Personal Lines Account Manager Position Available In Palm Beach, Florida

Personal Lines Account Manager Patriot Growth Insurance Services Palm Beach Gardens, FL 33410 About Legacy Insurance Solutions ,

A Division of Patriot Growth Insurance Services:

Legacy Insurance Solutions (Legacy) 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 :

Our agency is seeking a dedicated and detail-oriented insurance professional with a strong background in personal insurance and exceptional customer service skills, to join our team as a Personal Lines Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts, ensuring their insurance needs are met. This will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, then we want to speak with you!

Work Arrangement:

This is a full-time, in office position that supports our clients’ insurance activities in our offices located in either Tallahassee, or Palm Beach Gardens, Florida.

Professional Responsibilities:

Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service Review current clients’ existing account activities while seeking available discounts and making impactful coverage recommendations Review and evaluate current coverage limits to ensure client is properly insured Process and follow up on endorsements, update account information, and issue policies accurately and efficiently Provide re-quote and remarket services to clients for all personal lines insurance products as needed or requested by the client Review insurance applications and renewal requests to ensure compliance with underwriting guidelines Serve as a liaison between clients, Producers, underwriters, and agency management, facilitating smooth interactions and effective communication Actively cross-sell additional policies to existing clients and identify opportunities for upselling relevant insurance products Provide sales support to our Sales Agents and help other members of your team as needed Develop and maintain strong working relationships with clients and Legacy personnel Possess in-depth knowledge of insurance products, underwriting guidelines, and industry practices to effectively assess risks and recommend suitable coverage options Participate in continuing education classes to enhance knowledge and skills in the insurance field 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

Qualifications and Requirements:

A High school diploma or its equivalent is required 2+ years of relevant work experience in insurance sales Experience in Property & Casualty (P&C) Insurance sales focused on the Personal Lines market and other specialty lines An active 2044 or 220 Florida Insurance license Working knowledge of AMS360 or other relevant agency management systems Proficient in use of Microsoft Outlook Suite tools, including Excel Excellent interpersonal and communication skills (bother oral and written) Strong organizational skills and works well in a collaborative environment Ability to self-manage workload and meet deadlines independently Bilingual (Spanish and English) is beneficial but not required Authorized to work in the U.S. without sponsorship now and in the future

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. Why join us : We offer you the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and 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)

Salary Range :

A starting base salary in the $50,000 – $60,000 range, depending on the candidate’s experience. A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. 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 its 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 .