Commercial Lines Account Manager (Hybrid)

Position Overview

The Account Manager oversees client relationships and is responsible for successfully managing and renewing a segment of client business. The Account Manager establishes a strong rapport with clients and seeks to identify and present the best products and services to meet their needs and objectives.

Professional Responsibilities

• Provide excellent service to clients by proactively servicing accounts and addressing client concerns in a pleasant and professional manner.
• Pre-qualify new business per agency guidelines.
• Prepare and review registry transactions.
• Process new business, endorsements, and cancellations according to guidelines.
• Inform and educate clients about coverage, exclusions, and exposures, while documenting electronic files accordingly.
• Provide technical support to Producers (i.e., coverage, renewal proposals, suspense items, etc.) to meet client’s needs.
• Complete the application submission process by preparing proposals and applications, submitting them to insureds and carriers, obtaining clients signatures on all applications, and following-up to ensure timely responses in conjunction with Producer.
• Explain audit procedures to clients and review interim reports for accuracy.
• Respond to clients’ needs by producing binders, certificates, policies, and other related items accurately and timely.
• Renew/remarket policies per agency standards working in conjunction with client and producer; ensure exposures are adequately covered, insurance is placed with best company, and remarket when appropriate.
• Process incoming and outgoing communication requests professionally, accurately, and timely (i.e., email, mail, voicemail, and faxes).
• Follow-up on open activities in a timely manner.
• Take first report of loss and file with carrier according to specific company guidelines, assign adjuster as necessary; log appropriate follow-up in tracking system for claims team to handle.
• Maintain files in systems accurately and consistently in accordance with guidelines.
• Refer insureds to other departments for cross-sell opportunities.
• Address unusual or difficult client inquiries/situations with a personal consultative approach and demonstrate appropriate awareness to involve additional internal team members to ensure appropriate and timely resolution, as needed.

Qualifications And Requirements

• 3+ years of P&C account management experience or 4+ years of P&C Commercial Lines industry experience
• High School Diploma/GED
• Bachelor's degree in Sales, Marketing, Business Administration, or similar preferred
• Professional Property & Casualty Insurance License (must obtain within 3 months of hire date)
• CIC, CPCU, MAIA or similar designations preferred
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Able to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

Why Patriot Growth Insurance Services

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

Benefits

• Comprehensive health and welfare program to employees, family members and domestic partners.
• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)
• Salary Range: $55,000 - $75,000 depending on the candidate’s experience

Pay

$55,000 - $75,000 depending on the candidate’s experience

Schedule

This is a full-time, hybrid position that reports to our office located in Taunton, MA.