Yacht Business Unit (YBU) Account Manager (Remote)

Patriot Growth Insurance Services, LLC; Jacksonville (FL); Remote; USD 55,000 - 65,000; Full time

Job summary

Join a leading insurance firm as a Yacht Business Unit Account Manager. This fully remote position focuses on managing yacht insurance accounts, ensuring exceptional service, and providing clients with tailored insurance solutions. Ideal candidates have extensive experience in insurance account management, especially in yacht coverage.

Benefits

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

401(k) plan

Paid holidays

Flexible PTO

Qualifications

• 3+ years in insurance account management; knowledge of yacht insurance required.
• Deep understanding of yacht, P&I, hull, and excess liability coverage.
• Ability to communicate complex coverage to clients.

Responsibilities

• Manage end-to-end account management, including renewals and policy modifications.
• Serve as primary contact for yacht clients, advocating through claims process.
• Identify cross-selling opportunities to expand client coverage.

Skills

Communication Skills

Client-Facing Expertise

Organizational Skills

Education

Not specified, but relevant certifications preferred

Tools

Agency Management Systems (Applied Epic preferred)

CRM tools

Microsoft Office Suite

Job description

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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 24th largest broker in the U.S. as of December 2024.

Position Overview: We are seeking an experienced Yacht Insurance Account Manager to join our Yacht Business Unit (YBU). In this role you will act as the primary point of contact for Yacht clients and be responsible for end-to-end account management, including renewals, quoting, policy modifications, claims coordination, and cross-selling. A strong understanding of yacht underwriting guidelines, and personal lines risk exposure is essential. If you thrive in a fast-paced, service-oriented environment and are fluent in the nuances of marine insurance, we want to hear from you.

Work location arrangement: This is a full-time, fully remote position that supports clients of SIG’s Yacht Business Unit throughout Miami and Fort Lauderdale, Florida.

Professional Responsibilities:

• Client Relationship Management – Serve as a trusted advisor to clients, ensuring responsive, professional service tailored to their lifestyle and risk profile.
• Policy Lifecycle Management – Manage quoting, endorsements, renewals, and policy delivery with precision and speed.
• Carrier & MGA Collaboration – Work closely with underwriters, MGAs, and specialty markets to structure coverage that fits non-standard and high-value risks.
• Claims Advocacy – Guide clients through the claims process, acting as their advocate and escalation point for complex or sensitive cases.
• Yacht Risk Assessment – Analyze client needs, vessel usage, navigation limits, crew exposures, and dockage to recommend appropriate insurance solutions.
• Cross-Selling & Retention – Identify opportunities to expand client coverage portfolios (e.g., secondary residences, businesses, luxury autos, jewelry, umbrella).
• Market Intelligence – Stay current on carrier shifts and emerging coverage trends (like cyber or crew liability), and regional regulations affecting yacht clients.
• Operational Excellence – Maintain accurate records adhering to compliance standards, and meeting client SLAs.

Qualifications and Requirements:

• Experience – 3+ years of experience in insurance account management, or customer service, including at least 1 year working directly with yacht insurance coverage.
• Coverage Knowledge – Deep understanding of yacht, P&I, hull, and excess liability coverage. Familiarity with marina, crew, and international exposure a plus.
• Technical Proficiency – Proficient in agency management systems (Applied Epic preferred), CRM tools, and Microsoft Office Suite.
• Client-Facing Expertise – Proven track record of delivering white-glove service to high-net-worth clients and their extended professional networks, including legal counsel, family offices, business managers, and yacht captains.
• Communication Skills – Excellent interpersonal communication skills, including comfort explaining complex coverage to non-experts.
• Organizational Skills – Strong attention to detail and ability to manage renewals and tasks across a fast-paced book of business.
• U.S. Work Authorization – Must be authorized to work in the U.S. without current or future sponsorship.

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)

Pay Range: $55,000-$65,000 per year depending on 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 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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