Personal Lines Account Manager

Patriot Growth Insurance Services |
Cheshire, CT;
Enfield, CT;
Kingston, NY; or Waterford, CT |
Hybrid |
Full-Time

As a Personal Lines Account Manager, you'll serve as a trusted partner to clients by helping them protect what matters most. Your expertise, responsiveness, and commitment to exceptional service will play a key role in strengthening client relationships, supporting retention efforts, and ensuring clients have the coverage solutions they need as their lives evolve.

In this role, you'll manage and support a book of personal lines business while partnering with carriers and internal team members to deliver a seamless client experience. You'll help guide clients through policy changes, coverage questions, claims-related concerns, and renewal conversations while maintaining accurate account records and building long-term relationships.

• Manage and service a book of personal lines accounts, ensuring clients receive timely, accurate, and professional support.
• Market new and renewal business to secure competitive coverage solutions that align with client needs and risk profiles.
• Respond to client inquiries regarding coverage, premiums, endorsements, policy changes, and account activity.
• Coordinate with carriers, adjusters, and clients to facilitate claims communication and support a positive claims experience.
• Review policies, endorsements, certificates, and related documents for accuracy and alignment with client expectations.
• Maintain detailed account documentation and collaborate with internal team members to support client retention and satisfaction.

• A relationship-focused professional who enjoys building trust and delivering exceptional client service.
• Proactive, responsive, and committed to following through on client requests and service needs.
• Detail-oriented with the ability to manage multiple priorities while maintaining accuracy.
• A clear communicator who can explain insurance concepts and coverage options with confidence.
• Resourceful and solutions-oriented when addressing service challenges or client concerns.
• A collaborative team player who values strong partnerships with colleagues and carrier representatives.
• Motivated to stay current on industry trends, carrier offerings, and personal lines insurance products.

• 2 to 4 years of experience in personal lines account management.
• Active Property & Casualty insurance license.
• Strong knowledge of personal lines insurance products, coverages, policy servicing, and carrier procedures.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with a client-focused and professional approach.
• Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving abilities with a solutions-driven mindset.
• Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and Teams.
• Ability to build and maintain productive relationships with clients, carrier partners, and internal team members.

• Experience marketing personal lines new business and renewal accounts.
• Familiarity with agency management systems and carrier rating platforms.
• Experience handling claims support, policy reviews, endorsements, and coverage analysis.
• Knowledge of carrier underwriting guidelines and market trends across multiple personal lines products.
• Demonstrated success supporting client retention and long-term account growth.

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• 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
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support