Personal Lines Account Manager

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 detail-oriented Personal Lines Account Manager to join our team. The Personal Lines Account Manager will be responsible for managing a portfolio of personal insurance accounts, ensuring client satisfaction, and identifying opportunities to expand business within existing accounts.

If you are a driven individual with a passion for providing excellent customer service and have a background in the insurance industry, we encourage you to apply for the Personal Lines Account Manager position.

Work Arrangement: This is a full-time position working in our office located in Ennis, TX.

Professional Responsibilities:

• Develop and maintain positive relationships with clients to ensure their insurance needs are met.
• Review and analyze insurance policies to provide appropriate recommendations to clients.
• Quote policies and identify optimal carrier and coverage.
• Process policy changes, renewals, and cancellations accurately and in a timely manner.
• Handle policy rewrites as needed including collecting payment information, binding the policy and collecting all necessary documents/signatures.
• Collaborate with the sales team to identify cross-selling and upselling opportunities.
• Stay up-to-date on industry trends and changes in insurance policies.

Qualifications and Requirements:

• Bachelor's degree in Business Administration, Finance, or related field preferred.
• Proven experience in the insurance industry, particularly in personal lines.
• Active Property & Casualty License
• Applied Epic experience preferred.
• Strong understanding of insurance policies and regulations.
• 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