Hybrid Personal Lines Account Manager

at Patriot Growth Insurance Services, LLC

• Job title: Personal Lines Account Manager
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Little Rock, United States

About the role

• Account Manager providing quality service to clients at The Cashion Company, ensuring client needs and insurance solutions are met. Facilitating recommendations, documentation, and service requests for client accounts.

Responsibilities

• Pre-qualify and analyze prospects coverage needs, recommending appropriate coverages and preparing rating quotes for producers to present to clients.
• Recommend excess and surplus lines coverages as needed and educate clients on coverage limitations, ensuring all documentation is accurately maintained.
• Complete insurance applications, obtain client signatures, submit to eligible carriers, and follow up to ensure timely and accurate policy issuance.
• Process policy renewals and conduct remarketing as necessary to ensure optimal coverage and pricing.
• Assist clients with coverage changes and service requests, providing clear communication and prompt follow-up.
• Inform clients of policy changes, exclusions, and coverage needs, explaining terms and limitations in a clear, professional manner.
• Generate correspondence, certificates, and other documentation to meet client service and proof-of-insurance needs.
• Maintain organized and accurate electronic files in accordance with agency standards.
• Manage incoming mail and respond promptly and appropriately to client and carrier requests.
• Monitor direct-bill cancellation notices and follow up with clients to help them avoid policy lapses.
• Set priorities and manage workflow to ensure efficient, accurate, and timely completion of all tasks.
• Stay current with industry trends, new products, coverages, and technology to continuously improve performance and client service.
• Maintain a thorough understanding of insurance products, coverages, and agency processes.
• Participate in continuing education courses to meet licensing and ethics requirements.
• Effectively utilize agency management systems and computer programs to support daily operations.

Requirements

• High School Diploma/GED (Required)
• Minimum 2 years of relevant experience (Preferred)
• Excellent interpersonal and communication skills (both oral and written)
• Active AR Property & Casualty insurance license (Required)
• 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
• Authorized to work in the U.S. without sponsorship.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match