Personal Lines Account Manager (Hybrid)
PDCM Insurance Inc., Waterford, Connecticut, United States, 06386
About Patriot Growth Insurance Services
Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property & 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.
Position Overview We are seeking an experienced and outgoing Personal Lines Account Manager to join our team. This role is ideal for someone with strong knowledge of personal lines insurance, a client-first mindset, and the ability to provide responsive, high-quality service. The right candidate will bring positive energy, professionalism, and a passion for supporting client insurance needs while thriving in a collaborative, growth-focused environment.
Work Arrangement This is a full-time hybrid position reporting to one of our offices located in Cheshire, CT, Enfield, CT Kingston, NY, or Waterford, CT
Professional Responsibilities
Run Epic reports across branches and departments, both scheduled and ad hoc; partner with Epic support to resolve system issues
Administer user access across Epic, carrier websites, comparative rating tools, and RingCentral, including setup, removal, and troubleshooting
Support employee lifecycle activities, including onboarding, offboarding, time-off approvals, and staff directory maintenance
Coordinate and support carrier website training and continuing education tracking
Run motor vehicle reports as required
Monitor and manage shared inboxes and general staff communications
Provide operational support for firmwide initiatives, including special projects and merger and acquisition activities such as system migration and data integration
Qualifications & Requirements
1–2 years of experience in the insurance industry, preferably within a Property and Casualty agency (preferred)
Strong organizational skills with the ability to manage multiple priorities, projects, and deadlines with a high degree of accuracy and attention to detail
Excellent verbal and written communication skills, with sound professional judgment and the ability to maintain confidentiality
Strong technical aptitude and computer proficiency, including required experience with Microsoft Excel
Why us Patriot offers 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, with a focus on enhanced career opportunities and professional growth.
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. Our benefits include:
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA), 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 holidaysPersonalized PTO
401(k) with employer match
Patriot Growth Insurance Services is an equal opportunity employer 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. Hiring decisions are based solely on qualifications, merit, and business needs at the time. For more information, please review our EEO and DE&I Policy at www.patriotgis.com .
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Position Overview We are seeking an experienced and outgoing Personal Lines Account Manager to join our team. This role is ideal for someone with strong knowledge of personal lines insurance, a client-first mindset, and the ability to provide responsive, high-quality service. The right candidate will bring positive energy, professionalism, and a passion for supporting client insurance needs while thriving in a collaborative, growth-focused environment.
Work Arrangement This is a full-time hybrid position reporting to one of our offices located in Cheshire, CT, Enfield, CT Kingston, NY, or Waterford, CT
Professional Responsibilities
Run Epic reports across branches and departments, both scheduled and ad hoc; partner with Epic support to resolve system issues
Administer user access across Epic, carrier websites, comparative rating tools, and RingCentral, including setup, removal, and troubleshooting
Support employee lifecycle activities, including onboarding, offboarding, time-off approvals, and staff directory maintenance
Coordinate and support carrier website training and continuing education tracking
Run motor vehicle reports as required
Monitor and manage shared inboxes and general staff communications
Provide operational support for firmwide initiatives, including special projects and merger and acquisition activities such as system migration and data integration
Qualifications & Requirements
1–2 years of experience in the insurance industry, preferably within a Property and Casualty agency (preferred)
Strong organizational skills with the ability to manage multiple priorities, projects, and deadlines with a high degree of accuracy and attention to detail
Excellent verbal and written communication skills, with sound professional judgment and the ability to maintain confidentiality
Strong technical aptitude and computer proficiency, including required experience with Microsoft Excel
Why us Patriot offers 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, with a focus on enhanced career opportunities and professional growth.
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. Our benefits include:
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA), 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 holidaysPersonalized PTO
401(k) with employer match
Patriot Growth Insurance Services is an equal opportunity employer 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. Hiring decisions are based solely on qualifications, merit, and business needs at the time. For more information, please review our EEO and DE&I Policy at www.patriotgis.com .
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