Personal Lines Account Manager
Patriot Growth Insurance ServicesAbout the role
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 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: Our agency is seeking a dedicated and detail-oriented insurance professional with a strong background in personal insurance and exceptional customer service skills, 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, ensuring their insurance needs are met. This will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, then we want to speak with you!
Work Arrangement: This is a full-time, in office position that supports our clients’ activities in our Jacksonville, Florida office.
Professional Responsibilities:
- Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
- Review current clients’ existing account activities while seeking available discounts and making impactful coverage recommendations
- Review and evaluate current coverage limits to ensure client is properly insured
- Provide re-quote and remarket services to clients for all personal lines insurance products as needed or requested by the client
- Provide sales support to our Sales Agents and help other members of your team as needed
Qualifications and Requirements:
- A High school diploma or its equivalent is required
- 2+ years of relevant work experience in insurance sales
- Experience in Property & Casualty (P&C) Insurance sales focused on the Personal Lines market and other specialty lines
- An active 2044 or 220 Florida Insurance license
- Working knowledge of AMS360 or other relevant agency management systems
- Proficient in use of Microsoft Outlook Suite tools, including Excel
- Excellent interpersonal and communication skills (bother oral and written)
- Strong organizational skills and works well in a collaborative environment
- Ability to self-manage workload and meet deadlines independently
- Bilingual (Spanish and English) is beneficial but not r
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