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 communities.

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.

Job Summary :

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.

Key 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.

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.

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.

We offer 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.



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