Personal Lines Internal Sales and Retention Specialist

About Patriot: 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 2023 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations 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.

About Dynamic, A Division of Patriot Growth Insurance Services: Dynamic Insurance Agency is a locally managed location of Patriot Growth Insurance Services, a top 50 privately held National Insurance Agency. Located in Punta Gorda Florida we specialize in Property and Casualty insurance for both personal and commercial lines clients. We continue the same mission today as when we started in 2003 with the additional resources and backing of a national firm.

Overview: Join our team as a Personal Lines Internal Sales and Retention Specialist and play a crucial role in driving growth and client satisfaction within Shapiro’s Personal Lines Department. In this dynamic position, you will, retain and nurture existing client relationships, cross-sell additional policies to meet client needs, and ensure exceptional customer satisfaction. Your efforts will enhance client loyalty and significantly contribute to the Agency’s revenue growth. If you are passionate about building strong client connections and excelling in a sales-driven environment, we want to hear from you!

Work location: This is a full-time position reporting to our office in Punta Gorda, FL.

Primary Job Responsibilities:

• Maintain and strengthen relationships with existing clients to ensure high levels of client satisfaction and retention.
• Address client inquiries and concerns promptly and effectively.
• Cross-sell additional personal lines insurance policies to existing clients.
• Generate new business through internal marketing efforts and lead generation strategies.
• Manage and execute the remarketing process for renewals to ensure clients receive the best coverage options.
• Monitor and manage the new business internal personal lines sales queue.
• Handle endorsements, follow-ups, and other service-related tasks efficiently. Ensure accurate processing of policy changes and endorsements.
• Collaborate on internal agency marketing efforts to generate new leads.
• Utilize marketing tools and strategies to attract potential clients.
• Participate in team huddles and weekly Tips & Tricks sessions to share knowledge and strategies.
• Engage in continuous learning through continuing education classes and stay updated on carrier changes in guidelines and quoting procedures.

Requirements:

• 3 to 5 years of experience in a customer support