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Patriot Growth Insurance Services

Provides insurance, risk management, consulting services

Personal Lines Account Manager

Insurance Sales & AgencyUpdated on Oct 30
Full-time$65k - $70k

About the Job

Requirements

  • Two to four years of experience in personal lines account management.
  • An active Property and Casualty insurance license.
  • Strong knowledge of personal lines insurance products, coverages, policy servicing, and carrier procedures.
  • Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and Teams.
  • Ability to build and maintain productive relationships with clients, carrier partners, and internal team members.
  • Ability to explain insurance concepts and coverage options clearly.
  • Ability to manage multiple priorities while maintaining accuracy.
  • Strong analytical and problem-solving abilities.

Responsibilities

  • Manage and service a book of personal lines accounts, ensuring clients receive timely, accurate, and professional support.
  • Market new and renewal business to secure competitive coverage solutions that align with client needs and risk profiles.
  • Respond to client inquiries regarding coverage, premiums, endorsements, policy changes, and account activity.
  • Coordinate with carriers, adjusters, and clients to facilitate claims communication and support a positive claims experience.
  • Review policies, endorsements, certificates, and related documents for accuracy and alignment with client expectations.
  • Maintain detailed account documentation and collaborate with internal team members to support client retention and satisfaction.
  • Stay current on industry trends, carrier offerings, and personal lines insurance products.

Desired Qualifications

  • Experience marketing personal lines new business and renewal accounts.
  • Familiarity with agency management systems and carrier rating platforms.
  • Experience handling claims support, policy reviews, endorsements, and coverage analysis.
  • Knowledge of carrier underwriting guidelines and market trends across multiple personal lines products.
  • Demonstrated success supporting client retention and long-term account growth.

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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