Personal Lines Account Manager

4 weeks ago

Enfield, United States Patriot Growth Insurance Services Full time
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 Koverage Insurance: Koverage Insurance Group was founded in 2017 as a full-service independent property & casualty, life & health, and employee benefits agency. We represent over 25 insurance carriers to give each of our clients the best insurance plans available to suit their needs. We currently have 7 locations in CT and are licensed to transact business in 34 states. We are a client-centric organization that focuses on exceeding expectations by providing a positive and malleable experience to fit our client's needs. Our dedicated team is committed to protecting our clients with creative solutions while maintaining our core ethics and values. We are a proud partner agency of Patriot Growth Insurance Services.

Overview: Koverage Insurance Group is looking for an experienced and outgoing Personal Lines Account Manager to join our growing team This full-time position based out of our Enfield, CT office location. A hybrid work schedule will be permitted following 60-90 days of employment

The Personal Lines Department operates as a supportive, team environment. The main objective of this role is to generate quote for new business opportunities requested by our repeat clients, referrals, or acquired through our producers. It is important to note that this position has limited customer service duties.

If you are knowledgeable in personal lines insurance, have high positive energy and a desire to provide the high-level service to meet clients' insurance needs, please apply for our position. We pride ourselves on providing excellent salary, benefits, and training for all associates

Primary Job Responsibilities:
  • Markets client's accounts to negotiate and secure the most appropriate insurance coverage based upon clients' needs for both new and renewal business.
  • Oversees clients' accounts by responding to inquiries, explaining coverages and premiums, informing of policy or billing changes, and facilitating the claims process between clients and the adjuster.
  • Maintains great working relationships with multiple insurance carriers to obtain quotes, binders, endorsements, etc.
  • Researches and resolves all moderate and complex customer service problems relating to coverage issues, billing discrepancies, etc. in a timely manner.
  • Maintains accurate and up-to-date account and policy information in the Agency Management System, while maintaining a current suspense, reviewing insurance policies and endorsements for accuracy, reviewing contracts and special certificates of insurance requests for compliance and responding to the insured.
  • Maintains industry knowledge of developing trends regarding carrier underwriting appetite and pricing changes.
Requirements:
  • 2+ years of Personal Lines Insurance experience.
  • Valid Property & Casualty License.
  • Excellent verbal and written communication skills.
  • High-level of interpersonal skills with a client-service mind-set.
  • Well organized and detail-oriented.
  • Quick learner that thrives in a fast-paced environment.
  • Team player with a positive attitude.
  • Problem solving and analytical skills, with a solutions driven mindset.
  • Proficient with Microsoft Office Suite, including Word, Excel, Outlook, & Teams.
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 located on our website at www.patriotgis.com.

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