Personal Lines Internal Sales and Retention Specialist

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 Dynamic: Dynamic Insurance Agency is a locally managed location of Patriot Growth Insurance Services, a top 50 privately held National Insurance Agency. Located in Punta Gorda Florida we specialize in Property and Casualty insurance for both personal and commercial lines clients. We continue the same mission today as when we started in 2003 with the additional resources and backing of a national firm.

Overview: Join our team as a Personal Lines Internal Sales and Retention Specialist and play a crucial role in driving growth and client satisfaction within Shapiro’s Personal Lines Department. In this dynamic position, you will, retain and nurture existing client relationships, cross-sell additional policies to meet client needs, and ensure exceptional customer satisfaction. Your efforts will enhance client loyalty and significantly contribute to the Agency’s revenue growth. If you are passionate about building strong client connections and excelling in a sales-driven environment, we want to hear from you!

This is a full-time position reporting to our office in Punta Gorda, FL.

Primary Job Responsibilities

• Maintain and strengthen relationships with existing clients to ensure high levels of client satisfaction and retention.
• Address client inquiries and concerns promptly and effectively.
• Cross-sell additional personal lines insurance policies to existing clients.
• Generate new business through internal marketing efforts and lead generation strategies.
• Manage and execute the remarketing process for renewals to ensure clients receive the best coverage options.
• Monitor and manage the new business internal personal lines sales queue.
• Handle endorsements, follow-ups, and other service-related tasks efficiently. Ensure accurate processing of policy changes and endorsements.
• Collaborate on internal agency marketing efforts to generate new leads.
• Utilize marketing tools and strategies to attract potential clients.
• Participate in team huddles and weekly Tips & Tricks sessions to share knowledge and strategies.
• Engage in continuous learning through continuing education classes and stay updated on carrier changes in guidelines and quoting procedures.
  
  

Required Skills And Abilities

• Possess a comprehensive knowledge of personal lines insurance products, coverages, policies, and procedures.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success, and other tools used for client management and communication.
• Proficiency in using software systems, including Customer Relationship Management (CRM) system, and Microsoft Office Suite.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.
  
  

Required

Education and Experience:

• 3 to 5 years of experience in a customer support, sales, or account management position.
• Experience working in Florida’s Personal Lines insurance market.
• High School Diploma/GED or Associate Degree in Business Administration
  
  

Preferred

• Experience in the Property and Casualty Insurance industry, specifically in Personal Lines.
• Florida 2-20 or 20-44 Insurance License
• Bachelor’s Degree in Business Administration or a related field.
  
  

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.