Patriot Growth Insurance Services, LLC
Personal Lines Account Manager
Patriot Growth Insurance Services, LLC, Jacksonville, Florida, United States, 32290
About Shapiro Insurance Group
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. SIG 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 We are 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, handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner.
Work Arrangement This is a full-time, in office position that supports our clients’ activities in our Jacksonville, Florida office.
Responsibilities
Handle all incoming insurance service requests from current clients, including renewals, policy 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.
Provide re-quote and remarket services to clients for all personal lines insurance products as needed or requested by the client.
Provide sales support to our Sales Agents and help other members of your team as needed.
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 (both 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.
Benefits
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.
Salary Range $45,000 - $55,000 depending on the candidate’s experience.
Equal Opportunity Employer 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.
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Position Overview We are 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, handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner.
Work Arrangement This is a full-time, in office position that supports our clients’ activities in our Jacksonville, Florida office.
Responsibilities
Handle all incoming insurance service requests from current clients, including renewals, policy 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.
Provide re-quote and remarket services to clients for all personal lines insurance products as needed or requested by the client.
Provide sales support to our Sales Agents and help other members of your team as needed.
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 (both 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.
Benefits
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.
Salary Range $45,000 - $55,000 depending on the candidate’s experience.
Equal Opportunity Employer 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.
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