Personal Lines Service Admin (Remote)

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 Property and Casualty lines of insurance for both Commercial and Personal Clients. Shapiro Insurance Group is backed by Patriot Growth Insurance Services, a top 50 privately held insurance agency with 80 offices and more than 968 professionals located throughout the country.

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 remote position for candidates that live in Florida that supports our office located in Cape Coral, FL.

Professional Responsibilities:

• Issue Certificates of Insurance within one business day of the request.
• Answer and direct incoming phone calls to the appropriate team member.
• Manage and process incoming emails, ensuring timely and accurate responses.
• Maintain and update the Agency Management System by correcting and updating client account information.
• Process client payments and manage billing accounts.
• Track and processed returned mail for clients.
• Follow up on mortgage/lienholder changes and policy reinstatements.
• Handle policy cancellations, updating descriptions and reasons for cancellations.
• Assign policy renewal quotes and renewals to Account Managers, as necessary.
• Manage the team workflow spreadsheet to ensure tasks are equitably assigned and workload is balanced among team members.
• Process and follow up on underwriting memos from carriers.
• Assist in the creation and coordinator of proposals and renewals for Producers.
• Attend weekly and monthly team huddles 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:

• 1 year of experience in an administrative support function.
• High School Diploma/GED
• Experience working in Florida Property and Casualty Insurance, preferably in a Personal Lines Department.
• Associate Degree in Business Administration or a related field preferred.
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

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 visio