What are the responsibilities and job description for the Personal Lines Account Manager (hybrid) position at Capstone Brokerage?
About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100 offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.
Overview: We are seeking an outgoing and experienced Account Manager to join our growing Personal Lines Team! This individual will be a team player, who is compassionate with clients and has at least 5 years of progressive Personal Lines experience working within an independent insurance agency.
Primary Job Responsibilities:
- Maintain accurate records within agency management system and electronic files
- Prepare applications and coordinate quoting and account rounding
- Initiate and complete renewal process
- Review all renewal policies for accuracy and approval by the Team Leader/Producer
- Request renewal policy corrections
- Build relationships with underwriters and insureds
- Delegate tasks identified for Account Assistant and oversee the accuracy of their work
- Participation in client meetings to review/summarize day to day changes
Requirements:
- Bachelor's Degree preferred and at least 5 years of Personal Lines experience at an Independent Agency
- Excellent written and verbal communication skills.
- Valid NY P&C license
- Adaptable in a changing work environment
- Team player
- Experience with Agency Management System AMS360 preferred
Pay Range: $25- $30/ hour
- A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
WHY PATRIOT?
Patriot offers the opportunity to be a part of a fast-growing company at 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: Patriot's EEO and DEI Policy
Salary : $25 - $30