Strategic Account Manager driving revenue in hospitality tech through AI - driven workflows and relationship management. Focused on cross - selling, up - selling, and complex deal negotiations in a fast - paced environment.
PL
Hybrid Personal Lines Account Manager
Posted last month
About the role
- Personal Lines Account Manager at Patriot, a growth-focused insurance firm, providing client-focused service in a hybrid role. Managing client accounts and insurance coverage with a dedicated team.
Responsibilities
- Market client accounts to negotiate and secure the most appropriate insurance coverage for both new and renewal business.
- Serve as the primary contact for clients, responding to inquiries, explaining coverages and premiums, and facilitating claims between clients and adjusters.
- Maintain strong carrier relationships to obtain quotes, binders, endorsements, and related documents.
- Research and resolve moderate to complex service issues, including coverage questions and billing discrepancies, in a timely manner.
- Ensure account accuracy by maintaining up-to-date policy information in the agency management system, reviewing policies/endorsements, and handling contract and certificate compliance requests.
- Stay current on industry developments, including carrier underwriting appetites and pricing trends.
Requirements
- 24 years of experience in personal lines account management
- Active Property & Casualty license
- Excellent verbal and written communication skills
- Strong interpersonal skills with a client-service mindset
- Highly organized, detail-oriented, and adaptable in a fast-paced environment
- Collaborative team player with a positive attitude
- Strong problem-solving and analytical skills with a solutions-driven approach
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams)
- Authorized to work in the U.S. without sponsorship.
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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