skills

Excellent Attention to DetailStrong Organizational SkillsClient-Focused ApproachSelf-MotivatedStrategic Thinking

Tools & Technologies

Agency Management SystemCarrier Online PlatformsMicrosoft Office Suite

Certifications & Qualifications

Active Pennsylvania Property & Casualty Insurance LicenseAssociate Degree

Industry Keywords

Personal Lines Insurance ProductsCarrier GuidelinesInsurance CoverageClient Relationship ManagementInsurance Policy Servicing

About the role

Key responsibilities & impact

Manage and service a portfolio of personal lines accounts, providing timely and professional support to clients.
Maintain accurate client records, policy documentation, and account activity within the agency management system and electronic files.
Build and maintain positive client relationships by delivering responsive, high-quality customer service.
Communicate clearly and professionally with clients, insurance carrier representatives, and internal team members.
Prepare and maintain client-facing presentation documents and policy-related materials.
Review new business and renewal policies for accuracy, requesting corrections and following up as needed.
Process policy change requests, endorsements, billing items, and related service transactions in a timely manner.
Issue new and renewal automobile ID cards and other policy documentation as needed.
Utilize carrier online systems to process service requests, obtain information, and support account activity.
Market new and renewal business as needed, including carrier selection, online rating, and coverage analysis.
Respond to client claim inquiries, direct clients to the appropriate carrier resources, and provide support throughout the claims process as needed.
Stay informed on personal insurance products, carrier guidelines, technology platforms, and industry best practices.

Requirements

What you’ll need

2+ years of personal lines insurance experience preferred
Active Pennsylvania Property & Casualty insurance license required
Associate degree required
Experience with EPIC agency management system preferred
Strong knowledge of personal lines insurance products, coverages, rating, policy servicing, and carrier procedures
Excellent interpersonal, written, and verbal communication skills
Proficiency with Microsoft Office Suite and carrier online platforms
Strong organizational skills with excellent attention to detail and accuracy
Ability to work independently, manage multiple priorities, and take initiative in a remote work environment
Strategic thinker with strong comparative and technical insurance knowledge
Self-motivated, client-focused, and committed to delivering exceptional service
Ability to build strong relationships with clients, carriers, and internal team members.

Benefits

Comp & perks

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)