Personal Lines Account Manager (Hybrid)
Patriot Growth Insurance ServicesAbout the role
About Promark, A Division of Patriot Growth Insurance Services: At Promark Partners we understand the important role insurance plays in providing clients, and their businesses, with financial security and peace of mind. Our state-of-the-art agency management program, dedicated staff, and absolute commitment to maintaining the highest level of integrity, professionalism and unparalleled customer service assures our clients they are always our priority. Promark Partners Insurance (PPI) Services began in 1977 as an association of three insurance agencies with over 45 years of combined experience, and the desire to pool their knowledge and expertise to build one agency dedicated to serving all the needs of their clients. Today this remains the focus of the agency with a highly skilled staff capable of providing personal, commercial, and professional insurance along with a full range of financial services and risk management.
Position Overview: We are seeking an experienced and detail-oriented Personal Lines Account Manager to support new business marketing and placement for personal insurance accounts. This role is responsible for gathering client information, completing applications, obtaining carrier quotes, preparing proposals, and supporting Producers with new business opportunities. The ideal candidate has strong personal lines marketing experience, excellent organizational skills, and the ability to build effective relationships with carrier underwriters and internal teams. This position plays a key role in supporting new business growth, competitive placement, and a high-quality client experience.
Work Arrangement: This is a full-time hybrid position reporting to our office located in Williamsville, NY.
Professional Responsibilities:
- Identify and evaluate new business opportunities for Producers by obtaining, reviewing, and analyzing carrier quotations and responses.
- Gather required client data, complete applications, and submit new business opportunities to insurance carriers for marketing.
- Prepare applications, supplemental documents, proposals, and presentation materials for prospective clients.
- Utilize carrier online rating systems to generate quotes and support new business placement.
- Analyze pricing, coverage options, carrier terms, and proposal details to help identify competitive solutions.
- Negotiate pricing and coverage options with carrier underwriters to support agency growth and client needs.
- Assist Commercial Lines Account Managers with remarketing renewal business, reviewing quotes, and supporting placement strategy as needed.
- Create proposals and client-facing materials in accordance with established agency procedures.
- Maintain accurate internal client, carrier, submission, and marketing data within agency systems.
- Build and maintain strong working relationships with carrier underwriters, Producers, Account Managers, and internal team members.
Qualifications and Requirements:
- Minimum of 2 years of personal lines carrier marketing experience required.
- Minimum of 4 years of insurance industry experience required.
- Strong knowledge of personal
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