Personal Lines Account Manager - Patriot Growth Insurance Services

About Prospera - Bibby Brilling and Associates (BBA), a division of Patriot Growth Insurance Services: BBA Insurance has roots going back as far as 1933. We are a third-generation insurance agency with a family oriented/small business culture. We will always endeavor to be fair in all our dealings. We place our client’s best interests first, and we strive always to deliver exceptional service. The BBA Insurance family is caring by nature. We care for each other, and for those who are outside our family tree.

Position Overview: Our agency seeks a motivated and dedicated team player to join us as a Personal Lines Account Manager. The position requires a focus on the affluent (high-net-worth) market space in the Dallas region communities. In this role you will be responsible for managing a portfolio of personal lines insurance accounts through the Applied Epic agency management system, providing exceptional service and support and ensuring the continued success of our clients. The position will involve direct communications with insurance carriers, brokers, and insureds. Experience with successful coverage bindings is required.

Work Arrangement: This is a full-time position with four expected days in our Dallas TX office each week (one work from home day per week post-onboarding).

Professional Responsibilities:

• Demonstrate technical expertise in personal lines insurance to assist clients and prospects
• Manage new and renewal client business using Applied Epic agency management system
• Prepare documents for renewal terms
• Adhere to document retention and software documentation guidelines
• Serve as a point of contact with agency producers
• Stay up to date and be knowledgeable about our personal lines’ product suite
• Develop and sustain positive relationships with carriers, clients and agency personnel
• Deliver exceptional client service and always follow through on client inquiries
• Utilize carrier online rating programs as necessary
  • Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client
  • Design insurance program for clients based on tailored, individual needs.
  • Utilize agency management system to monitor pre-defined activities.
  • Identify and address any coverage gaps with the producer, the carrier, and the client.
  • Serve as agency’s subject matter expert/resource in areas mutually agreed upon

Qualifications and Requirements:

• Possess an active Property and Casualty Insurance license (state of Texas)
• 5+ years of relevant work experience in personal lines insurance for an independent agency or a large direct carrier agency.
• Experience providing personal lines insurance services to high net worth clientele
• Prior work experience with the Applied Epic agency management system
• Proficient with the use of Microsoft Office Suite tools
• Demonstrated success in providing exceptional customer service effectively
• Collaborative and works well in a team environment
• Excellent interpersonal and communication skills (both written and oral)
• Authorized to work in the U.S. without sponsorship now and in the future

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.

Why BBA and Patriot Growth Insurance Services:

We offer the opportunity to be a part of one of the fastest-growing insurance companies 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.