Personal Lines Sales and Customer Advocate
1 week ago
Patriot Growth Insurance Services is a professional insurance brokerage firm with offices throughout Florida. We specialize in Property and Casualty lines of insurance for Commercial and Personal Clients.
We are backed by Patriot Growth Insurance Services, a top 50 privately held insurance agency with over 80 offices and more than 968 professionals across the country.
Job Overview
We seek a dynamic and client-focused Personal Lines Internal Sales and Retention Specialist to join our team. In this role, you will build strong client relationships, drive new business growth, and deliver exceptional service.
Responsibilities
* Develop, maintain, and enhance relationships with existing clients for high satisfaction and long-term retention
* Address inquiries and resolve concerns promptly and effectively, delivering a seamless client experience
* Proactively cross-sell personal lines insurance products and generate new business through strategic marketing and lead generation efforts
* Oversee the remarketing process for renewals, ensuring clients receive optimal coverage options
* Monitor and manage the internal personal lines sales queue to maintain efficiency and responsiveness
* Review applications and renewal requests to ensure they meet underwriting guidelines
* Process endorsements, policy changes, and follow-ups with accuracy and efficiency
* Collaborate on internal marketing initiatives and utilize various tools to attract new clients
* Participate in team meetings, knowledge-sharing sessions, and continuing education to stay updated on industry trends and carrier guidelines
Requirements
* 3 to 5 years of experience in customer support, sales, or account management
* Experience in the Property and Casualty Insurance industry, specifically in Personal Lines preferred
* High School Diploma/GED or Associate Degree in Business Administration
* Bachelor's Degree in Business Administration, or a related field, preferred
* Active Florida 2-20 or 20-44 license
* 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
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