Personal Lines Account Manager

Patriot Growth Insurance Services; Bohemia (NY); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical plans

Virtual healthcare

Disability coverage

Parental leave

Flexible PTO

401(k) match

EAP

Job summary

Patriot Growth Insurance Services in Bohemia, NY is seeking a Personal Lines Account Manager to deliver exceptional client service and manage day-to-day account servicing. You will coordinate with carriers, producers, and internal teams to support policy changes, renewals, and new business while ensuring accuracy and compliance.

The role is hybrid and full-time, requiring an active NY Property & Casualty license and 3+ years of Personal Lines experience.

Qualifications

• Active New York Property & Casualty Insurance License.
• 3+ years of experience managing Personal Lines insurance accounts.
• Experience supporting policy servicing, renewals, endorsements, quoting, or claims activities within a Personal Lines environment.
• Proficiency with agency management systems, carrier portals, and Microsoft Office Suite.

Responsibilities

• Serve as a primary point of contact for personal lines clients, delivering timely, professional support by phone, email, and in person.
• Process policy changes, endorsements, renewals, and new business transactions accurately while adhering to carrier guidelines.
• Support clients through the claims process by facilitating submissions, providing updates, and coordinating with carriers and adjusters.
• Maintain complete and accurate account documentation within the agency management system to ensure strong service and compliance standards.
• Communicate proactively regarding coverage updates, billing questions, policy changes, and service requests to enhance the client experience.
• Collaborate with producers, carriers, underwriting teams, and internal colleagues to resolve issues and deliver effective solutions.

Skills

Client focus

Organization

Communication

Multitasking

Relationship building

Adaptability

Education

High school diploma or equivalent

Associate's degree

Bachelor's degree

Tools

Agency management systems

Carrier portals

Microsoft Office Suite

Job description

Executive Insurance & Financial Services | Bohemia, NY | Hybrid | Full-Time

Why This Role Matters

As a Personal Lines Account Manager, you'll play a key role in delivering exceptional service and support to clients while helping protect what matters most to them. In this position, you will manage day-to-day account servicing, coordinate with carriers and internal teams, and serve as a trusted resource for clients navigating their insurance needs.

You’ll work closely with producers, carriers, and fellow account managers to ensure a seamless client experience throughout the policy lifecycle. Your responsiveness, attention to detail, and commitment to client satisfaction will directly support retention, strengthen relationships, and contribute to the continued success of the agency.

How You'll Make an Impact

• Serve as a primary point of contact for personal lines clients, delivering timely, professional support by phone, email, and in person.
• Process policy changes, endorsements, renewals, and new business transactions accurately while adhering to carrier guidelines.
• Support clients through the claims process by facilitating submissions, providing updates, and coordinating with carriers and adjusters.
• Maintain complete and accurate account documentation within the agency management system to ensure strong service and compliance standards.
• Communicate proactively regarding coverage updates, billing questions, policy changes, and service requests to enhance the client experience.
• Collaborate with producers, carriers, underwriting teams, and internal colleagues to resolve issues and deliver effective solutions.

Who You Are

• Client-focused and committed to delivering a high-quality service experience.
• Organized and able to manage multiple priorities while maintaining accuracy and attention to detail.
• A strong communicator who builds trust through clear, professional interactions.
• Responsive and proactive in addressing client questions and service needs.
• Collaborative and comfortable working with carriers, producers, and cross-functional team members.
• Adaptable in a fast-paced environment where priorities can shift throughout the day.
• Dedicated to continuous learning and staying current on insurance products, carrier guidelines, and industry trends.

What You Bring

Day One:

• Active New York Property & Casualty Insurance License.
• 3+ years of experience managing Personal Lines insurance accounts.
• High school diploma or equivalent.
• Experience supporting policy servicing, renewals, endorsements, quoting, or claims activities within a Personal Lines environment.
• Proficiency with agency management systems, carrier portals, and Microsoft Office Suite.
• Strong interpersonal, written, and verbal communication skills.
• Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced setting.
• Demonstrated ability to develop and maintain strong relationships with clients, carriers, and internal team members.

Valuable Additions:

• Associate's or Bachelor's degree.
• Applied Epic experience.
• Previous experience supporting a high-volume personal lines book of business.
• Knowledge of personal lines coverage trends, carrier markets, and industry best practices.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you’re working or not, life doesn’t stop. Neither should your benefits.

Highlights Include:

• 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
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

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.

Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range

$75,000 - $80,000 USD