Personal Lines Account Manager

Personal Lines Account Manager

Cheshire, Enfield, South Windsor, Kingston, or Waterford, CT

Why This Role Matters

As a Personal Lines Account Manager, you'll serve as a trusted partner to clients by helping them protect what matters most. Your expertise, responsiveness, and commitment to exceptional service will play a key role in strengthening client relationships, supporting retention efforts, and ensuring clients have the coverage solutions they need as their lives evolve. In this role, you'll manage and support a book of personal lines business while partnering with carriers and internal team members to deliver a seamless client experience. You'll help guide clients through policy changes, coverage questions, claims-related concerns, and renewal conversations while maintaining accurate account records and building long-term relationships.

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

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

• 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

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do. Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them. 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. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at Pay Range: $70,000 - $75,000 USD