Personal Lines Account Manager (Hybrid)

About Safegard, A Division of Patriot Growth Insurance Services: The Safegard Group, Inc. is a regional insurance brokerage and risk management consulting agency that services corporate, institutional, professional, and individual clients. We take a partnership approach to providing custom designed insurance programs and risk management solutions. Safegard is dedicated to superior service that is often not evident in the brokerage community. We have experienced outstanding growth since our 1994 inception, and we continue to selectively solicit accounts that value our technical and service capabilities. By utilizing our long-term relationships with insurers, third party providers, and key industry resources, we are able to provide comprehensive solutions and services to our clients. Safegard has three primary business divisions: Commercial Lines, Personal Lines, and Employee Benefits. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: We are seeking a dedicated and detail-oriented Personal Lines Account Manager to join our experienced team of professionals who emphasize collaboration, responsiveness and client advocacy. In this role, you will be responsible for delivering exceptional service and customized insurance solutions that address the complex and unique needs of affluent clients.

The ideal candidate will bring a strong background in personal insurance, with demonstrated experience serving high net worth clientele. Superior communication skills, discretion, and a client-first mindset are essential, along with the ability to thrive in a fast-paced, service-driven environment.

If you are passionate about delivering white-glove service, building trusted relationships, and navigating the intricacies of high-value personal lines coverage, we invite you to apply for this exciting opportunity to grow and excel in the insurance industry.

Work Arrangement: This is a full-time position that can be hybrid or remote. This position supports our office located in Media, PA.

Professional Responsibilities:

• Maintain accurate records within agency management system and electronic files.
• Understanding of risk management strategies for luxury properties, collectibles and other high-value assets.
• Strong consultative skills, including the ability to build trust, uncover client priorities, and recommend appropriate coverage strategies.
• Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional, confident, clear and concise.
• Prepare and maintain client-facing presentation documents.
• Review all renewal and new business policies for accuracy and request corrections as needed.
• Billing and non-payment follow-up.
• Process policy change requests. Responsible for timely endorsement follow-up, as well as billing.
• Issue new and renewal Automobile ID Cards as needed.
• Efficiently utilize insurance carrier online systems.
• Market new and renewal business as necessary including market selection, online rating, and coverage analysis.
• Field calls regarding claims; direct clients to appropriate carrier for submitting claims and assist clients with questions regarding claims as necess