Account Manager
Account Manager
Why This Role Matters
How You'll Make an Impact
- Manage incoming service requests, policy changes, renewals, and coverage inquiries while delivering exceptional client service.
- Review existing policies and account activity to identify coverage gaps, available discounts, and opportunities for improved protection.
- Evaluate insurance programs and recommend coverage adjustments that align with clients' changing needs.
- Re-market and obtain alternative quotes when appropriate to help clients secure competitive and effective coverage solutions.
- Partner with producers, underwriters, and carrier representatives to support account retention and client satisfaction.
- Maintain accurate account documentation and policy records within the agency management system.
Who You Are
- A service-minded professional who takes pride in helping clients and building lasting relationships.
- Organized and detail-oriented, with the ability to manage multiple priorities effectively.
- A strong communicator who can clearly explain insurance concepts and coverage recommendations.
- Resourceful and solutions-focused when addressing client questions and service needs.
- Collaborative and supportive of team goals while remaining accountable for individual responsibilities.
- Self-motivated and capable of managing workload independently.
- Committed to ongoing learning and staying informed about insurance products, market trends, and industry developments.
What You Bring
Day One:
- High school diploma or equivalent.
- 2+ years of experience in the insurance industry.
- Prior Property & Casualty insurance experience.
- Active Property & Casualty insurance license.
- Working knowledge of Applied Epic or a comparable agency management system.
- Proficiency with Microsoft Office applications, including Outlook and Excel.
- Excellent written and verbal communication skills.
- Strong organizational skills and ability to work effectively in a collaborative environment.
- 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 business-related field.
- Experience supporting commercial or personal lines books of business in an agency environment.
- Experience with policy remarketing, account rounding, and coverage reviews.
- Established carrier and underwriting relationship management experience.
- Demonstrated success supporting client retention and service excellence initiatives.
- Additional insurance designations or commitment to pursuing professional development opportunities.
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, habitation and others. Western Agency Inc is a partner agency of Patriot Growth Insurance Services.
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
$42,500 - $53,560 USD
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