Personal Lines Insurance Manager
4 weeks ago
We are seeking a highly skilled Personal Lines Insurance Manager to join our team at Patriot Growth Insurance Services. As a key member of our team, you will be responsible for managing a portfolio of personal lines insurance accounts, providing exceptional service and support to our clients, and driving business growth in the affluent marketspace.
Key Responsibilities:
- Manage new and renewal client business using Applied Epic agency management system
- Prepare documents for renewal terms
- Adhere to document retention and software documentation guidelines
- Serve as a point of contact with agency producers
- Stay up to date and be knowledgeable about our personal lines' product suite
- Develop and sustain positive relationships with carriers, clients, and agency personnel
- Deliver exceptional client service and always follow through on client inquiries
- Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client
- Design insurance programs for clients based on tailored, individual needs
Requirements:
- Possess an active Property and Casualty Insurance license (state of Texas)
- 5+ years of relevant work experience in personal lines insurance for an independent agency or a large direct carrier agency
- Experience providing personal lines insurance services to an affluent marketspace
- Prior work experience with the Applied Epic agency management system
- Proficient with the use of Microsoft Office Suite tools
- Demonstrated success in providing exceptional customer service effectively
- Collaborative and works well in a team environment
- Excellent interpersonal and communication skills (both written and oral)
About Patriot Growth Insurance Services
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.
Why Join Us?
We offer a competitive salary, comprehensive health and welfare program, and a collaborative environment that fosters enhanced career opportunities for our dedicated and professional team. We are an equal opportunity employer that is committed to diversity and inclusion in the workplace.
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