Personal Lines Service Admin

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 Shapiro Insurance Group, A Division of Patriot Growth Insurance Services: Shapiro Insurance Group (SIG) is a professional insurance brokerage firm with offices located throughout the state of Florida. We specialize in Property and Casualty lines of insurance for both Commercial and Personal Clients. Shapiro Insurance Group is backed by Patriot Growth Insurance Services, a top 50 privately held insurance agency with 80 offices and more than 968 professionals located throughout the country.
Overview: The Personal Lines Service Admin is designed to streamline operations, optimize communication channels, and provide essential support to the Personal Lines Team. This position involves maintaining and updating the Agency Management System, managing client interactions, processing various administrative tasks, and ensuring timely and accurate service delivery.

SKILLS AND ABILITIES

• Familiarity of personal lines insurance products, coverages, policies, and procedures.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Display a high level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity.
• Ability to collaborate effectively within a team environment, sharing insights and contributing to collective success.
• Proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

EDUCATION AND EXPERIENCE

Required:

• Bi-lingual in Spanish
• Prior experience in an administrative support function.
• High School Diploma/GED

Preferred:

• Experience working at a Property and Casualty Insurance agency, preferably in a position in a Personal Lines Department.
• Florida 4-40 Insurance License (can be obtained after hire)
• Associate Degree in Business Administration or a related field.

• Issue Certificates of Insurance within one business day of the request.
• Answer and direct incoming phone calls to the appropriate team member.
• Manage and process incoming emails, ensuring timely and accurate responses.
• Maintain and update the Agency Management System by correcting and updating client account information.
• Process client payments and manage billing accounts.
• Track and processed returned mail for clients.
• Follow up on mortgage/lienholder changes and policy reinstatements.
• Handle policy cancellations, updating descriptions and reasons for cancellations.
• Assign policy renewal quotes and renewals to Account Managers, as necessary.
• Manage the team workflow spreadsheet to ensure tasks are equitably assigned and workload is balanced among team members.
• Process and follow up on underwriting memos from carriers.
• Assist in the creation and coordinator of proposals and renewals for Producers.
• Attend weekly and monthly team huddles to discuss workflow, updates, and team objectives.
• Provide backup support for team members during absences.
• Occasionally assist with the training of new hires in the same role.
• When assigned, assist the Team Lead, Supervisor, or Management Team with other projects and tasks