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Personal Lines Account Manager
4 months ago
About Safegard, A Division of Patriot Growth Insurance Services: The Safegard Group, Inc. is a regional insurance and risk management broker located in Media, PA. They are a leading, full-service insurance broker and risk management consulting firm, who are well-established with a reputation for honesty, integrity, unsurpassed service and groundbreaking business solutions. Safegard is a proud partner agency of Patriot Growth Insurance Services.
Overview: We are seeking a Personal Lines Account Manager to join our team. The Account Manager will assist the team with servicing personal lines policies (i.e. homeowners, auto, recreational vehicles, watercraft, flood, personal umbrella, etc.), quoting new business prospects, as well as retaining and servicing existing clients by providing an exceptionally high standard of service. A successful Account Manager should be well versed in policy coverage and carrier guidelines as they are often the middle-person between the client and the carrier. The Account Manager is meant to keep the customers informed and always satisfied.
This is a full-time, remote position. Must have access to reliable, high-speed internet and a quiet, dedicated workspace.
Primary Job Responsibilities:
- Maintain accurate records within agency management system and electronic files.
- Provide excellent customer service to build and maintain positive relationships with Safegard's clients.
- Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional, confident, clear and concise.
- Prepare and maintain client-facing presentation documents.
- Review all renewal and new business policies for accuracy and request corrections as needed.
- Billing and non-payment follow-up.
- Process policy change requests. Responsible for timely endorsement follow-up, as well as billing.
- Issue new and renewal Automobile ID Cards as needed.
- Efficiently utilize insurance carrier online systems.
- Market new and renewal business as necessary including market selection, online rating, and coverage analysis.
- Field calls regarding claims; direct clients to appropriate carrier for submitting claims and assist clients with questions regarding claims as necessary.
- Associate's degree
- 2+ years of industry experience preferred
- Property and Casualty License (can be obtained upon hire)
- Microsoft Word, Excel, Power Point
- Knowledge of AMS360 or EPIC Agency Management System preferred
- Strong verbal and written communication
- Excellent organization and analytical skills
- Strategic thinker and independent worker
- Comparative and technical knowledge
- Self-starter and self-motivated
- Relationship builder
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.
