Personal Lines Account Manager

Personal Lines Insurance Account Manager

About Western Agency Inc, a Division of Patriot Growth Insurance Services: Western Agency is the largest independent property and casualty (P&C) insurance agency in the North Dakota and South Dakota region. Founded in 1976, Western has 10 offices offering insurance coverage and providing risk management strategies to trusted clients in the farm ranch, crop and agricultural sector, as well as the business communities including contractors, oil & gas, trucking, construction, habitational and others. Western Agency Inc is a partner agency of Patriot Growth Insurance Services, a privately held national insurance services broker ranked 24th largest broker in the U.S. as of December 2024.

Position Overview: Our agency is seeking a dedicated and detail-oriented insurance professional with a strong background in personal insurance and exceptional customer service skills, to join our team as a Personal Lines Insurance Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts, ensuring their insurance needs are met. This will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, then we want to speak with you!

Work location: This is a full-time position working in our office located in Minot, ND.

Professional Responsibilities:

• Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
• Review current clients' existing account activities while seeking available discounts and making impactful coverage recommendations
• Review and evaluate current coverage limits to ensure client is properly insured
• Provide re-quote and remarket services to clients for all personal lines insurance products as needed or requested by the client
• Provide sales support to our Sales Agents and help other members of your team as needed
• Build and maintain effective relationships with underwriters and client personnel
• Ensure all client documents are properly input into the agency database
• Stay current and commit to continued learning on all relevant matters in the insurance industry

Qualifications and Requirements:

• A Bachelor of Science degree is preferred; A High school diploma or its equivalent is required
• 2+ years of relevant work experience in insurance sales
• Prior experience in Property & Casualty (P&C) Insurance sales focused on the Personal Lines marketspace
• Must have or be willing to obtain an active P&C insurance license
• Working knowledge of Applied EPIC or other relevant agency management systems
• Proficient in use of Microsoft Outlook Suite tools, including Excel
• Excellent interpersonal and communication skills (both oral and written)
• Strong organizational skills and works well in a collaborative environment
• Ability to self-manage workload and meet deadlines independently
• Authorized to work in the U.S. without sponsorship now and in the future

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 and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and across 48 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.

Why join us: We offer you 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, and our goal is to provide enhanced career opportunities for our dedicated and professional team. 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.