Personal Lines Account Manager (Remote)

PDCM Insurance Inc.; Jacksonville (FL); Remote; USD 45,000 - 55,000; Full time

Job summary

Join a fast-growing insurance brokerage as a Personal Lines Account Manager, responsible for managing personal insurance accounts and delivering exceptional customer service. This fully remote role offers a collaborative environment and competitive benefits, including medical and retirement plans.

Benefits

Medical Benefits

Dental Benefits

Vision Benefits

Flexible Spending Account

401(k)

Paid Holidays

Personalized PTO

Qualifications

• 2+ years of relevant work experience in insurance sales.
• Active Florida Insurance license required.
• Experience in Property & Casualty Insurance sales.

Responsibilities

• Manage a portfolio of personal insurance accounts.
• Handle policy renewals and client inquiries.
• Provide sales support to Sales Agents.

Skills

Customer Service

Communication

Organizational Skills

Problem-Solving

Bilingual

Education

High School Diploma

Tools

AMS360

Microsoft Outlook

Job description

About Shapiro Insurance Group, A Division of Patriot Growth Insurance Services: Shapiro Insurance Group (SIG) is a professional insurance brokerage firm with offices located throughout the state of Florida. We specialize in the Property and Casualty lines of insurance coverage for both Commercial and Personal clients. Shapiro Insurance Group is a partner agency of Patriot Growth Insurance Services, a privately held national insurance services broker ranked 24 th largest broker in the U.S. as of December 2024.

Position Overview : Our agency is seeking a dedicated and detail-oriented insurance professional with a strong background in personal insurance and exceptional customer service skills, to join our team as a Personal Lines Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts, ensuring their insurance needs are met. This will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, then we want to speak with you!

Work Arrangement: This is a full-time, fully remote position that supports our clients’ activities in our Jacksonville, Florida office.

Professional Responsibilities:

• Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
• Review current clients’ existing account activities while seeking available discounts and making impactful coverage recommendations
• Review and evaluate current coverage limits to ensure client is properly insured
• Provide re-quote and remarket services to clients for all personal lines insurance products as needed or requested by the client
• Provide sales support to our Sales Agents and help other members of your team as needed

Qualifications and Requirements:

• A High school diploma or its equivalent is required
• 2+ years of relevant work experience in insurance sales
• Experience in Property & Casualty (P&C) Insurance sales focused on the Personal Lines market and other specialty lines
• An active 2044 or 220 Florida Insurance license
• Working knowledge of AMS360 or other relevant agency management systems
• Proficient in use of Microsoft Outlook Suite tools, including Excel
• Excellent interpersonal and communication skills (bother oral and written)
• Strong organizational skills and works well in a collaborative environment
• Ability to self-manage workload and meet deadlines independently
• Bilingual (Spanish and English) is beneficial but not required
• Authorized to work in the U.S. without sponsorship now and in the future

Additional Work Requirements for Remote workers:

• Dedicated Workspace : Maintain a quiet and organized area to focus on work tasks
• Reliable and Stable Internet Connection : Ensure a minimum speed and reliability to support video calls and online work. Must have the capability for a wired internet connection
• Communication Tools : Proficiency with video conferencing platforms (e.g., Zoom, Microsoft Teams) and collaboration tools (e.g., Slack, Google Workspace)
• Strong Problem-Solving Abilities : Resourcefulness in resolving technical or work-related challenges remotely
• Availability During Core Hours : Be accessible during specified work hours or overlapping time zones for team collaboration
• Data Security Awareness : Adherence to company policies for data protection and secure handling of sensitive information

About Patriot Growth Insurance Services : Founded in 2019, Patriot Growth Insurance Services (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 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and across 48 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.

Why join us : We offer you the opportunity to be a part of one of the fastest-growing insurance companies 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)

Salary Range : $45,000 - $55,000 depending on the candidate’s experience.

A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers 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.

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 its 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 .