Personal Lines Account Manager (Hybrid)

PDCM Insurance Inc.; Media (Delaware County); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A rapidly growing insurance agency in Media, PA is seeking a dedicated Personal Lines Account Manager. This full-time role involves managing personal insurance accounts, ensuring client satisfaction, and maintaining thorough records. Ideal candidates will have a Pennsylvania insurance license and a strong customer service background to thrive in a dynamic environment. Join a team focused on operational excellence and personal growth opportunities.

Benefits

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Health Savings Account (HSA)

401 (k)

Paid holidays

Personalized PTO

Company paid Short-Term Disability

Qualifications

• 3+ years of industry experience preferred.
• Self-starter and self-motivated.
• Knowledge of insurance concepts and policies.

Responsibilities

• Manage a portfolio of personal insurance accounts.
• Ensure clients' insurance needs are met with exceptional service.
• Process policy changes and maintain accurate records.

Skills

Communication

Customer-centric approach

Attention to detail

Education

Active Pennsylvania Property & Casualty insurance license

Tools

AMS360

EPIC Agency Management System

Microsoft Office Suite

Job description

Careers At Patriot Growth Insurance Services and Partner Agencies

Current job opportunities are posted here as they become available.

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 dedicated and detail-oriented Personal Lines Account Manager to join our team. In this role, you will be responsible for managing a portfolio of personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met. The ideal candidate will have a strong background in personal insurance, excellent communication skills, and a customer-centric approach. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, we invite you to apply for this exciting opportunity to grow and excel in the insurance industry.

Work Arrangement: This is a full-time position that can be hybrid or remote. This position supports our office located in Media, PA.

Professional Responsibilities:

• Maintain accurate records within 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.
• Review all renewal and new business policies for accuracy and request corrections as needed.
• Billing and non-payment follow-up.
• Process policy change requests. Responsible for timely endorsement follow-up, as well as billing.
• Issue new and renewal Automobile ID Cards as needed.
• Efficiently utilize insurance carrier online systems.
• Market new and renewal business as necessary including market selection, online rating, and coverage analysis.
• Field calls regarding claims; direct clients to appropriate carrier for submitting claims and assist clients with questions regarding claims as necessary.

Qualifications and Requirements:

• 3+ years' of industry experience preferred
• Active Pennsylvania Property & Casualty insurance license
• Knowledge of AMS360 or EPIC Agency Management System preferred
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• Strategic thinker and independent worker
• Comparative and technical knowledge
• Self-starter and self-motivated
• Relationship builder
• 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.

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 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.