Personal Lines Account Manager | Hybrid Client Partner

Patriot Growth Insurance Services, LLC; Waterford (CT); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical plan options

Virtual medical and mental healthcare

Disability coverage (short & long-term

Paid parental leave

Personalized PTO

401(k) with company match

Employee Assistance Program

Job summary

Patriot Growth Insurance Services is seeking a Personal Lines Account Manager in a hybrid setting across Cheshire, Enfield, Kingston, or Waterford. The role focuses on managing a book of personal lines, servicing clients, and coordinating with carriers and internal teams to ensure seamless coverage and renewals.

The position requires a Property & Casualty license, 2–4 years of experience, and strong communication and organizational skills.

Qualifications

• 2 to 4 years of experience in personal lines account management.
• Active Property & Casualty insurance license.
• Strong knowledge of personal lines insurance products, coverages, policy servicing, and carrier procedures.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with a client-focused and professional approach.
• Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving abilities with a solutions-driven mindset.
• Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and Teams.
• Ability to build and maintain productive relationships with clients, carrier partners, and internal team members.

Responsibilities

• Manage and service a book of personal lines accounts, ensuring clients receive timely, accurate, and professional support.
• Market new and renewal business to secure competitive coverage solutions that align with client needs and risk profiles.
• Respond to client inquiries regarding coverage, premiums, endorsements, policy changes, and account activity.
• Coordinate with carriers, adjusters, and clients to facilitate claims communication and support a positive claims experience.
• Review policies, endorsements, certificates, and related documents for accuracy and alignment with client expectations.
• Maintain detailed account documentation and collaborate with internal team members to support client retention and satisfaction.

Skills

Client service

Communication

Detail orientation

Multi-tasking

Interpersonal skills

Teamwork

Problem solving

Microsoft Office

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

Patriot Growth Insurance Services is seeking a Personal Lines Account Manager in a hybrid setting across Cheshire, Enfield, Kingston, or Waterford. The role focuses on managing a book of personal lines, servicing clients, and coordinating with carriers and internal teams to ensure seamless coverage and renewals.

The position requires a Property & Casualty license, 2–4 years of experience, and strong communication and organizational skills.