Personal Lines Account Manager

3 weeks ago


Buffalo, New York, United States Patriot Growth Insurance Services Full time
About Promark Partners

Promark Partners, a division of Patriot Growth Insurance Services, is a leading insurance agency that provides financial security and peace of mind to its clients. Our state-of-the-art agency management program, dedicated staff, and commitment to integrity, professionalism, and customer service ensure that our clients are always our top priority.

Position Overview

We are seeking an experienced Account Manager to join our growing Personal Lines Team. This individual will be a team player, compassionate with clients, and have at least 5 years of progressive Personal Lines experience working within an independent insurance agency.

Responsibilities
  • Maintain accurate records within the agency management system and electronic files
  • Prepare applications and coordinate quoting and account rounding
  • Initiate and complete renewal process
  • Review all renewal policies for accuracy and approval by the Team Leader/Producer
  • Request renewal policy corrections
  • Build relationships with underwriters and insureds
  • Delegate tasks identified for Account Assistant and oversee the accuracy of their work
  • Participation in client meetings to review/summarize day-to-day changes
Qualifications and Requirements
  • Bachelor's Degree preferred and at least 5 years of Personal Lines experience at an Independent Agency
  • Active NY Property & Casualty license
  • Adaptable in a changing work environment
  • Experience with Agency Management System AMS360 preferred
  • 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
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.

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)
Pay Range

$52,000 - $58,240 depending on experience

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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