Personal Lines Account Manager (Hybrid) - Patriot Growth Insurance Services

About D&G Sayles Insurance Services, A Division of Patriot Growth Insurance Services: David G. Sayles Insurance Services is an independent insurance agency partnering with a several top-tier and financially strong national and regional companies. This allows us to work on behalf of our clients to negotiate quality, comprehensive insurance coverage at competitive rates. We work with leading national and regional companies, which enables us to provide the best solutions for our clients. Our portfolio of products for both personal and business insurance is extensive, providing the protection needed in the event of property loss and liability claims.

Position Overview: We are seeking a dedicated and detail-oriented Personal Lines Account Manager to join our team. In this role, you will be responsible for managing a portfolio of personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met. Your primary duties will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. The ideal candidate will have a strong background in personal insurance, excellent communication skills, and a customer-centric approach. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, we invite you to apply for this exciting opportunity to grow and excel in the insurance industry.

Work Arrangement: This is a full-time, hybrid position reporting to our office located at Glen Rock, NJ. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:

• Provide prompt, accurate, and courteous service to clients, producers, and company personnel
• Review existing accounts for discounts and coverage recommendations
• Troubleshoot and resolve product issues and concerns
• Document and update customer records based on recent interactions
• Develop and maintain a knowledge base of evolving products and services
• Re-evaluate coverage limits to ensure customer is properly insured
• Requote/Remarket clients for all personal lines insurance products as needed and/or requested by the client
• Support sales team and new producers as needed
• Support all team projects and priorities as determined by management

Qualifications and Requirements:

• 2-3 years of experience in Personal Lines Property and Casualty Insurance
• Fluency in Spanish a plus
• High school diploma or equivalent; College degree preferred
• Ability to learn new systems quickly, experience with EPIC 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
• Excellent interpersonal and communication skills (both oral and written)
• 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

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 continual learning and enhanced career opportunities for our dedicated, 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.