Hybrid Personal Lines Account Manager

at Patriot Growth Insurance Services, LLC

• Job title: Personal Lines Account Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Tech skills: Vault
• Location requirements: Hybrid, Charleston, United States

About the role

• Personal Lines Account Manager supporting Producers and HNW clients in managing insurance policies. Aiding in account retention, growth, and maintaining client relationships in Charleston, SC.

Responsibilities

• Provides technical support to the Producer, Agency and HNW Personal Lines Clients in the daily management of policies.
• Complete new / renewal applications in coordination with Producer and Client.
• Quotes online and / or submit applications to eligible carriers.
• Follow up to ensure timely receipt of quotes / renewal policies.
• Review the carrier proposal for accuracy highlighting coverage differences from what was requested.
• Assist Producers in the preparation of client proposals, renewal summaries.
• Review and issue request for binders, evidence, certificates, policies and other related items; verify their accuracy, contractual and policy compliance; invoice and transact, prepare client documents and policy binders (electronic and/or paper)
• Work with Clients, Producers and Carriers to facilitate policy change requests, obtaining the information needed for processing, verify for accuracy, facilitate any corrections, invoice and transact.
• Processes renewals in coordination with Producer, Client and Carriers according to agency procedures.
• Reviews policies: verifies accuracy and facilitates corrections; as needed, between client and carrier.
• Manage and maintain productive relationships with critical centers of influence, family offices, wealth advisors, CPAs, lenders, and realtors.
• Processes incoming mail and phone requests, responding promptly and appropriately.
• Uses agency credit and collection policy in invoicing and pursuing prompt payments, request cancellations from the carrier according to agency standards.

Requirements

• 5+ years of experience in similar role
• Current Property, Casualty Agents License
• Experience handling clients with a high net worth.
• Knowledge of insurance products and usages
• Knowledge of high-net-worth insurance markets such Chubb, Vault, Pure, Cincinnati, BerkleyOne, including non-admitted carriers and brokers.
• Understands a preferred insurer appetite, underwriting rules and rating procedures.
• Solid Microsoft Office, technology utilization, and experience with Applied EPIC or similar agency management system
• College degree preferred.

Benefits

• 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)