Commercial Lines Account Executive (Hybrid) - 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: We are recruiting for a full time Commercial Insurance Account Executive/Manager. Safegard is a growing agency that offers a dynamic work environment for motivating, 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, hybrid position reporting to our office located in Media, PA. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:

• Maintain accurate records within agency management system and electronic files
• Initiate the renewal process
• Prepare ACORD applications and coordinate submissions, including loss runs, description of operations, loss summary
• Complete renewal process including notifying markets, binding coverage, obtaining signed renewal documents, etc.
• Prepare and maintain client facing presentation documents
• Review all renewal policies for accuracy and approval by the Team Leader/Producer
• Request renewal policy corrections
• Issue detailed certificates of insurance, including review of contractual insurance provisions
• Billing, premium financing and non-payment follow-up
• Build relationships with underwriters and secondary insured contacts
• Delegate tasks identified for Account Assistants to the appropriate individual and oversees the accuracy of their work
• Participation in client meetings to review/summarize day-to-day changes
• Review contracts/leases for impacts on insurance

Qualifications and Requirements:

• College Graduate or commensurate experience
• P & C License required
• Proficient in Microsoft Outlook, Word, Excel and PowerPoint
• Ability to learn new systems quickly, experience with AMS360 a plus
• Strong organizational skills, including daily prioritizing and logical thinking
• Able to manage multiple projects simultaneously and successfully while expediting issues
• Ability to work in deadline-oriented environment
• Able to work with others in teams

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.