Small Business Account Manager

3 weeks ago

Taunton, United States Patriot Growth Insurance Services Full time
About FBinsure, A Division of Patriot Growth Insurance Services: FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients' needs, allowing us to share our prosperity with our employees and our communities. Fbinsure is a proud partner agency of Patriot Growth Insurance Services.

Position Overview: The Small Business 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.

Work Arrangement: This is a full-time, hybrid position reporting our office in Taunton, MA.

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 in Microsoft Office Suite
  • Authorized to work in the U.S. without sponsorship
About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

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.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
  • 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)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

  • Small Business Account Manager

    3 weeks ago

    Taunton, United States Patriot Growth Insurance Services Full time

    About FBinsure, A Division of Patriot Growth Insurance Services: FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our...

  • Insurance Account Manager

    4 weeks ago

    Taunton, Massachusetts, United States Patriot Growth Insurance Services Full time

    About Patriot Growth Insurance Services :We are a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States.Our mission is to continually improve our products and services to meet our clients' needs, allowing us to share our prosperity with our employees and our...

  • Account Sales Manager

    3 weeks ago

    Taunton, United States Red Bull North America Full time

    Reporting to the District Sales Manager, the Account Sales Manager's (ASM) primary function is to perform outside sales of product inventory while driving an assigned route of accounts. You will increase product sales and placement of product displays at all large and small format "off premise" stores. You will upsell inventory, cooler space, and product...

  • Business Development Manager

    3 weeks ago

    Taunton, United States Martignetti Companies Full time

    Business Development Manager (Century) Description As a Business Development Manager, you will play a pivotal role in shaping and executing customer implementation plans for key accounts, driving brand awareness, and supporting sales efforts. You will collaborate with sales teams, customers, and consumers to organize impactful brand training sessions, design...

  • Account Sales Manager

    3 weeks ago

    Taunton, United States Red Bull Full time

    Company Description Reporting to the District Sales Manager, the Account Sales Manager's (ASM) primary function is to perform outside sales of product inventory while driving an assigned route of accounts. You will increase product sales and placement of product displays at all large and small format "off premise" stores. You will upsell inventory, cooler...

  • Account Sales Manager

    3 weeks ago

    Taunton, United States Red Bull Full time

    Company Description Reporting to the District Sales Manager, the Account Sales Manager's (ASM) primary function is to perform outside sales of product inventory while driving an assigned route of accounts. You will increase product sales and placement of product displays at all large and small format "off premise" stores. You will upsell inventory, cooler...

  • Commercial Lines Account Manager

    1 month ago

    Taunton, Massachusetts, United States Jobot Full time

    Job DetailsWe are seeking a highly motivated and experienced Commercial Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing and growing a portfolio of commercial insurance accounts.Responsibilities:Oversee a portfolio of commercial insurance accounts, ensuring all client needs are met promptly...

  • Medical Dermatology Account Manager

    5 days ago

    Taunton, Massachusetts, United States Syneos Health Careers Full time

    About the RoleWe are seeking a highly motivated and experienced Medical Dermatology Account Manager to join our team. As a key member of our commercial operations, you will be responsible for launching new products, developing and implementing effective business and territory call plans, and building strong relationships with customers across virtual and...

  • Personal Lines Account Manager

    3 weeks ago

    Taunton, United States World Insurance Associates LLC Full time

    World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and...

  • Personal Lines Account Manager

    3 weeks ago

    Taunton, United States World Insurance Associates LLC Full time

    World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and...

  • Account Manager 1, Enterprise Direct Sales

    4 weeks ago

    Taunton, United States Comcast Corporation Full time

    Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and...

  • Account Manager 1, Enterprise Direct Sales

    4 weeks ago

    Taunton, United States Comcast Corporation Full time

    Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and...

  • Account Manager 1, Enterprise Direct Sales

    4 weeks ago

    taunton, United States Comcast Corporation Full time

    Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and...

  • Personal Insurance Account Manager

    2 weeks ago

    Taunton, United States The Jonus Group Full time

    Job DescriptionPersonal Insurance Account Manager - HybridEstablished agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service.QualificationsPrevious experience working with personal lines coverage in a brokerage/agency setting.Experience maintaining client...

  • Territory Service Sales Manager

    3 weeks ago

    Taunton, United States Everon LLC Full time

    Company Overview: At Everon, we truly believe that our people are the difference - for our organization, the customers we serve and the communities we protect. When you're a part of Everon, you'll have the opportunity to be a part of that difference every day. With more than 100 locations, a deep national presence, and comprehensive portfolio of solutions...

  • Territory Service Sales Manager

    2 weeks ago

    Taunton, United States Everon LLC Full time

    Company Overview: At Everon, we truly believe that our people are the difference - for our organization, the customers we serve and the communities we protect. When you're a part of Everon, you'll have the opportunity to be a part of that difference every day. With more than 100 locations, a deep national presence, and comprehensive portfolio of solutions...

  • Territory Service Sales Manager

    2 weeks ago

    Taunton, United States Everon LLC Full time

    Company Overview: At Everon, we truly believe that our people are the difference - for our organization, the customers we serve and the communities we protect. When you're a part of Everon, you'll have the opportunity to be a part of that difference every day. With more than 100 locations, a deep national presence, and comprehensive portfolio of solutions...

  • Territory Service Sales Manager

    3 weeks ago

    Taunton, United States Everon LLC Full time

    Company Overview: At Everon, we truly believe that our people are the difference - for our organization, the customers we serve and the communities we protect. When you're a part of Everon, you'll have the opportunity to be a part of that difference every day. With more than 100 locations, a deep national presence, and comprehensive portfolio of solutions...

  • Director of Business Development

    1 week ago

    Taunton, United States American Insulated Panel Full time

    About Us:American Insulated Panel (AIP) is a premier manufacturer and installer of insulated metal panels for cold storage applications. With a long history of quality and customer satisfaction, AIP is a trusted partner for businesses with walk-in coolers and freezers throughout the Northeast . We are seeking an experienced and driven Business Development...

  • Territory Sales Manager

    4 weeks ago

    Taunton, Massachusetts, United States Everon Full time

    Job Title: Territory Sales ManagerJob Summary:Everon is seeking a highly skilled Territory Sales Manager to lead our Business Account Representative Sales team. As a key member of our sales organization, you will be responsible for developing a business sales team that consistently exceeds revenue expectations and provides exceptional customer service.Key...