Internal Sales & Retention Specialist (Hybrid)
Patriot Growth Insurance Services, Pinellas Park, Florida, United States, 33781
Personal Lines Internal Sales & Retention Specialist
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 currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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. The Personal Lines Internal Sales & Retention Specialist is responsible for renewing and expanding client relationships within the Personal Lines department. This role focuses on retention, cross-selling, and managing internal sales opportunities to support growth and client satisfaction. This is a full-time, hybrid position that reports to our Pinellas Park, Florida office. Professional Responsibilities
Maintain and strengthen relationships with existing clients through proactive communication and timely service. Identify opportunities to offer additional personal lines coverages and close sales with existing clients. Lead the remarketing and renewal process to ensure clients receive competitive and appropriate coverage. Monitor and manage the internal Personal Lines sales pipeline, ensuring timely follow-up and processing. Process endorsements, updates, and follow-ups accurately and efficiently. Review applications and renewals for adherence to carrier guidelines. Support internal marketing campaigns and outreach efforts to drive new business. Stay informed on changes in carrier guidelines, quoting procedures, and market conditions. Work closely with account managers, producers, and agency leadership to meet service and sales goals. Participate in CE courses and maintain up-to-date knowledge of personal lines insurance products and industry standards. Qualifications and Requirements
Active Florida 2-20 or 20-44 Insurance License required. 35 years in customer service, account management, or insurance sales, specifically in Personal Lines. High school diploma or GED required; Associate degree preferred. Bachelor's degree a plus. Familiarity with Florida's personal insurance market and core coverages (e.g., home, auto, umbrella). Skilled in CRM platforms, agency management systems, and Microsoft Office Suite. Strong relationship-building and client communication skills. Comfortable discussing coverage options and closing additional policies with existing clients. Able to manage multiple tasks, follow through, and prioritize in a fast-paced environment. Solutions-oriented with the ability to resolve client concerns effectively. Adheres to confidentiality and ethical standards in all client interactions. Why Patriot Growth Insurance Services
We offer the opportunity to be a part of one of the fastest-growing insurance companies 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 Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs Company paid Short-Term Disability, Long-Term Disability and Group Term Life Company paid Employee Assistance Program Paid Parental Leave Paid holidays Personalized PTO 401(k) with employer match 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.
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 currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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. The Personal Lines Internal Sales & Retention Specialist is responsible for renewing and expanding client relationships within the Personal Lines department. This role focuses on retention, cross-selling, and managing internal sales opportunities to support growth and client satisfaction. This is a full-time, hybrid position that reports to our Pinellas Park, Florida office. Professional Responsibilities
Maintain and strengthen relationships with existing clients through proactive communication and timely service. Identify opportunities to offer additional personal lines coverages and close sales with existing clients. Lead the remarketing and renewal process to ensure clients receive competitive and appropriate coverage. Monitor and manage the internal Personal Lines sales pipeline, ensuring timely follow-up and processing. Process endorsements, updates, and follow-ups accurately and efficiently. Review applications and renewals for adherence to carrier guidelines. Support internal marketing campaigns and outreach efforts to drive new business. Stay informed on changes in carrier guidelines, quoting procedures, and market conditions. Work closely with account managers, producers, and agency leadership to meet service and sales goals. Participate in CE courses and maintain up-to-date knowledge of personal lines insurance products and industry standards. Qualifications and Requirements
Active Florida 2-20 or 20-44 Insurance License required. 35 years in customer service, account management, or insurance sales, specifically in Personal Lines. High school diploma or GED required; Associate degree preferred. Bachelor's degree a plus. Familiarity with Florida's personal insurance market and core coverages (e.g., home, auto, umbrella). Skilled in CRM platforms, agency management systems, and Microsoft Office Suite. Strong relationship-building and client communication skills. Comfortable discussing coverage options and closing additional policies with existing clients. Able to manage multiple tasks, follow through, and prioritize in a fast-paced environment. Solutions-oriented with the ability to resolve client concerns effectively. Adheres to confidentiality and ethical standards in all client interactions. Why Patriot Growth Insurance Services
We offer the opportunity to be a part of one of the fastest-growing insurance companies 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 Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs Company paid Short-Term Disability, Long-Term Disability and Group Term Life Company paid Employee Assistance Program Paid Parental Leave Paid holidays Personalized PTO 401(k) with employer match 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.