Personal Lines Assistant, Service Unit (Hybrid)

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: We are seeking a Personal Lines Assistant to support Account Managers in servicing and growing a personal lines book of business. This role focuses on policy processing, client support, and assisting with new business and renewals to ensure a seamless client experience. The ideal candidate is detail-oriented, organized, and eager to grow within the insurance industry.

Work Arrangement: This is a full-time, hybrid position working from one of our Long Island, NY offices.

Professional Responsibilities:

• Support Account Managers with day-to-day servicing of personal lines accounts, including policy changes, renewals, and documentation.
• Process new business submissions, endorsements, cancellations, and reinstatements in accordance with agency workflows and carrier requirements.
• Assist with quoting, remarketing, and preparing applications and proposals for new and existing clients.
• Maintain accurate and up-to-date client records within the agency management system (EPIC), ensuring compliance with documentation standards.
• Serve as a point of contact for client, carrier, and third-party requests, including certificates of insurance and evidence of coverage.
• Track and follow up on outstanding items using suspense systems and internal reporting tools.
• Assist with claims reporting and follow up with clients, carriers, and Account Managers to ensure timely resolution.
• Identify opportunities for additional coverage or referrals and escalate to Account Managers as appropriate.

Qualifications and Requirements:

• 1+ years of experience in customer service or account support, preferably within the insurance industry.
• High School Diploma or GED required; Associate or Bachelor’s degree in Business or a related field preferred.
• Property & Casualty insurance license preferred or willingness to obtain.
• Familiarity with personal lines insurance products and policy servicing processes preferred.
• Proficiency with agency management systems (e.g., Applied EPIC), CRM platforms, and Microsoft Office Suite.
• Strong organizational and time management skills with the ability to handle multiple priorities.
• Excellen