Personal Lines Account Manager

Personal Lines Account Manager

About Patriot Growth Insurance Services: 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. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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.

Position Overview: We are seeking a dedicated and detail-oriented Personal Lines Account Manager to join our team in Punta Gorda, FL. This role is responsible for managing a portfolio of personal insurance accounts by delivering proactive client service, supporting renewals and policy servicing activity, and providing thoughtful coverage recommendations to meet client needs. The ideal candidate has a strong background in personal insurance, excellent communication skills, and a client-first mindset. If you thrive in a fast-paced, collaborative environment and are passionate about building lasting client relationships, we encourage you to apply.

Work Arrangement: This is a full-time position working in our office located in Punta Gorda, FL.

Professional Responsibilities:

• Deliver responsive, high-quality service while serving as a primary point of contact for personal lines clients, addressing policy inquiries, renewals, endorsements, billing questions, and service requests.
• Handle incoming service requests from existing clients while delivering exceptional customer service and timely follow-up.
• Review client accounts to identify eligible discounts, coverage gaps, and personalized insurance recommendations aligned with client needs.
• Re-evaluate coverage limits and policy structures to ensure clients remain appropriately insured and informed about available coverage options.
• Requote and remarket personal lines insurance products as needed or requested to maintain competitive pricing and appropriate coverage.
• Support sales agents and collaborate with internal team members to provide seamless service and support agency growth and retention efforts.
• Develop and maintain strong professional relationships with clients, carrier representatives, and team members to support long-term account success.
• Maintain accurate and timely documentation within agency systems, ensuring policy information, communications, and account activity remain current.
• Assist clients with policy changes, billing inquiries, and coverage questions while providing professional guidance and support.
• Stay informed on industry trends, carrier products, insurance regulations, and best practices through ongoing professional development.

Qualifications and Requirements:

• Experience in Personal Lines Property & Casualty Insurance, including home, auto, umbrella, and specialty lines required.
• Active Florida Property & Casualty insurance license required.
• High school diploma or equivalent required.
• Strong written and verbal communication skills with the ability to build and maintain professional relationships.
• Proficiency with Microsoft Office Suite required.
• Strong interpersonal skills and commitment to delivering exceptional client service.
• Ability to build and maintain strong relationships with clients, peers, and carrier partners.
• Highly organized with the ability to manage multiple priorities in a fast-paced environment.
• Bilingual Spanish/English skills preferred but not required.
• Authorized to work in the U.S. without sponsorship.

Why Patriot Growth Insurance Services: We offer 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.

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.