Personal Lines Service Admin (Hybrid)

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 currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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.

Position Overview: The Personal Lines Service Admin is designed to streamline operations, optimize communication channels, and provide essential support to the Personal Lines Team. This position involves maintaining and updating the Agency Management System, managing client interactions, processing various administrative tasks, and ensuring timely and accurate service delivery.

Work Arrangement: This is a full-time, hybrid position that supports our office in Pinellas Park, FL.

Professional Responsibilities:

• Issue Certificates of Insurance within one business day of the request.
• Process mortgage/lienholder changes and policy reinstatements.
• Answer incoming phone calls to assist with client inquiries.
• Manage and process incoming emails, ensuring timely and accurate responses.
• Maintain and update the Agency Management System by correcting and updating client account information and documenting actions taken.
• Process client payments and manage billing accounts, including payment orders to lenders.
• Track and process returned mail for clients.
• Handle policy cancellations, endorsements, reinstatements, and AORs, updating reasons in Agency Management System.
• Assign policy remarkets to Account Managers, as necessary.
• Process and follow up on underwriting memos from carriers.
• Assist in the coordination of cross-sale opportunities for Producers.
• Attend team meetings to discuss workflow, updates, and team objectives.
• Provide backup support for team members during absences.
• Occasionally assist with the training of new hires in the same role.
• When assigned, assist the Team Lead, Supervisor, or Management Team with other projects and tasks.

Qualifications and Requirements:

• 440 license or 2044/220 if remote with 3 years continuous PL agency experience
• Prior experience in an administrative support function.