Personal Lines Account Manager

The posting, as Patriot Growth Insurance Services, LLC wrote it

Personal Lines Account Manager

Patriot Growth Insurance Services | Eden, NY | Hybrid | Full-Time

Why This Role Matters

As a Personal Lines Account Manager, you'll serve as a dependable resource for clients, helping them understand their insurance options and maintain coverage that fits their needs. Through thoughtful renewal reviews, practical guidance, and responsive service, you'll build lasting relationships and help clients make informed decisions about protecting their homes, vehicles, and other personal assets.

You'll manage daily account activities, including quoting, policy changes, billing questions, and initial claims reporting. Working with clients, carriers, and internal colleagues, you'll keep information accurate, follow requests through completion, and identify opportunities to strengthen coverage and the client experience.

How You'll Make an Impact

• Manage day-to-day service for assigned personal lines accounts, providing timely responses to coverage questions and policy requests.
• Conduct renewal reviews to evaluate existing coverage, identify changes in client needs, and discuss available options.
• Counsel clients on coverage limits, deductibles, exclusions, and optional protections so they can make informed decisions.
• Quote new and existing coverage, compare carrier options, and explain differences in coverage and pricing.
• Identify potential coverage gaps and opportunities to round out accounts with additional policies or protections.
• Gather complete and accurate application information, obtain required documentation, and coordinate submissions with carriers.
• Process endorsements, policy changes, cancellations, and other service transactions in accordance with agency procedures and carrier requirements.
• Review policies, endorsements, and renewal documents for accuracy, following up with carriers to resolve discrepancies.
• Assist clients with billing and payment questions, coordinating with carriers and internal colleagues as needed.
• Support initial claims reporting by gathering relevant information, explaining reporting procedures, and directing clients to the appropriate claims contacts.
• Communicate with carrier representatives and underwriters to address coverage questions, quoting needs, and account issues.
• Maintain accurate client information, policy records, correspondence, and activity notes within the Agency Management System.
• Track outstanding quotes, policy changes, documents, and client requests through completion.
• Proactively communicate renewal changes, coverage concerns, and outstanding requirements to clients.
• Follow agency documentation standards, applicable requirements, and confidentiality practices.
• Stay current on personal lines products, carrier guidelines, and industry developments.

Who You Are

• A relationship-focused professional who enjoys becoming a trusted resource for clients.
• A thoughtful listener who asks questions and understands each clien

[…]
he 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 www.patriotgis.com .

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