Personal Lines Account Manager
Patriot Growth Insurance Services
$70,000 - $75,000 / year
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Description
Personal Lines Account Manager
Why This Role Matters
How You'll Make an Impact
- Manage and service a book of personal lines accounts, ensuring clients receive timely, accurate, and professional support.
- Market new and renewal business to secure competitive coverage solutions that align with client needs and risk profiles.
- Respond to client inquiries regarding coverage, premiums, endorsements, policy changes, and account activity.
- Coordinate with carriers, adjusters, and clients to facilitate claims communication and support a positive claims experience.
- Review policies, endorsements, certificates, and related documents for accuracy and alignment with client expectations.
- Maintain detailed account documentation and collaborate with internal team members to support client retention and satisfaction.
Who You Are
- A relationship-focused professional who enjoys building trust and delivering exceptional client service.
- Proactive, responsive, and committed to following through on client requests and service needs.
- Detail-oriented with the ability to manage multiple priorities while maintaining accuracy.
- A clear communicator who can explain insurance concepts and coverage options with confidence.
- Resourceful and solutions-oriented when addressing service challenges or client concerns.
- A collaborative team player who values strong partnerships with colleagues and carrier representatives.
- Motivated to stay current on industry trends, carrier offerings, and personal lines insurance products.
What You Bring
Day One:
- 2 to 4 years of experience in personal lines account management.
- Active Property & Casualty insurance license.
- 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 with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
- Strong analytical and problem-solving abilities with a solutions-driven mindset.
- Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and Teams.
- Ability to build and maintain productive relationships with clients, carrier partners, and internal team members.
Valuable Additions:
- Experience marketing personal lines new business and renewal accounts.
- Familiarity with agency management systems and carrier rating platforms.
- Experience handling claims support, policy reviews, endorsements, and coverage analysis.
- Knowledge of carrier underwriting guidelines and market trends across multiple personal lines products.
- Demonstrated success supporting client retention and long-term account growth.
Real Benefits for Real Life
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services
Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering 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. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.
Benefits
- health insurance
- vision insurance
- 401(k)
- paid time off
- stock options
- parental leave
- sick leave
About this role
# About This Role
As a Personal Lines Account Manager at Patriot Growth Insurance Services, you'll manage a portfolio of personal lines insurance clients across one of five Connecticut or New York locations, working hybrid. The role centers on client relationship management—handling policy inquiries, coordinating coverage changes, supporting claims communication, and guiding renewal conversations. You'll also market new and renewal business to clients, working closely with carriers and internal colleagues to ensure clients have appropriate coverage as their circumstances change. Success means balancing responsiveness to client needs with accuracy in account documentation and policy details.
This position requires 2 to 4 years of personal lines account management experience and an active Property & Casualty insurance license. You'll need strong knowledge of personal lines products and carrier procedures, solid communication skills, and the ability to juggle multiple priorities in a fast-paced environment. Experience marketing personal lines business, familiarity with agency management systems, and knowledge of claims handling are valuable but not required. The role suits someone who genuinely enjoys building client relationships, stays organized under pressure, and approaches problems with a solutions-focused mindset.
Patriot Growth offers a competitive benefits package including multiple medical plan options with preventive care covered at 100%, free virtual healthcare, employer-paid disability coverage, paid parental leave, flexible PTO, a 401(k) match, and an Employee Assistance Program. The salary range is $70,000 to $75,000 annually. As a national firm ranked among the largest U.S. brokers and recognized as a fastest-growing company, Patriot emphasizes supporting employees as whole people rather than just managing output.
How this employer is doing
average
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Typical pay for this role
$60,000
Typical range: $40,000 to $60,000
This role's local market on JobMinglr
Pay for this role
$70,000 to $75,000 per year
That is the employer's posted range, and where you land in it is usually decided in one conversation. Before that conversation, run the numbers: analyze an offer for this role.
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