Personal Lines Insurance Specialist
1 month ago
We are a leading insurance agency dedicated to providing our clients with financial security and peace of mind. Our state-of-the-art agency management program, combined with our commitment to integrity, professionalism, and customer service, ensures that our clients are always our top priority.
Position OverviewWe are seeking a Personal Lines Assistant Account Manager to join our team. The ideal candidate will assist Account Managers with daily tasks related to personal insurance policies, providing support to clients, processing policy changes, handling inquiries, and ensuring high levels of customer satisfaction.
Work ArrangementThis is a full-time position working in our office located at 6700 Main Street, Williamsville, NY.
Professional Responsibilities- Support Account Managers in managing personal insurance accounts
- Review and process policy endorsements, renewals, and cancellations accurately
- Assist clients with policy-related inquiries and issue resolution
- Collaborate with underwriters and insurance carriers as needed
- Maintain client records and documentation up to date
- Provide administrative support to the team as necessary
- High school diploma or equivalent; additional certification in insurance is a plus
- 1- 3 years prior experience in the insurance industry, specifically with personal lines
- Strong communication and customer service skills
- Detail-oriented and organized with the ability to multitask
- Excellent interpersonal and communication skills (both oral and written)
- Proficient with use of Microsoft Office Suite and products
- A passion for being part of a team that drives our company to industry leadership
- Ability to establish and maintain effective working relationships with both peers and clients
- Authorized to work in the U.S. without sponsorship
Patriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. 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.
Benefits- 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 offers a competitive salary range of $35,000 - $45,000 depending on experience.
We are 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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