Personal Lines Account Manager Position Available In Leon, Florida

Personal Lines Account Manager Patriot Growth Insurance Services – 2.0 Tallahassee, FL Job Details Full-time $50,000 – $60,000 a year 9 hours ago Benefits Paid parental leave Health savings account Paid holidays Disability insurance Health insurance Dental insurance Flexible spending account Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Qualifications Underwriting Sales Customer service Bachelor of Science Mid-level Microsoft Office High school diploma or GED Bachelor’s degree Customer relationship management Organizational skills Business Administration 1 year Business Associate’s degree Account management Communication skills Personal Lines License Full Job Description About Legacy ,

A Division of Patriot Growth Insurance Services:

Legacy Insurance Solutions was founded on the principle of providing our clients with the most effective insurance products and solutions for their needs, while giving them the highest level of customer service. With well over 50 years of combined experience in the insurance industry, our professionals continue to build upon our family’s legacy, which is to truly put our clients’ interests at the forefront. The unique experiences of owning and operating an independent agency for decades, as well as partnering with a larger publicly traded broker, allows us to provide tremendous value to the client. By combining the attention and feel of a boutique agency with the resources and knowledge of a larger firm, our agents are able to offer the appropriate risk transfer guidance needed to make the insurance process easier.

Position Overview :

The Personal Lines Account Manager’s primary objective is to provide exceptional service, retain existing clients, and strategically grow the Agency’s book of personal accounts. This position will build strong relationships with clients, assess their needs, and recommend suitable coverage options while ensuring their satisfaction and enhancing client loyalty. The Personal Lines Account Manager involves managing both new and renewal accounts, processing policies, and actively cross-selling additional policies to maximize revenue opportunities for the Agency.

Work Arrangement:

This is a full-time position working in our office located in Tallahassee or Palm Beach Gardens, Florida.

Professional Responsibilities:

Build and maintain strong relationships with clients to ensure their insurance needs are meet and provide excellent customer service. Address client inquiries and concerns promptly and effectively. Manage both new and renewal accounts, evaluating risk exposures, and determining appropriate coverages. Process and follow up on endorsements, update account information, and issue policies accurately and efficiently. Actively cross-sell additional policies to existing clients and identify opportunities for upselling relevant insurance products. Review insurance applications and renewal requests to ensure compliance with underwriting guidelines. Possess in-depth knowledge of insurance products, underwriting guidelines, and industry practices to effectively assess risks and recommend suitable coverage options. Serve as a liaison between clients, Producers, underwriters, and agency management, facilitating smooth interactions and effective communication. Efficiently manage client interactions, administrative tasks, and data entry to prioritize relationship-building and activities that generate revenue. Participate in continuing education classes to enhance knowledge and skills in the insurance field.

Qualifications and Requirements:

1 to 3 years of experience in a sales, account management, or customer service position (Required). High School Diploma/GED or Associate Degree in Business Administration, or a similar field (Required). Florida 2-20 or 20-44 Insurance License (Required). Experience in the Property and Casualty Insurance industry, specifically in personal lines account management (Preferred). Bachelor’s Degree in Sales, Business Administration, Marketing, or a similar field (Preferred). Possess a comprehensive knowledge of personal lines insurance products, including coverages, policies, procedures, and underwriting principles. Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions. Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience. Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively. Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions. Excellent communication skills, both written and verbal, to convey information clearly and transparently. Ability to collaborate effectively within a team environment, sharing insights and contributing to collective success. Proficiency in using software systems, including Customer Relationship Management (CRM) system, and Microsoft Office Suite. Commitment to staying updated on industry trends, regulations, and best practices. Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 160 locations across 48 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 . PI269569795