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About the Role

As a Personal Lines Account Manager, you will serve as a dependable resource for clients, helping them understand their insurance options and maintain coverage that fits their needs. You will manage daily account activities, including quoting, policy changes, billing questions, and initial claims reporting, building lasting relationships and helping clients protect their assets.

Responsibilities

Manage day-to-day service for assigned personal lines accounts, providing timely responses to coverage questions and policy requests.
Conduct renewal reviews to evaluate existing coverage, identify changes in client needs, and discuss available options.
Counsel clients on coverage limits, deductibles, exclusions, and optional protections.
Quote new and existing coverage, compare carrier options, and explain differences in coverage and pricing.
Identify potential coverage gaps and opportunities to round out accounts with additional policies or protections.
Gather complete and accurate application information, obtain required documentation, and coordinate submissions with carriers.
Process endorsements, policy changes, cancellations, and other service transactions.
Review policies, endorsements, and renewal documents for accuracy, following up with carriers to resolve discrepancies.
Assist clients with billing and payment questions.
Support initial claims reporting by gathering relevant information and explaining reporting procedures.
Communicate with carrier representatives and underwriters to address coverage questions, quoting needs, and account issues.
Maintain accurate client information, policy records, correspondence, and activity notes within the Agency Management System.
Track outstanding quotes, policy changes, documents, and client requests through completion.
Proactively communicate renewal changes, coverage concerns, and outstanding requirements to clients.
Follow agency documentation standards, applicable requirements, and confidentiality practices.
Stay current on personal lines products, carrier guidelines, and industry developments.

Requirements

Active New York State insurance license appropriate for servicing personal lines accounts.
Working knowledge of personal lines insurance products, including homeowners, automobile, renters, and umbrella coverage.
Ability to explain coverage options, limits, deductibles, and exclusions clearly and accurately.
Ability to gather client information, prepare quotes, process policy changes, and review policy documents for accuracy.
Strong customer service and relationship-building skills.
Clear written and verbal communication skills, including a professional approach to phone and email interactions.
Strong organizational skills with the ability to prioritize requests, meet deadlines, and maintain consistent follow-up.
Attention to detail when reviewing applications, documenting conversations, and updating account information.
Ability to research questions, resolve routine service issues, and recognize when additional guidance is needed.
Comfort using business software and learning agency systems, carrier portals, and Microsoft Office applications.
Ability to work independently and collaborate with colleagues and carrier partners.
Commitment to maintaining licensing requirements, protecting confidential information, and following agency procedures.
3+ years of insurance industry experience with a direct carrier or an independent agency.
Experience managing a personal lines book of business and supporting clients throughout the policy lifecycle.
Experience quoting and comparing coverage across multiple insurance carriers.
Familiarity with Agency Management Systems and carrier quoting platforms.
Experience identifying coverage gaps, supporting client retention, and rounding out accounts.
Relevant insurance designations or additional professional education.

Skills

Customer service
Relationship building
Written communication
Verbal communication
Organization
Prioritization
Time management
Attention to detail
Research
Problem solving
Collaboration
Insurance product knowledge
Coverage explanation
Quoting
Policy processing
Agency Management Systems
Carrier quoting platforms

Location

Eden, NY

Work Type

Hybrid
Full-Time

Experience Level

3+ years of insurance industry experience

Salary/Compensations

$26.44—$31.25 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
Company paid holidays

About the Company

Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States.
Ranked the 25th-largest broker in the U.S. by Business Insurance.
Named to the 2025 Inc. 5000 list of fastest-growing companies.
Over 2,100 employees operating in 150+ locations across more than 45 states.
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.

Equal Opportunity

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace.
Prohibits 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.
Policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training.
Makes hiring decisions based solely on qualifications, merit, and business needs at the time.