Small Business Account Manager (Remote)

Patriot Growth Insurance Services, LLC; Taunton (MA); Remote; USD 50,000 - 80,000; Full time

Job summary

Join a fast-growing insurance services firm as a Small Business Account Manager, where you will act as an advocate for clients navigating the complexities of commercial insurance. This remote position offers the chance to work in a collaborative environment, ensuring clients receive the best value and coverage for their needs. With a commitment to professional growth and a comprehensive benefits package, this role is ideal for those looking to make a significant impact in the insurance industry. If you are passionate about helping small businesses and thrive in a dynamic setting, this opportunity is for you.

Benefits

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Company Paid Short-Term Disability

Paid Parental Leave

Personalized PTO

401(k) Plan

Qualifications

• Minimum of 2 years of industry experience required.
• Strong verbal and written communication skills are essential.

Responsibilities

• Educate clients and troubleshoot insurance claims issues.
• Process account changes and maintain accurate documentation.

Skills

Time Management

Teamwork

Communication Skills

Insurance Knowledge

Education

State of Massachusetts Property & Casualty Insurance License

Tools

EPIC System

Job description

About FBinsure, A Division of Patriot Growth Insurance Services: FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients’ needs, allowing us to share our prosperity with our employees and our communities. FBinsure is a proud partner agency of Patriot Growth Insurance Services, LLC.

Position Overview: At FBinsure we are committed to a client-centric approach. As a Small Business Account Manager, you are more than an insurance agent to our clients. You are an advocate, insurance educator and expert communicator. As a Small Business Account Manager, you will help our clients navigate the complex and oftentimes confusing world of commercial insurance. Insurance can be a maze for small business owners who are already stretched thin, making an advocate who can effectively translate complex insurance coverage topics, recommend actionable solutions and support them at the time of a claim so critical. It will be your responsibility to work with clients to ensure they are getting the best value and coverages for their business needs and budget.

Work Arrangement This is a full time, remote position for candidates residing in MA.

Professional Responsibilities

• Educate clients, research claims issues, troubleshoot problems, prepare client applications, and collaborate with the client to ensure accuracy and submit information to insurance carriers.
• Process account changes, policy transfers, and the creation of new policies through established procedures and technical workflows.
• Maintain accurate documentation and records of client policies and activities through established processes.
• Navigate various sources of information, gather necessary data and input data into appropriate systems.
• Prepare insurance renewals and ensure the sales team has this information needed for client meetings.
• Cross-sell various products to existing clients to round out accounts.
  
  

Qualifications And Requirements

• Minimum of 2 years industry experience
• Obtainment and maintenance of State of Massachusetts Property & Casualty insurance license
• EPIC system experience preferred but not required
• Time management skills - ability to prioritize and manage your time appropriately is key to fast-paced insurance transactions and relations with business decision-makers
• Teamwork skills - working in a collaborative environment with efficient communication ensures a smooth client experience
• Strong verbal and written communication skills
  
  

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.