Patriot Growth Insurance Services
Commercial Lines Select Accounts Advisor (Hybrid)
Patriot Growth Insurance Services, Waterloo, Iowa, United States, 50702
Commercial Lines Select Accounts Advisor
With roots dating back more than 100 years, PDCM blends a century of experience with industry innovation to bring you a completely different approach to managing risk and insurance. Our personalized advisers use PDCM's unique Risk Reduction Approach to take a comprehensive look at our client's needs and customize a plan for their family or business. Our dedication and commitment to serving the business community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa. PDCM is a proud partner agency of Patriot Growth Insurance Services, LLC. Position Overview
The Commercial Lines Select Accounts Advisor is responsible for managing and servicing a portfolio of Small Business accounts. Acting as a liaison between clients, service centers, and insurance carriers, this position ensures efficient handling of policy updates, renewals, and client inquiries. The Commercial Lines Select Accounts Advisor actively identifies opportunities to up-sell and round out accounts, contributing to the overall growth of PDCM's book of business. This is a full-time, hybrid position reporting our office in Waterloo, IA. Professional Responsibilities
Serve as the main point of contact for assigned Select Accounts (Small Business) by promptly responding to client inquiries regarding policy status, changes, coverage updates, and billing issues. Maintain accurate, complete, and up-to-date client records and contact logs in the Agency Management System. Identify opportunities to up-sell existing clients on additional lines of coverage or enhanced policies. Round out accounts by adding coverage lines such as auto, umbrella, inland marine, etc., to existing accounts. Provide timely and competitive insurance quotes from multiple carriers and facilitate the application process for new or additional coverage. Analyze insurance contracts to assess terms, conditions, exclusions, and adequacy of coverage. Review insurance quotes, proposals, and renewal documentation to ensure they align with the client's risk profile and needs. Identify and recommend coverage enhancements or additional policies that may better protect the client. Act as a liaison between clients and service centers or insurance carriers to facilitate timely and accurate service transactions. Manage requests related to policy changes, renewals, endorsements, audits, cancellations, and reinstatements in coordination with the carriers. Confirm all service activities are processed and documented correctly to prevent errors and omissions. Qualifications and Requirements
3 or more years of experience in a customer support or account management position (Required) High School Diploma/GED (Required) Obtainment and maintenance of Iowa Property and Casualty Insurance License. (Required) Experience in the Property and Casualty Insurance industry, specifically in Commercial Lines. (Preferred) Associate or Bachelor's Degree in Business Administration or a related field. (Preferred) Possess a comprehensive knowledge of Commercial Lines insurance products, coverages, policies, and procedures. Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience. Experience in building and maintaining strong client relationships, understanding clients' unique needs, and providing customized insurance solutions. 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 with in 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 through attending training programs, earning relevant certifications, and participating in industry conferences or webinars. Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information. 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 2,000 employees operating in over 170 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. 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 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) 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.
With roots dating back more than 100 years, PDCM blends a century of experience with industry innovation to bring you a completely different approach to managing risk and insurance. Our personalized advisers use PDCM's unique Risk Reduction Approach to take a comprehensive look at our client's needs and customize a plan for their family or business. Our dedication and commitment to serving the business community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa. PDCM is a proud partner agency of Patriot Growth Insurance Services, LLC. Position Overview
The Commercial Lines Select Accounts Advisor is responsible for managing and servicing a portfolio of Small Business accounts. Acting as a liaison between clients, service centers, and insurance carriers, this position ensures efficient handling of policy updates, renewals, and client inquiries. The Commercial Lines Select Accounts Advisor actively identifies opportunities to up-sell and round out accounts, contributing to the overall growth of PDCM's book of business. This is a full-time, hybrid position reporting our office in Waterloo, IA. Professional Responsibilities
Serve as the main point of contact for assigned Select Accounts (Small Business) by promptly responding to client inquiries regarding policy status, changes, coverage updates, and billing issues. Maintain accurate, complete, and up-to-date client records and contact logs in the Agency Management System. Identify opportunities to up-sell existing clients on additional lines of coverage or enhanced policies. Round out accounts by adding coverage lines such as auto, umbrella, inland marine, etc., to existing accounts. Provide timely and competitive insurance quotes from multiple carriers and facilitate the application process for new or additional coverage. Analyze insurance contracts to assess terms, conditions, exclusions, and adequacy of coverage. Review insurance quotes, proposals, and renewal documentation to ensure they align with the client's risk profile and needs. Identify and recommend coverage enhancements or additional policies that may better protect the client. Act as a liaison between clients and service centers or insurance carriers to facilitate timely and accurate service transactions. Manage requests related to policy changes, renewals, endorsements, audits, cancellations, and reinstatements in coordination with the carriers. Confirm all service activities are processed and documented correctly to prevent errors and omissions. Qualifications and Requirements
3 or more years of experience in a customer support or account management position (Required) High School Diploma/GED (Required) Obtainment and maintenance of Iowa Property and Casualty Insurance License. (Required) Experience in the Property and Casualty Insurance industry, specifically in Commercial Lines. (Preferred) Associate or Bachelor's Degree in Business Administration or a related field. (Preferred) Possess a comprehensive knowledge of Commercial Lines insurance products, coverages, policies, and procedures. Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience. Experience in building and maintaining strong client relationships, understanding clients' unique needs, and providing customized insurance solutions. 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 with in 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 through attending training programs, earning relevant certifications, and participating in industry conferences or webinars. Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information. 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 2,000 employees operating in over 170 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. 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 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) 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.