Commercial Lines Account Manager

Patriot Growth Insurance Services, LLC; Media (Delaware County); On-site; USD 65,000 - 75,000; Full time

Job summary

Join a dynamic team as a Commercial Insurance Account Manager at an innovative insurance brokerage. This role offers the opportunity to manage a diverse portfolio of commercial insurance accounts, ensuring exceptional service and support to clients. With a focus on teamwork and collaboration, you will thrive in a fast-paced environment, utilizing your expertise to build lasting relationships. This forward-thinking company is dedicated to operational excellence and offers a comprehensive benefits package, making it an ideal place for professionals passionate about the insurance industry.

Benefits

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Company paid Short-Term Disability

Company paid Long-Term Disability

Paid Parental Leave

Personalized PTO

401(k)

Qualifications

• 5+ years of experience in commercial insurance.
• Active Property & Casualty insurance license required.

Responsibilities

• Manage a portfolio of commercial insurance accounts.
• Provide excellent customer service to clients.

Skills

Commercial Insurance Knowledge

Customer Service

Communication Skills

Microsoft Office Suite

AMS360 Agency Management System

Education

College Graduate

Tools

AMS360

Microsoft Office

Job description

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About Safegard, A Division of Patriot Growth Insurance Services: The Safegard Group, Inc. is a regional insurance brokerage and risk management consulting agency that services corporate, institutional, professional, and individual clients. We take a partnership approach to providing custom designed insurance programs and risk management solutions. Safegard is dedicated to superior service that is often not evident in the brokerage community. We have experienced outstanding growth since our 1994 inception, and we continue to selectively solicit accounts that value our technical and service capabilities. By utilizing our long-term relationships with insurers, third party providers, and key industry resources, we are able to provide comprehensive solutions and services to our clients. Safegard has three primary business divisions: Commercial Lines, Personal Lines, and Employee Benefits. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: We are seeking a motivated and dedicated team player to join our dynamic work environment as a Commercial Insurance Account Manager. In this role, you will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional service and support to our valued clients. If you thrive in a challenging and fast-paced environment, possess the requisite skills and qualifications, and are passionate about delivering exceptional client service, we invite you to join our team as a Commercial Insurance Account Manager. Together, we will make a positive impact and ensure the continued success of our clients' businesses.

Work Arrangement: This is a full-time position working in our office located in Media, PA.

Professional Responsibilities

• Maintain accurate records within the agency management system and electronic files.
• Provide excellent customer service to build and maintain positive relationships with Safegard's clients.
• Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional, confident, clear, and concise.
• Prepare and maintain client-facing presentation documents.
• Participate in and/or lead in-person and virtual client and carrier meetings as needed.
• Review all renewal and new business policies for accuracy and request corrections as needed.
• Billing, premium financing, and non-payment processing and follow-up.
• Process policy change requests and audits. Responsible for timely endorsement follow-up, as well as billing.
• Oversee issuance of new and renewal Certificates of Insurance and Automobile ID Cards as needed.
• Efficiently utilize insurance carrier online systems.
• Market new and renewal business as necessary, including market selection, online rating, submissions and coverage analysis.
• Field calls regarding claims; direct clients to the appropriate carrier for submitting claims and assist clients with questions regarding claims as necessary.
• Delegate tasks to Account Analyst staff members per agency guidelines and oversee accuracy of work.
• Assist in development and training of Account Analyst staff.
  
  

Qualifications And Requirements

• College graduate
• Active Property & Casualty insurance license (can be obtained upon hire)
• Knowledge of AMS360 Agency Management System a plus but not required
• 5+ years demonstrated knowledge and experience in the field of commercial insurance, including a solid understanding of various coverage types, policy structures, and industry-specific requirements.
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship
  
  

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 2,000 employees operating in over 160 locations across 47 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.

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.

Benefits

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

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Information Technology

• Industries

  Insurance

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