Demo

Personal Lines Account Manager (Hybrid)

PDCM Insurance
Enfield, CT Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 2/7/2025
About Koverage Insurance, A Division of Patriot Growth Insurance Services: Koverage Insurance Group was founded in 2017 as a full-service independent property & casualty, life & health, and employee benefits agency. We represent over 25 insurance carriers to give each of our clients the best insurance plans available to suit their needs. We currently have 7 locations in CT and are licensed to transact business in 34 states. We are a client-centric organization that focuses on exceeding expectations by providing a positive and malleable experience to fit our client’s needs. Our dedicated team is committed to protecting our clients with creative solutions while maintaining our core ethics and values. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: Koverage Insurance Group is looking for an experienced and outgoing Personal Lines Account Manager to join our growing team! If you are knowledgeable in personal lines insurance, have high positive energy and a desire to provide the high-level service to meet clients' insurance needs, please apply for our position. We pride ourselves on providing excellent salary, benefits, and training for all associates!

Work Arrangement: This is a hybrid position based out of our Enfield, CT office.

Professional Responsibilities

  • Markets client's accounts to negotiate and secure the most appropriate insurance coverage based upon clients’ needs for both new and renewal business.
  • Oversees clients’ accounts by responding to inquiries, explaining coverages and premiums, informing of policy or billing changes, and facilitating the claims process between clients and the adjuster.
  • Maintains great working relationships with multiple insurance carriers to obtain quotes, binders, endorsements, etc.
  • Researches and resolves all moderate and complex customer service problems relating to coverage issues, billing discrepancies, etc. in a timely manner.
  • Maintains accurate and up-to-date account and policy information in the Agency Management System, while maintaining a current suspense, reviewing insurance policies and endorsements for accuracy, reviewing contracts and special certificates of insurance requests for compliance and responding to the insured.
  • Maintains industry knowledge of developing trends regarding carrier underwriting appetite and pricing changes.

Qualifications And Requirements

  • 2-4 years of Personal Lines Account Management experience
  • Valid Property & Casualty License
  • Excellent verbal and written communication skills
  • High-level of interpersonal skills with a client-service mind-set
  • Well organized and detail-oriented
  • Quick learner that thrives in a fast-paced environment
  • Team player with a positive attitude
  • Problem solving and analytical skills, with a solutions driven mindset
  • Proficient with Microsoft Office Suite, including Word, Excel, Outlook, & Teams
  • Authorized to work in the U.S. without sponsorship

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 ranked as the 24th 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 2,000 employees operating in over 160 locations across 47 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.

Patriot offers the opportunity to be a part of a fast-growing company 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.

Benefits

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. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

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