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About the Role

As an Assistant Account Manager, you'll play an important role in supporting clients, producers, and account management teams while helping ensure a responsive and seamless insurance experience. Your attention to detail, client service mindset, and ability to manage multiple priorities will help strengthen client relationships, support retention efforts, and contribute to the agency's overall success. In this role, you'll work closely with account managers, carrier partners, and internal departments to support policy administration, client communications, documentation management, and ongoing service activities. You'll gain valuable exposure to both commercial and personal insurance operations while helping clients navigate coverage questions and policy needs.

Responsibilities

Support account management activities by assisting with policy changes, endorsements, certificates of insurance, and client service requests.
Help identify coverage gaps, policy enhancements, and cost-saving opportunities that align with clients' evolving insurance needs.
Assist in preparing insurance proposals, renewal materials, and coverage presentations for prospective and existing clients.
Respond promptly to client inquiries, helping resolve questions related to coverage, billing, claims, and policy administration.
Maintain accurate policy documentation and account records within agency management and CRM systems.
Collaborate with producers, accounting partners, carrier representatives, and internal team members to support exceptional service delivery.
Contribute to agency growth efforts by supporting prospecting activities, marketing initiatives, and industry networking opportunities.

Requirements

Client-focused and committed to delivering responsive, professional service.
Organized and detail-oriented, with the ability to manage multiple projects and deadlines effectively.
A proactive problem-solver who enjoys helping clients find solutions to their insurance needs.
Collaborative and supportive of team goals, while maintaining accountability for individual responsibilities.
An effective communicator who can explain insurance concepts clearly and professionally.
Adaptable and eager to learn in a fast-paced agency environment.
Committed to maintaining confidentiality, professionalism, and strong ethical standards.
1+ years of experience in an administrative, account management, insurance, or related client service role.
Active New York Property & Casualty Insurance License.
Basic knowledge of commercial and personal lines insurance products, coverages, policies, and procedures.
Strong written and verbal communication skills.
Ability to provide empathetic, responsive, and professional support to clients and colleagues.
Strong organizational skills and attention to detail.
Problem-solving and critical-thinking abilities.
Proficiency with CRM systems, Microsoft Office Suite, and other client service technology platforms.
Ability to work collaboratively in a team-oriented environment.
Commitment to maintaining confidentiality and handling sensitive information appropriately.
Experience working in an independent insurance agency environment.
Familiarity with agency management systems and insurance carrier platforms.
Experience assisting with insurance proposals, renewals, endorsements, certificates, or billing activities.
Knowledge of insurance contract review and policy documentation processes.
Exposure to commercial insurance, personal insurance, or both.
Demonstrated commitment to professional development and staying current on insurance industry trends and regulations.

Skills

Client service
Attention to detail
Managing multiple priorities
Policy administration
Client communications
Documentation management
Problem-solving
Communication
Collaboration
Adaptability
Confidentiality
Professionalism
Ethical standards
CRM systems
Microsoft Office Suite
Client service technology platforms
Team-oriented environment

Location

Williamsville, NY

Work Type

Hybrid
Full-Time

Experience Level

1+ years of experience

Salary/Compensations

$24.04—$26.44 USD

Benefits

Multiple medical plan options, with preventive care covered at 100%
Free virtual medical and mental healthcare for employees and their families
Dedicated healthcare concierge
Employer-paid short-term and long-term disability coverage
Paid parental leave
Personalized PTO
Separate sick leave
Competitive 401(k) company match
Comprehensive dental and vision coverage
Employee Assistance Program with confidential mental health, legal, financial, and work-life support
Medical insurance
Dental insurance
Vision insurance
401(k) with company match
Company paid holidays

About the Company

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.
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.

Equal Opportunity

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.