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Patriot Growth Insurance Services

Provides insurance, risk management, consulting services

Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time$20.19 - $25

About the Job

Requirements

  • Experience supporting personal lines insurance accounts in an agency environment.
  • Strong customer service and relationship management skills.
  • Excellent verbal and written communication abilities.
  • Proficiency with Microsoft Office Suite and related business software.
  • Strong organizational skills and attention to detail.
  • Ability to manage multiple tasks while maintaining accuracy and responsiveness.
  • Property & Casualty (P&C) insurance license, or the ability and willingness to obtain one.

Responsibilities

  • Build comprehensive and accurate risk profiles that help protect client assets and support long-term coverage strategies.
  • Partner with producers on presentations, policy delivery, and renewal discussions to strengthen client relationships and retention.
  • Manage day-to-day servicing needs for personal lines accounts, including policy changes, billing inquiries, claims assistance, applications, and quoting.
  • Develop and maintain strong relationships with carriers and underwriters to support effective placement and service outcomes.
  • Review and renew existing coverages to help ensure clients maintain appropriate protection as their needs evolve.
  • Issue certificates, binders, and evidence of property documentation accurately and efficiently.
  • Maintain detailed and accurate policy records within the agency management system.
  • Support the overall client experience by proactively addressing questions, coverage concerns, and service requests.

Desired Qualifications

  • Experience working directly with underwriters and insurance carriers.
  • Knowledge of personal lines insurance coverages and policy servicing processes.
  • Experience handling certificates, binders, renewals, claims support, and policy changes.
  • Familiarity with agency management systems and insurance databases.
  • Prior experience supporting both commercial and personal lines clients.
  • Industry designations or ongoing professional development within insurance.

About the Company

Patriot Growth Insurance Services

Provides insurance, risk management, consulting services

Patriot Growth Insurance Services provides a national range of insurance, risk management, and consulting services for businesses and individuals. It works through a network of local brokers that use Patriot GIS’s platform of expertise, service, support, resources, and technology to deliver insurance solutions and risk management programs. Revenue comes from insurance premiums, consulting fees, and risk management services. Patriot GIS differentiates itself by combining national coverage with local broker empowerment and tailored client support, offering both property/casualty and employee benefits services alongside consulting. Its goal is to help clients protect their assets, manage risk, and grow their insurance programs, while also supporting communities through the Patriot Growth Charitable Fund.

Company size
501-1,000
Company stage
Debt Financing
Total funding
$500M
Headquarters
Upper Dublin Township, United States
Founded
2019

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