Personal Lines Internal Sales and Retention Specialist (Remote) Position Available In Duval, Florida

Personal Lines Internal Sales and Retention Specialist (Remote) Patriot Growth Insurance Services – 2.0 Jacksonville, FL Job Details Full-time $45,000 – $55,000 a year 1 day 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 Sales Customer service Mid-level Microsoft Office 3 years High school diploma or GED Analysis skills Bachelor’s degree Associate’s degree Account management Communication skills

Personal Lines License Full Job Description About Shapiro Insurance Group, A Division of Patriot Growth Insurance Services:

Shapiro Insurance Group (SIG) is a professional insurance brokerage firm with offices located throughout the state of Florida. We specialize in the Property and Casualty lines of insurance coverage for both Commercial and Personal clients. Shapiro Insurance Group is a partner agency of Patriot Growth Insurance Services, a privately held national insurance services broker ranked 24th largest broker in the U.S. as of December 2024.

Position Overview :

The Personal Lines Internal Sales & Retention Specialist is responsible for renewing and expanding client relationships within the Personal Lines department. This role focuses on retention, cross-selling, and managing internal sales opportunities to support growth and client satisfaction.

Work Arrangement:

This is a full-time, fully remote position that supports our clients’ activities in our Jacksonville, Florida office.

Professional Responsibilities:

Client Retention:

Maintain and strengthen relationships with existing clients through proactive communication and timely service.

Cross-Selling:

Identify opportunities to offer additional personal lines coverages and close sales with existing clients.

Renewal Management:

Lead the remarketing and renewal process to ensure clients receive competitive and appropriate coverage.

Sales Queue Oversight:

Monitor and manage the internal Personal Lines sales pipeline, ensuring timely follow-up and processing.

Policy Servicing:

Process endorsements, updates, and follow-ups accurately and efficiently.

Underwriting Compliance:

Review applications and renewals for adherence to carrier guidelines.

Lead Generation:

Support internal marketing campaigns and outreach efforts to drive new business.

Carrier & Market Updates:

Stay informed on changes in carrier guidelines, quoting procedures, and market conditions.

Team Collaboration:

Work closely with account managers, producers, and agency leadership to meet service and sales goals.

Continuous Learning:

Participate in CE courses and maintain up-to-date knowledge of personal lines insurance products and industry standards.

Qualifications and Requirements:

Licensing:

Active Florida 2-20 or 20-44 Insurance License required.

Experience:

3-5 years in customer service, account management, or insurance sales, specifically in Personal Lines.

Education:

High school diploma or GED required; Associate degree preferred. Bachelor’s degree a plus.

Industry Knowledge:

Familiarity with Florida’s personal insurance market and core coverages (e.g., home, auto, umbrella).

Systems Proficiency:

Skilled in CRM platforms, agency management systems, and Microsoft Office Suite.

Client Service:

Strong relationship-building and client communication skills.

Sales Mindset:

Comfortable discussing coverage options and closing additional policies with existing clients.

Organization:

Able to manage multiple tasks, follow through, and prioritize in a fast-paced environment.

Problem Solving:

Solutions-oriented with the ability to resolve client concerns effectively.

Professionalism:

Adheres to confidentiality and ethical standards in all client interactions.

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 us : 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 Compensation range : A starting base salary in the $45,000 to $55,000 range, depending on the candidate’s experience. This position is also eligible for additional incentive compensation that is performance based. 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 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 .