Personal Lines Account Manager

About The Cashion Company, A Division of Patriot Growth Insurance Services: At The Cashion Company, integrity, excellence, and client satisfaction have been our guiding principles since 1975. As a leading insurance agency, we prioritize personalized service and expert advice to ensure our clients receive exceptional insurance solutions. Our team of dedicated professionals is committed to fostering long-lasting relationships with customers and carriers alike. We offer a dynamic work environment that supports growth and values employee well-being. Join us in delivering unparalleled service and shaping the future of insurance.

Position Overview: The primary function of this position is to provide quality service to clients. The Account Manager will be the day-to-day liaison between the client, the respective insurance company, and the producer.

Daily servicing of clients will include the service work associated with the clients' accounts, including all endorsement activity, various and routine coverage questions, problem solving, renewal processes, binding of coverages as necessary, assisting customers with billing inquiries, and accuracy checking of policies. The only exceptions are bond and claims related items which are handled by those departments.

Work Arrangement: This is a full-time hybrid position reporting to our office located in Little Rock, AR with remote opportunities available.

Professional Responsibilities:

• Pre-qualify and analyze prospects' coverage needs, recommending appropriate coverages and preparing rating quotes for producers to present to clients.
• Recommend excess and surplus lines coverages as needed and educate clients on coverage limitations, ensuring all documentation is accurately maintained.
• Complete insurance applications, obtain client signatures, submit to eligible carriers, and follow up to ensure timely and accurate policy issuance.
• Process policy renewals and conduct remarketing as necessary to ensure optimal coverage and pricing.
• Assist clients with coverage changes and service requests, providing clear communication and prompt follow-up.
• Inform clients of policy changes, exclusions, and coverage needs, explaining terms and limitations in a clear, professional manner.
• Generate correspondence, certificates, and other documentation to meet client service and proof-of-insurance needs.
• Maintain organized and accurate electronic files in accordance with agency standards.
• Manage incoming mail and respond promptly and appropriately to client and carrier requests.
• Monitor direct-bill cancellation notices and follow up with clients to help them avoid policy lapses.
• Set priorities and manage workflow to ensure efficient, accurate, and timely completion of all tasks.
• Stay current with industry trends, new products, coverages, and technology to continuously improve performance and client service.
• Maintain a thorough understanding of insurance products, coverages, and agency processes.
• Participate in continuing education courses to meet licensing and ethics requirements.
• Effectively utilize agency management systems and computer programs to support daily operations.

Qualifications and Requirements:

• High School Diploma/GED (Required)
• Minimum 2 years of relevant experience (Preferred)
• Excellent interpersonal and communication skills (both oral and written)
• Active AR Property & Casualty insurance license (Required)
• 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: 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 currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. 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.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide continual learning and enhanced career opportunities for our dedicated, professional team.

In addition to a competitive salary, we provide 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) with employer match

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.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

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