Personal Lines Account Manager

Summary

Patriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. The Personal Lines Account Manager will manage and service a personal lines book of business, support policy changes and renewals, evaluate coverage options, and build relationships with clients, carriers, and internal teams.

Responsibilities

• Manage and service a portfolio of personal lines accounts while delivering responsive, high-quality client support
• Review new business and renewal policies for accuracy and coordinate corrections to ensure proper coverage and documentation
• Process endorsements, policy changes, billing inquiries, and service transactions with precision and efficiency
• Build strong relationships with clients, carriers, and colleagues that contribute to long-term retention and client satisfaction
• Market new and renewal business by evaluating carrier options, comparing coverage solutions, and supporting placement strategies
• Guide clients through claim-related questions and connect them with appropriate carrier resources throughout the claims process

Skills

• Client-focused and committed to delivering exceptional service with professionalism and empathy
• Organized and detail-oriented, with the ability to manage multiple priorities and deadlines effectively
• A strong communicator who builds trust through clear, responsive interactions
• Comfortable working independently while collaborating with team members and carrier partners
• Proactive in identifying solutions, resolving issues, and following through on client needs
• Technically proficient and eager to stay current on carrier updates, insurance products, and industry best practices
• Adaptable and dependable in a remote work environment
• Active Pennsylvania Property & Casualty insurance license
• Associate degree
• Strong knowledge of personal lines insurance products, coverages, rating practices, policy servicing, and carrier procedures
• Experience using Microsoft Office Suite and carrier online platforms
• Excellent written, verbal, and interpersonal communication skills
• Strong organizational skills with exceptional attention to detail and accuracy
• Ability to work independently, manage competing priorities, and maintain a high level of client service
• 2+ years of personal lines insurance experience
• Experience with the EPIC agency management system
• Experience marketing new and renewal business, including carrier selection and coverage analysis
• Comparative rating and technical insurance expertise
• Demonstrated success building strong relationships with clients, carriers, and internal partners

Qualifications

Must Haves

• Client-focused and committed to delivering exceptional service with professionalism and empathy
• Organized and detail-oriented, with the ability to manage multiple priorities and deadlines effectively
• A strong communicator who builds trust through clear, responsive interactions
• Comfortable working independently while collaborating with team members and carrier partners
• Proactive in identifying solutions, resolving issues, and following through on client needs
• Technically proficient and eager to stay current on carrier updates, insurance products, and industry best practices
• Adaptable and dependable in a remote work environment
• Active Pennsylvania Property & Casualty insurance license
• Associate degree
• Strong knowledge of personal lines insurance products, coverages, rating practices, policy servicing, and carrier procedures
• Experience using Microsoft Office Suite and carrier online platforms
• Excellent written, verbal, and interpersonal communication skills
• Strong organizational skills with exceptional attention to detail and accuracy
• Ability to work independently, manage competing priorities, and maintain a high level of client service

Nice to Haves

• 2+ years of personal lines insurance experience
• Experience with the EPIC agency management system
• Experience marketing new and renewal business, including carrier selection and coverage analysis
• Comparative rating and technical insurance expertise
• Demonstrated success building strong relationships with clients, carriers, and internal partners

Benefits

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support
• Comprehensive health and welfare program that extends to your family and domestic partners
• Supplemental compensation, such as performance-based bonus, commission, or equity, may be available based on eligibility
• Company paid holidays