Commercial Lines Account Assistant - Patriot Growth Insurance Services

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: The Safegard Group, Inc. is recruiting for a full-time, entry level, Commercial Insurance Account Assistant. Safegard is a growing agency that offers a dynamic work environment for high-energy, motivated, team-oriented employees. Competitive salary and outstanding benefits are offered. Salary will be commensurate with successful candidate’s background and experience.

Work Arrangement: This is a full-time position working in our office located at 100 Granite Dr. Suite 200, Media, PA.

Professional Responsibilities:

• Provide excellent customer service to build and maintain positive relationships with clients.
• Maintain accurate records within agency management system and electronic files.
• Create basic Excel spreadsheets/Word documents for clients/internal staff use.
• Process policy change requests. Responsible for timely endorsement follow-up, as well as billing.
• Issue new and renewal Certificates of Insurance and Automobile ID Cards.
• Follow-up with insurance carriers for cancellations and other payment issues.
• Assist team with renewal/new business process from account preparation through binding.
• Manage receipt and distribution of policies.
• Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional, confident, clear, and concise.

Qualifications and Requirements:

• College Graduate.
• Licensed Property & Casualty Producer (can be obtained upon hire).
• Minimum of 1 year insurance experience.
• AMS360 experience preferred but not required.
• Proficient with MS Office including Excel, Word and PowerPoint.
• Team-oriented with ability to lead when necessary and take direction well.
• Good written and oral communication skills.
• Strong analytical and strategic thinking skills.
• Confidence in business and social settings.
• Organized, efficient, and detail oriented.
• Ability to multi-task and delegate or handle responsibilities with minimal supervision.

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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 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.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• 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)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.