Patriot Growth Insurance Services
Personal Lines Account Manager (Hybrid)
Patriot Growth Insurance Services, San Francisco, California, United States, 94199
About Churchill, A Division of Patriot Growth Insurance Services : Churchill and Associates is a full-service insurance firm focused on loss control, claims management and HR consulting, with an emphasis on middle to large companies. We help our clients become more profitable through measured risk management and a timeline of health and safety services. We offer property and casualty, group employee benefits, workers' compensation, personal lines, and other specialized insurance. Churchill has been serving the insurance needs of California for 40 years.
Position Overview : The primary function of this position is to provide quality service to clients. The Personal Lines Account Manager is responsible for writing Personal Lines policies, managing existing accounts, and ensuring excellent customer service. This position involves quoting new leads, communicating with underwriters, evaluating risks, processing policy changes, and retaining existing accounts. Additionally, this position will directly partner with the VP to develop & roll out department wide policy & procedures. The ability to work well in a team environment is essential when interacting with clients, co-workers, underwriters, and other external parties.
This is a full-time, hybrid position that supports our office located at 31248 Oak Crest Drive Suite 140 Westlake Village, California 91361.
Professional Responsibilities :Manage and oversee all aspects of clients' personal insurance policies, including renewals, endorsements, and claimsP rovide quotes for personal lines products, explain coverages, and actively pursue new business opportunitiesAssist clients through the claims process, acting as a liaison between the client and insurance carriersIdentify opportunities to cross-sell additional personal lines insurance products to current clientsBuild and maintain strong relationships with clients by understanding their personal insurance needs and providing exceptional serviceAddress and resolve any client inquiries, disputes, or issues in a timely mannerEnsure all activities adhere to insurance regulations and company policies, staying up to date with California insurance lawsMaintain accurate and organized client records using the agency management systemWork closely with underwriters, carriers, and internal teams to fulfill client requests and meet sales targetsQualifications and Requirements :
Bachelor of Science degree in a business-related fieldA valid California Property & Casualty Insurance license5+ years of relevant work experience as a Personal Lines Account Manager or a similar role within the insurance industryStrong understanding of personal lines products (e.g. homeowners, auto, umbrella, etc.) and policiesProven ability to identify and pursue cross-sell and up-sell opportunitiesPrior work experience with agency management software (e.g., AMS360, EPIC)Proficient in use of Microsoft Office Suite toolsExcellent interpersonal and communication skills (both oral and written)Highly organized, detail-oriented, able to resolve client problems or concernsAbility to collaborate with a team and contribute to a positive office environmentAuthorized to work in the U.S. without sponsorship at all timesWhy 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 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)
Pay Range : $65,000 - $90,000 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.
Position Overview : The primary function of this position is to provide quality service to clients. The Personal Lines Account Manager is responsible for writing Personal Lines policies, managing existing accounts, and ensuring excellent customer service. This position involves quoting new leads, communicating with underwriters, evaluating risks, processing policy changes, and retaining existing accounts. Additionally, this position will directly partner with the VP to develop & roll out department wide policy & procedures. The ability to work well in a team environment is essential when interacting with clients, co-workers, underwriters, and other external parties.
This is a full-time, hybrid position that supports our office located at 31248 Oak Crest Drive Suite 140 Westlake Village, California 91361.
Professional Responsibilities :Manage and oversee all aspects of clients' personal insurance policies, including renewals, endorsements, and claimsP rovide quotes for personal lines products, explain coverages, and actively pursue new business opportunitiesAssist clients through the claims process, acting as a liaison between the client and insurance carriersIdentify opportunities to cross-sell additional personal lines insurance products to current clientsBuild and maintain strong relationships with clients by understanding their personal insurance needs and providing exceptional serviceAddress and resolve any client inquiries, disputes, or issues in a timely mannerEnsure all activities adhere to insurance regulations and company policies, staying up to date with California insurance lawsMaintain accurate and organized client records using the agency management systemWork closely with underwriters, carriers, and internal teams to fulfill client requests and meet sales targetsQualifications and Requirements :
Bachelor of Science degree in a business-related fieldA valid California Property & Casualty Insurance license5+ years of relevant work experience as a Personal Lines Account Manager or a similar role within the insurance industryStrong understanding of personal lines products (e.g. homeowners, auto, umbrella, etc.) and policiesProven ability to identify and pursue cross-sell and up-sell opportunitiesPrior work experience with agency management software (e.g., AMS360, EPIC)Proficient in use of Microsoft Office Suite toolsExcellent interpersonal and communication skills (both oral and written)Highly organized, detail-oriented, able to resolve client problems or concernsAbility to collaborate with a team and contribute to a positive office environmentAuthorized to work in the U.S. without sponsorship at all timesWhy 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 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)
Pay Range : $65,000 - $90,000 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.