Personal Lines Account Manager

Personal Lines Account Manager

Punta Gorda, FL

Why This Role Matters

As a Personal Lines Account Manager, you'll play a key role in delivering exceptional client service while helping individuals and families protect what matters most. This position combines relationship management, policy servicing, coverage consultation, and account retention to create a seamless insurance experience for clients. You'll manage a book of personal lines business, partnering with clients, carrier representatives, and internal team members to support ongoing service needs, renewal activity, and coverage recommendations. Success in this role comes from balancing strong technical insurance knowledge with a proactive, client-first approach.

How You'll Make an Impact

• Serve as a trusted point of contact for personal lines clients by providing responsive, high-quality service and timely follow-up.
• Review accounts and recommend coverage enhancements, discounts, and policy adjustments that align with clients' evolving needs.
• Manage endorsements, renewals, billing questions, and service requests while maintaining a positive client experience.
• Remarket and re-quote policies when appropriate to help clients secure competitive pricing and suitable coverage options.
• Collaborate with sales agents, carrier partners, and internal team members to support retention, growth, and client satisfaction.
• Maintain accurate account documentation and policy records to ensure efficient servicing and regulatory compliance.

Who You Are

• Client-focused and committed to delivering exceptional service with professionalism and empathy.
• Organized and detail-oriented, with the ability to manage multiple priorities and deadlines effectively.
• A strong communicator who builds trust and credibility with clients, carriers, and colleagues.
• Proactive in identifying coverage needs and recommending solutions that add value.
• Adaptable and comfortable working in a fast-paced environment with changing priorities.
• Collaborative, dependable, and motivated by supporting team success.
• Committed to ongoing professional development and staying current with industry trends and carrier offerings.

What You Bring

Day One:

• Experience in Personal Lines Property & Casualty Insurance, including home, auto, umbrella, and specialty lines.
• Active Florida Property & Casualty insurance license.
• High school diploma or equivalent.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite.
• Strong interpersonal and relationship-building skills.
• Ability to provide exceptional customer service while managing multiple client accounts.
• Highly organized with strong attention to detail and follow-through.
• Authorized to work in the United States without sponsorship.

Valuable Additions:

• Bilingual Spanish/English language skills.
• Experience reviewing coverage gaps and recommending appropriate policy enhancements.
• Previous experience remarketing personal lines accounts and evaluating multiple carrier options.
• Familiarity with agency management systems and carrier servicing platforms.
• Knowledge of current personal lines market trends and carrier products.

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.

Highlights Include:

• 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: 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.

Pay Range

$20.24 - $22.24 USD

Patriot Growth Insurance Services