Commercial Lines Account Assistant
3 days ago
**About Patriot**:Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.
**About Safegard**: The Safegard Group, Inc. is a regional insurance brokerage and risk management consulting agency that services corporate, institutional, professional, and individual clients. We take a partnership approach to providing custom designed insurance programs and risk management solutions. Safegard is dedicated to superior service that is often not evident in the brokerage community. We have experienced outstanding growth since our 1994 inception, and we continue to selectively solicit accounts that value our technical and service capabilities. By utilizing our long-term relationships with insurers, third party providers, and key industry resources, we are able to provide comprehensive solutions and services to our clients. Safegard has three primary business divisions: Commercial Lines, Personal Lines, and Employee Benefits.
**Primary Job Responsibilities**:
- Provide excellent customer service to build and maintain positive relationships with clients.
- Maintain accurate records within agency management system and electronic files.
- Create basic Excel spreadsheets/Word documents for clients/internal staff use.
- Process policy change requests. Responsible for timely endorsement follow-up, as well as billing.
- Issue new and renewal Certificates of Insurance and Automobile ID Cards.
- Follow-up with insurance carriers for cancellations and other payment issues.
- Assist team with renewal/new business process from account preparation through binding.
- Manage receipt and distribution of policies.
- Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional, confident, clear, and concise.
**Requirements**:
- College Graduate.
- Licensed Property & Casualty Producer (can be obtained upon hire).
- Minimum of 1 year insurance experience.
- AMS360 experience preferred but not required.
- Proficient with MS Office including Excel, Word and PowerPoint.
- Team-oriented with ability to lead when necessary and take direction well.
- Good written and oral communication skills.
- Strong analytical and strategic thinking skills.
- Confidence in business and social settings.
- Organized, efficient, and detail oriented.
- Ability to multi-task and delegate or handle responsibilities with mínimal supervision.
**WHY PATRIOT?**
Patriot offers the opportunity to be a part of a fast-growing company at 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: _Patriot's EEO and DEI Policy_
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