Commercial Lines Account Manager (Hybrid)

About Patriot: 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 26th 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 1,800 employees operating in 135 locations across 27 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.

About FBInsure: FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients’ needs, allowing us to share our prosperity with our employees and our communities. Fbinsure is a proud partner agency of Patriot Growth Insurance Services.

Overview: The Commercial Lines Middle/Large Market Account Manager oversees client relationships and is responsible for successfully managing and renewing a segment of client business. The Account Manager establishes a strong rapport with clients and seeks to identify and present the best products and services to meet their needs and objectives.

Primary Job Responsibilities

• Provide excellent service to clients by proactively servicing accounts and addressing client concerns in a pleasant and professional manner.
• Pre-qualify new business per agency guidelines.
• Prepare and review registry transactions.
• Process new business, endorsements, and cancellations according to guidelines
• Inform and educate clients about coverage, exclusions, and exposures, while documenting electronic files accordingly.
• Provide technical support to Producers (i.e., coverage, renewal proposals, suspense items, etc.) to meet client’s needs.
• Complete the application submission process by preparing proposals and applications, submitting them to insureds and carriers, obtaining clients signatures on all applications, and following-up to ensure timely responses in conjunction with Producer.
• Explain audit procedures to clients and review interim reports for accuracy.
• Respond to clients’ needs by producing binders, certificates, policies, and other related items accurately and timely.
• Renew/remarket policies per agency standards working in conjunction with client and producer; ensure exposures are adequately covered, insurance is placed with best company, and remarket when appropriate.
• Process incoming and outgoing communication requests professionally, accurately, and timely (i.e., email, mail, voicemail, and faxes).
• Follow-up on open activities in a timely manner.
• Take first report of loss and file with carrier according to specific company guidelines, assign adjuster as necessary; log appropriate follow-up in tracking system for claims team to handle.
• Maintain files in systems accurately and consistently in accordance with guidelines.
• Refer insureds to other departments for cross-sell opportunities.
• Address unusual or difficult client inquiries/situations with a personal consultative approach and demonstrate appropriate awareness to involve additional internal team members to ensure appropriate and timely resolution, as needed.
  
  

Requirements

• 3 years of P&C account management experience or 4 years of P&C Commercial Lines industry experience
• High School Diploma/GED
• Bachelor's degree in Sales, Marketing, Business Administration, or similar preferred
• Professional Property & Casualty Insurance License (must obtain within 3 months of hire date)
• CIC, CPCU, MAIA or similar designations preferred
• Proficient in Microsoft Office Suite
  
  

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.

Benefits

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.