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About the Role

As a Personal Lines Account Manager, you'll play a key role in delivering exceptional service and support to clients while helping protect what matters most to them. In this position, you will manage day-to-day account servicing, coordinate with carriers and internal teams, and serve as a trusted resource for clients navigating their insurance needs. You'll work closely with producers, carriers, and fellow account managers to ensure a seamless client experience throughout the policy lifecycle. Your responsiveness, attention to detail, and commitment to client satisfaction will directly support retention, strengthen relationships, and contribute to the continued success of the agency.

Responsibilities

Serve as a primary point of contact for personal lines clients, delivering timely, professional support by phone, email, and in person.
Process policy changes, endorsements, renewals, and new business transactions accurately while adhering to carrier guidelines.
Support clients through the claims process by facilitating submissions, providing updates, and coordinating with carriers and adjusters.
Maintain complete and accurate account documentation within the agency management system to ensure strong service and compliance standards.
Communicate proactively regarding coverage updates, billing questions, policy changes, and service requests to enhance the client experience.
Collaborate with producers, carriers, underwriting teams, and internal colleagues to resolve issues and deliver effective solutions.

Requirements

Active New York Property & Casualty Insurance License.
3+ years of experience managing Personal Lines insurance accounts.
High school diploma or equivalent.
Experience supporting policy servicing, renewals, endorsements, quoting, or claims activities within a Personal Lines environment.
Proficiency with agency management systems, carrier portals, and Microsoft Office Suite.
Strong interpersonal, written, and verbal communication skills.
Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced setting.
Demonstrated ability to develop and maintain strong relationships with clients, carriers, and internal team members.
Associate's or Bachelor's degree.
Applied Epic experience.
Previous experience supporting a high-volume personal lines book of business.
Knowledge of personal lines coverage trends, carrier markets, and industry best practices.

Skills

Client-focused
Organized
Strong communicator
Responsive
Proactive
Collaborative
Adaptable
Dedicated to continuous learning
Interpersonal skills
Written communication skills
Verbal communication skills

Location

Bohemia, NY

Work Type

Hybrid
Full-Time

Experience Level

3+ years of experience

Education Level

High school diploma or equivalent
Associate's or Bachelor's degree

Salary/Compensations

$75,000—$80,000 USD

Benefits

Multiple medical plan options, with preventive care covered at 100%
Free virtual medical and mental healthcare for employees and their families, plus a 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.