Personal Lines Assistant Account Manager

About Promark, A Division of Patriot Growth Insurance Services: At Promark Partners, a division of Patriot Growth Insurance Services, we understand the important role insurance plays in providing clients, and their businesses, with financial security and peace of mind. Our state-of-the-art agency management program, dedicated staff, and absolute commitment to maintaining the highest level of integrity, professionalism and unparalleled customer service assures our clients they are always our priority. Promark Partners Insurance (PPI) Services began in 1977 as an association of three insurance agencies with over 50 years of combined experience, and the desire to pool their knowledge and expertise to build one agency dedicated to serving all the needs of their clients. Today this remains the focus of the agency with a highly skilled staff capable of providing personal, commercial, and professional insurance along with a full range of financial services and risk management.

Position Overview: We are seeking a Personal Lines Assistant Account Manager to join our team. The ideal candidate will assist Account Managers with daily tasks related to personal insurance policies. This role involves providing support to clients, processing policy changes, handling inquiries, and ensuring high levels of customer satisfaction.

Work Arrangement: This is a full-time position working in our office located at 6700 Main Street, Williamsville, NY.

Professional Responsibilities:

• Support Account Managers in managing personal insurance accounts
• Review and process policy endorsements, renewals, and cancellations accurately
• Assist clients with policy-related inquiries and issue resolution
• Collaborate with underwriters and insurance carriers as needed
• Maintain client records and documentation up to date
• Provide administrative support to the team as necessary

Qualifications and Requirements:

• High school diploma or equivalent; additional certification in insurance is a plus
• 1- 3 years prior experience in the insurance industry, specifically with personal lines
• Strong communication and customer service skills
• Detail-oriented and organized with the ability to multitask
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• 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.

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)

Pay Range: $35,000 - $45,000 depending on experience

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

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.