Personal Lines Account Manager (Hybrid)

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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.

Position Overview: We are seeking an experienced and client-focused Personal Lines Account Manager to support and manage a portfolio of personal insurance clients. This role is responsible for marketing new and renewal business, responding to client inquiries, resolving service issues, and maintaining accurate account documentation. The ideal candidate has strong personal lines insurance knowledge, excellent communication skills, and a positive, solutions-oriented approach to client service. This position plays a key role in supporting client retention, strengthening carrier relationships, and delivering a responsive, high-quality client experience.

Work Arrangement: This is a full-time hybrid position reporting to one of our offices located in Cheshire, CT, Enfield, CT Kingston, NY, or Waterford, CT

Professional Responsibilities

• Market new and renewal personal lines accounts to secure appropriate insurance coverage based on client needs.
• Serve as the primary point of contact for clients, responding to inquiries, explaining coverages and premiums, and providing timely service support.
• Facilitate claims communication between clients, carriers, and adjusters to support a smooth claims experience.
• Build and maintain strong carrier relationships to obtain quotes, binders, endorsements, and related policy documents.
• Research and resolve moderate to complex service issues, including coverage questions, billing discrepancies, and policy concerns.
• Maintain accurate account information in the agency management system, including policy details, client communications, and service activity.
• Review policies, endorsements, contracts, certificates, and related documents for accuracy and compliance with client needs.
• Stay current on industry developments, carrier underwriting appetites, pricing trends, and personal lines insurance products.
• Collaborate with internal team members to support client satisfaction, retention, and overall account success.

Qualifications & Requirements

• 2-4 years of experience in personal lines account management.
• Active Property & Casualty insurance license required.
• Strong knowledge of personal lines insurance products, coverages, policy servicing, and carrier procedures.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with a client-focused and professional approach.
• Highly organized and detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
• Strong problem-solving and analytical skills with a solutions-driven mindset.
• Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and Teams.
• Collaborative team player with a positive attitude and strong relationship-building skills.

Why us: Patriot offers 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, with a focus on enhanced career opportunities and professional growth.

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. Our benefits include:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA), 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) with employer match

Patriot Growth Insurance Services is an equal opportunity employer 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. Hiring decisions are based solely on qualifications, merit, and business needs at the time. For more information, please review our EEO and DE&I Policy at www.patriotgis.com.