Personal Lines Account Manager

About Legacy Insurance Solutions, A Division of Patriot Growth Insurance Services: Legacy Insurance Solutions (Legacy) was founded on the principle of providing our clients with the most effective insurance products and solutions for their needs, while giving them the highest level of customer service. With well over 50 years of combined experience in the insurance industry, our professionals continue to build upon our family’s legacy, which is to truly put our clients�� interests at the forefront. The unique experiences of owning and operating an independent agency for decades, as well as partnering with a larger publicly traded broker, allows us to provide tremendous value to the client. By combining the attention and feel of a boutique agency with the resources and knowledge of a larger firm, our agents are able to offer the appropriate risk transfer guidance needed to make the insurance process easier.

Position Overview: We are seeking a service-oriented insurance professional to join our team as a Personal Lines Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts, handling renewals, processing policy changes, and delivering high-touch support to clients. You will play a vital role in ensuring client satisfaction, policy accuracy, and long-term retention.

Work Arrangement: This is a full-time, in office position that supports our clients' insurance activities in our offices located in either Tallahassee, or Palm Beach Gardens, Florida.

Professional Responsibilities:

• Client Servicing – Manage personal lines accounts by responding to service requests, resolving inquiries, and addressing client needs.
• Renewal Management – Review coverage limits, initiate re-quotes or remarkets, and execute timely policy renewals.
• Policy Processing – Handle endorsements, update client records, and ensure accuracy in all transactions.
• Coverage Reviews – Identify and recommend policy adjustments to ensure clients are appropriately insured.
• Carrier Coordination – Submit applications and communicate with underwriters on client placements and renewals.
• Cross-Selling – Identify and recommend additional lines of coverage aligned with client needs.
• Sales Support – Provide administrative and customer support to Producers and Sales Agents as needed.
• Client Relationships- Maintain strong working relationships with clients and internal team members to foster retention and satisfaction.

Qualifications and Requirements:

• Licensing – Active Florida 2-20 or 20-44 insurance license required.
• Experience – 2+ years of experience servicing Personal Lines insurance accounts; agency or brokerage experience preferred.
• Systems – Familiarity with AMS360 or comparable agency management systems.
• Technology – Proficiency in Microsoft Outlook and Excel for communication and documentation.
• Education – High school diploma or equivalent required.
• Communication – Excellent verbal and written communication skills.
• Organization – Strong ability to manage competing deadlines and maintain attention to detail.
• Teamwork – Proven ability to work collaboratively within a team environment.
• Bilingual – Spanish fluency is a plus, but not required.

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 2,100 employees operating in over 160 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.

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