Personal Lines Account Manager

Personal Lines Account Manager

Williamsville, NY

Why This Role Matters

As a Personal Lines Account Manager, you'll play a key role in driving new business growth by helping place clients with the right insurance solutions. Your expertise in carrier marketing, quote analysis, proposal preparation, and underwriting relationships will directly support Producers and create a high-quality client experience. In this role, you'll partner closely with Producers, carrier underwriters, and internal teams to market new business opportunities, evaluate coverage options, and secure competitive placements. You'll be part of a collaborative environment where your organizational skills, insurance knowledge, and attention to detail contribute to agency success and long-term client relationships.

How You'll Make an Impact

Identify and market new business opportunities by obtaining, reviewing, and analyzing carrier quotations and responses.

Gather client information, complete applications, and submit accurate carrier submissions to support efficient placement.

Prepare proposals, supplemental documentation, and presentation materials that help clients make informed coverage decisions.

Evaluate pricing, coverage options, carrier terms, and underwriting requirements to support competitive recommendations.

Collaborate with carrier underwriters to negotiate pricing and coverage solutions that meet client needs and support agency growth.

Maintain accurate marketing, submission, client, and carrier records while supporting a seamless new business process.

Who You Are

Highly organized and able to manage multiple priorities while maintaining accuracy and meeting deadlines.

Analytical and detail-oriented when reviewing coverage options, carrier responses, and underwriting requirements.

A strong communicator who can build productive relationships with Producers, carrier partners, Account Managers, and clients.

Proactive in identifying solutions and overcoming obstacles throughout the marketing and placement process.

Comfortable working independently while collaborating effectively within a team environment.

Adaptable and responsive in a fast-paced insurance setting.

Committed to delivering a high-quality client experience and contributing to agency growth.

What You Bring

Day One:

Minimum of 4 years of insurance industry experience.

Minimum of 2 years of personal lines carrier marketing experience.

Strong knowledge of personal lines insurance products, underwriting requirements, carrier rating systems, and new business marketing processes.

Experience preparing applications, proposals, supplemental documentation, and carrier submissions.

Strong written and verbal communication skills.

Demonstrated ability to analyze quotes, coverage options, and carrier responses.

Ability to build and maintain effective working relationships with producers, carriers, clients, and internal team members.

Valuable Additions:

Experience utilizing multiple carrier online rating platforms.

Previous experience negotiating pricing and coverage options with carrier underwriters.

Experience supporting remarketing efforts and evaluating renewal placement strategies.

Knowledge of agency management systems and insurance submission platforms.

A passion for continuous learning, agency growth, and industry best practices.

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

$26.44 - $31.25 USD