Personal Lines Account Manager
Personal Lines Insurance Account Manager
Why This Role Matters
How You'll Make an Impact
- Manage incoming client service requests, including policy renewals, endorsements, coverage questions, and account updates while delivering outstanding customer service.
- Review client accounts proactively to identify discounts, coverage gaps, and opportunities for enhanced protection.
- Evaluate existing coverage limits and make informed recommendations that help clients remain appropriately insured.
- Coordinate remarketing and re-quoting efforts when requested or when market conditions create better coverage opportunities.
- Support producers with account servicing needs and contribute to a collaborative, team-oriented environment.
- Maintain accurate client records and documentation within the agency management system while ensuring compliance with agency procedures.
- Build strong relationships with carrier partners and underwriters to help secure solutions that meet client needs.
- Stay current on industry developments, carrier updates, and personal lines insurance best practices.
Who You Are
- Client-focused and committed to delivering a high-quality service experience.
- Organized and detail-oriented, with the ability to manage multiple priorities effectively.
- Comfortable working in a fast-paced environment where responsiveness matters.
- A strong communicator who can explain insurance concepts clearly and professionally.
- Collaborative and willing to support teammates and producers to achieve shared goals.
- Proactive in identifying opportunities to improve coverage, service, and client outcomes.
- Committed to ongoing learning and professional development within the insurance industry.
What You Bring
Day One:
- High school diploma or equivalent.
- Two or more years of insurance industry experience.
- Experience working with Property & Casualty insurance products within the personal lines marketplace.
- Active P&C insurance license or the ability to obtain one promptly upon hire.
- Working knowledge of Applied EPIC or a similar agency management system.
- Proficiency with Microsoft Office applications, including Outlook and Excel.
- Strong written and verbal communication skills.
- Ability to manage workload independently while meeting deadlines.
- Authorization to work in the United States without current or future sponsorship.
Valuable Additions:
- Bachelor's degree in a related field.
- Additional experience supporting personal lines account management activities.
- Demonstrated experience reviewing and recommending coverage enhancements.
- Established carrier and underwriting relationship management experience.
Real Benefits for Real Life
- 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 to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services
About Western Agency
Western Agency is the largest independent property and casualty (P&C) insurance agency in the North Dakota and South Dakota region. Founded in 1976, Western has 10 offices offering insurance coverage and providing risk management strategies to trusted clients in the farm ranch, crop and agricultural sector, as well as the business communities including contractors, oil & gas, trucking, construction, habitational and others. Western Agency Inc is a partner agency of Patriot Growth Insurance Services, a privately held national insurance services broker ranked 24th largest broker in the U.S. as of December 2024.
Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering 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. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.
Pay Range
$45,000 - $53,000 USD
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