PDCM Insurance
Property and Casualty Account Manager (Hybrid)
PDCM Insurance, Fairfax, Virginia, United States, 22032
About Patriot : 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 26th 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 1,800 employees operating in 135 locations across 27 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.
About Business Benefits Group (BBG) : For nearly 30 years, Business Benefits Group has remained a recognized leader in employee benefits, HR consulting, and business insurance. We have supported thousands of businesses across many industries to help to meet their goals and achieve more as a business. We remain a benefits-centric agency, bringing the tools, resources, and solutions that employers should expect to address new challenges with rising health care costs, regulatory issues, and advancements in technology. Our team of trusted advisors help to lead our clients through these challenges, and more – while also setting a high bar for our industry as a thought leader within the industry.
Overview : The P&C Account Manager is responsible for providing exceptional customer service, managing client accounts, and ensuring accurate policy information. This position focuses on client communication, policy updates, and fostering positive relationships with clients.
This is a hybrid location reporting to our office in Fairfax, VA.
Primary Job ResponsibilitiesCommunicate with new and renewal clients, delivering policy documents and ensuring they understand how to access their account information online. Provide clients with the internal contact information to assist with servicing their account throughout the year.Assist and consult on coverages, offering recommendations based on clients’ current exposures.Educate clients on additional coverage options through marketing campaigns and personalized interactions throughout the year.Ensure that the Agency Management System is accurate, and all the policy details are updated, such as the policy number, effective dates, and premiums.Act as the first point of contact for clients with customer service inquiries, quickly and accurately responding to phone calls and emails.Provide outstanding customer service for billing inquiries, account questions, and policy changes.Assist clients in processing coverage/policy changes, such as adding locations, vehicles, and states to policies, updating mailing addresses, or increasing coverage limits and issuing certificates or evidence of coverage.Notify clients when they are past due on their premium payment. Assist clients with their billing issues and questions.Initiate and maintain regular communication with clients providing market trends, product offerings, and available insurance coverage options. This includes building positive relationships with clients to ensure satisfaction and help address any concerns from this outreach.Collaborate with the sales team to identify opportunities for upselling and cross-selling insurance products.
RequirementsPossess a comprehensive knowledge of personal and commercial lines insurance products, including coverages, policies, procedures, and underwriting principles.Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.Excellent communication skills, both written and verbal, to convey information clearly and transparently.Ability to collaborate effectively within a team environment, sharing insights and contributing to collective success.Proficiency in using software systems, including Customer Relationship Management (CRM) system, and Microsoft Office Suite.Commitment to staying updated on industry trends, regulations, and best practices.Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.
Required Education and Experience:2 or more years of experience in the Property and Casualty Insurance industry.High School Diploma/GEDVirginia Property and Casualty Insurance License (must be obtained within 90 days of employment).
Preferred:Associate or Bachelor’s Degree in Business Administration or a related field.
WHY PATRIOT?
Patriot offers the opportunity to be a part of a fast-growing company at 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.
BenefitsIn 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 BenefitsFlexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit ProgramsCompany paid Short-Term Disability, Long-Term Disability, and Group Term LifeCompany paid Employee Assistance ProgramPaid Parental LeavePaid holidaysPersonalized PTO401 (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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About Business Benefits Group (BBG) : For nearly 30 years, Business Benefits Group has remained a recognized leader in employee benefits, HR consulting, and business insurance. We have supported thousands of businesses across many industries to help to meet their goals and achieve more as a business. We remain a benefits-centric agency, bringing the tools, resources, and solutions that employers should expect to address new challenges with rising health care costs, regulatory issues, and advancements in technology. Our team of trusted advisors help to lead our clients through these challenges, and more – while also setting a high bar for our industry as a thought leader within the industry.
Overview : The P&C Account Manager is responsible for providing exceptional customer service, managing client accounts, and ensuring accurate policy information. This position focuses on client communication, policy updates, and fostering positive relationships with clients.
This is a hybrid location reporting to our office in Fairfax, VA.
Primary Job ResponsibilitiesCommunicate with new and renewal clients, delivering policy documents and ensuring they understand how to access their account information online. Provide clients with the internal contact information to assist with servicing their account throughout the year.Assist and consult on coverages, offering recommendations based on clients’ current exposures.Educate clients on additional coverage options through marketing campaigns and personalized interactions throughout the year.Ensure that the Agency Management System is accurate, and all the policy details are updated, such as the policy number, effective dates, and premiums.Act as the first point of contact for clients with customer service inquiries, quickly and accurately responding to phone calls and emails.Provide outstanding customer service for billing inquiries, account questions, and policy changes.Assist clients in processing coverage/policy changes, such as adding locations, vehicles, and states to policies, updating mailing addresses, or increasing coverage limits and issuing certificates or evidence of coverage.Notify clients when they are past due on their premium payment. Assist clients with their billing issues and questions.Initiate and maintain regular communication with clients providing market trends, product offerings, and available insurance coverage options. This includes building positive relationships with clients to ensure satisfaction and help address any concerns from this outreach.Collaborate with the sales team to identify opportunities for upselling and cross-selling insurance products.
RequirementsPossess a comprehensive knowledge of personal and commercial lines insurance products, including coverages, policies, procedures, and underwriting principles.Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.Excellent communication skills, both written and verbal, to convey information clearly and transparently.Ability to collaborate effectively within a team environment, sharing insights and contributing to collective success.Proficiency in using software systems, including Customer Relationship Management (CRM) system, and Microsoft Office Suite.Commitment to staying updated on industry trends, regulations, and best practices.Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.
Required Education and Experience:2 or more years of experience in the Property and Casualty Insurance industry.High School Diploma/GEDVirginia Property and Casualty Insurance License (must be obtained within 90 days of employment).
Preferred:Associate or Bachelor’s Degree in Business Administration or a related field.
WHY PATRIOT?
Patriot offers the opportunity to be a part of a fast-growing company at 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.
BenefitsIn 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 BenefitsFlexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit ProgramsCompany paid Short-Term Disability, Long-Term Disability, and Group Term LifeCompany paid Employee Assistance ProgramPaid Parental LeavePaid holidaysPersonalized PTO401 (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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