Commercial Lines Account Manager

at  Patriot Growth Insurance Services

About Patriot: 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 ranked as the 26th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 1,800 employees operating in 135 locations across 27 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.
About Safegard, A Division of Patriot Growth Insurance Services: The Safegard Group is a regional insurance and risk management broker located in Media, PA. We are a leading, full-service insurance broker and risk management consulting firm, who are well-established with a reputation for honesty, integrity, unsurpassed service and groundbreaking business solutions. Safegard is a proud partner agency of Patriot Growth Insurance Services.
Overview: We are seeking a motivated and dedicated team player to join our dynamic work environment as a Commercial Insurance Account Manager. In this role, you will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional service and support to our valued clients. If you thrive in a challenging and fast-paced environment, possess the requisite skills and qualifications, and are passionate about delivering exceptional client service, we invite you to join our team as a Commercial Insurance Account Manager. Together, we will make a positive impact and ensure the continued success of our clients’ businesses.

• Maintain accurate records within the agency management system and electronic files.
• Provide excellent customer service to build and maintain positive relationships with Safeguard’s clients.
• Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional, confident, clear, and concise.
• Prepare and maintain client-facing presentation documents.
• Review all renewal and new business policies for accuracy and request corrections as needed.
• Billing, premium financing, and non-payment follow-up.
• Process policy change requests and audits. Responsible for timely endorsement follow-up, as well as billing.
• Issue new and renewal Certificates of Insurance and Automobile ID Cards as needed.
• Efficiently utilize insurance carrier online systems.
• Market new and renewal business as necessary, including market selection, online rating, and coverage analysis.
• Field calls regarding claims; direct clients to the appropriate carrier for submitting claims and assist clients with questions regarding claims as necessary