Commercial Lines Account Analyst

Patriot Growth Insurance Services, LLC; Media (Delaware County); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Company paid Disability and Life Insurance

Paid holidays and Personal PTO

401(k)

Job summary

A national insurance services firm is seeking a full-time Commercial Lines Account Analyst in Media, PA. The role involves providing excellent customer service, managing records, and processing policy requests. Candidates should be college graduates with at least 1 year of insurance experience and good skills in MS Office. Benefits include medical, dental, vision, and paid parental leave.

Qualifications

• Minimum of 1 year of insurance experience is required.
• Licensed Property & Casualty Producer (can be obtained upon hire).
• Detail-oriented and efficient in managing tasks.

Responsibilities

• Provide excellent customer service to clients.
• Maintain accurate records within the agency management system.
• Create basic Excel spreadsheets and Word documents.

Skills

Customer service

MS Office proficiency

Communication skills

Analytical thinking

Organizational skills

Multi-tasking

Education

College Graduate

Tools

AMS360

Job description

Overview

About Safegard, A Division of Patriot Growth Insurance Services: Safegard Group, Inc. is a regional insurance brokerage and risk management consulting agency that serves corporate, institutional, professional, and individual clients. Safegard partners with insurers, third party providers, and industry resources to offer tailored insurance programs and risk management solutions. Safegard has three primary business divisions: Commercial Lines, Personal Lines, and Employee Benefits. We are a partner agency of Patriot Growth Insurance Services.

Position Overview

The Safegard Group, Inc. is recruiting for a full-time, entry level, Commercial Lines Account Analyst. The role offers a dynamic work environment, competitive salary, and strong benefits. Salary will be commensurate with the candidate’s background and experience.

Work Arrangement

This is a full-time position working in our office located at 100 Granite Dr. Suite 200, Media, PA.

Responsibilities

• Provide excellent customer service to build and maintain positive relationships with clients.
• Maintain accurate records within the agency management system and electronic files.
• Create basic Excel spreadsheets and Word documents for clients and internal staff use.
• Process policy change requests, with timely endorsement follow-up and billing.
• Issue new and renewal Certificates of Insurance and Automobile ID Cards.
• Follow up with insurance carriers for cancellations and other payment issues.
• Assist team with renewal and new business processes from account preparation through binding.
• Manage receipt and distribution of policies.
• Communicate professionally, clearly, and concisely with clients and insurance carrier representatives.

Qualifications And Requirements

• College Graduate.
• Licensed Property & Casualty Producer (can be obtained upon hire).
• Minimum of 1 year insurance experience.
• AMS360 experience preferred but not required.
• Proficient with MS Office including Excel, Word and PowerPoint.
• Team-oriented with the ability to lead when necessary and take direction well.
• Good written and oral communication skills.
• Strong analytical and strategic thinking skills.
• Confidence in business and social settings.
• Organized, efficient, and detail oriented.
• Ability to multi-task and delegate or handle responsibilities with minimal supervision.

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 among the top brokers in the U.S. and has a large network of employees and locations. Patriot’s operating model provides resources and strategic support to its partner agencies and aims to create opportunities for its dedicated team.

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
• 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. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.