Personal Lines Account Manager

<div> <h1>Personal Lines Account Manager</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Executive Insurance &amp; Financial Services | Bohemia, NY</strong> | <strong>Hybrid</strong> | <strong>Full-Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">As a Personal Lines Account Manager, you'll play a key role in delivering exceptional service and support to clients while helping protect what matters most to them. In this position, you will manage day-to-day account servicing, coordinate with carriers and internal teams, and serve as a trusted resource for clients navigating their insurance needs.<br><br></div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">You'll work closely with producers, carriers, and fellow account managers to ensure a seamless client experience throughout the policy lifecycle. Your responsiveness, attention to detail, and commitment to client satisfaction will directly support retention, strengthen relationships, and contribute to the continued success of the agency.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Serve as a primary point of contact for personal lines clients, delivering timely, professional support by phone, email, and in person.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Process policy changes, endorsements, renewals, and new business transactions accurately while adhering to carrier guidelines.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support clients through the claims process by facilitating submissions, providing updates, and coordinating with carriers and adjusters.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Maintain complete and accurate account documentation within the agency management system to ensure strong service and compliance standards.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Communicate proactively regarding coverage updates, billing questions, policy changes, and service requests to enhance the client experience.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborate with producers, carriers, underwriting teams, and internal colleagues to resolve issues and deliver effective solutions.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Client-focused and committed to delivering a high-quality service experience.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Organized and able to manage multiple priorities while maintaining accuracy and attention to detail.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A strong communicator who builds trust through clear, professional interactions.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Responsive and proactive in addressing client questions and service needs.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborative and comfortable working with carriers, producers, and cross-functional team members.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Adaptable in a fast-paced environment where priorities can shift throughout the day.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Dedicated to continuous learning and staying current on insurance products, carrier guidelines, and industry trends.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Active New York Property &amp; Casualty Insurance License.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">3+ years of experience managing Personal Lines insurance accounts.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">High school diploma or equivalent.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience supporting policy servicing, renewals, endorsements, quoting, or claims activities within a Personal Lines environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proficiency with agency management systems, carrier portals, and Microsoft Office Suite.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong interpersonal, written, and verbal communication skills.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced setting.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Demonstrated ability to develop and maintain strong relationships with clients, carriers, and internal team members.</li> </ul> <h3>Valuable Additions:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Associate's or Bachelor's degree.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Applied Epic experience.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Previous experience supporting a high-volume personal lines book of business.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Knowledge of personal lines coverage trends, carrier markets, and industry best practices.</li> </ul> <h2>Real Benefits for Real Life</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.<br><br></div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Highlights Include:</strong></div> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Multiple medical plan options, with preventive care covered at 100%</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">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</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Employer-paid short-term and long-term disability coverage</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Paid parental leave</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Competitive 401(k) company match to help you build your financial future</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Comprehensive dental and vision coverage</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Employee Assistance Program with confidential mental health, legal, financial, and work-life support</li> </ul> <h2>About Patriot Growth Insurance Services</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">&nbsp;</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">&nbsp;</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><em>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.</em></div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><em>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&amp;I Policy located on our website at www.patriotgis.com.</em></div> </div> <p>&nbsp;</p><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p>&nbsp;</p> <p>Pay Range: Posted below*<br><br>*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 <em>may </em>also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.&nbsp;</p> <p>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.</p> <p>&nbsp;</p></div><div class="title">Pay Range</div><div class="pay-range"><span>$75,000</span><span class="divider">&mdash;</span><span>$80,000 USD</span></div></div></div>