Personal Lines Account Manager
PDCM Insurance Inc., Minot, ND, United States
Careers At Patriot Growth Insurance Services and Partner Agencies
Current job opportunities are posted here as they become available.
About Western Agency Inc, a Division of Patriot Growth Insurance Services 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 24 th largest broker in the U.S. as of December 2024.
Position Overview Our agency is seeking a dedicated and detail-oriented insurance professional with a strong background in personal insurance and exceptional customer service skills, to join our team as a Personal Lines Insurance Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts, ensuring their insurance needs are met. This will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, then we want to speak with you!
Work location This is a full-time position working in our office located in Minot, ND.
Professional Responsibilities
Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
Review current clients’ existing account activities while seeking available discounts and making impactful coverage recommendations
Review and evaluate current coverage limits to ensure client is properly insured
Provide re-quote and remarket services to clients for all personal lines insurance products as needed or requested by the client
Provide sales support to our Sales Agents and help other members of your team as needed
Build and maintain effective relationships with underwriters and client personnel
Ensure all client documents are properly input into the agency database
Stay current and commit to continued learning on all relevant matters in the insurance industry
Qualifications and Requirements
A Bachelor of Science degree is preferred; A High school diploma or its equivalent is required
2+ years of relevant work experience in insurance sales
Prior experience in Property & Casualty (P&C) Insurance sales focused on the Personal Lines marketspace
Must have or be willing to obtain an active P&C insurance license
Working knowledge of Applied EPIC or other relevant agency management systems
Proficient in use of Microsoft Outlook Suite tools, including Excel
Excellent interpersonal and communication skills (both oral and written)
Strong organizational skills and works well in a collaborative environment
Ability to self-manage workload and meet deadlines independently
Authorized to work in the U.S. without sponsorship now and in the future
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 and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and across 48 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.
Why join us We offer you 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 holidays
Personalized PTO
401 (k)
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 its hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
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About Western Agency Inc, a Division of Patriot Growth Insurance Services 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 24 th largest broker in the U.S. as of December 2024.
Position Overview Our agency is seeking a dedicated and detail-oriented insurance professional with a strong background in personal insurance and exceptional customer service skills, to join our team as a Personal Lines Insurance Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts, ensuring their insurance needs are met. This will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, then we want to speak with you!
Work location This is a full-time position working in our office located in Minot, ND.
Professional Responsibilities
Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
Review current clients’ existing account activities while seeking available discounts and making impactful coverage recommendations
Review and evaluate current coverage limits to ensure client is properly insured
Provide re-quote and remarket services to clients for all personal lines insurance products as needed or requested by the client
Provide sales support to our Sales Agents and help other members of your team as needed
Build and maintain effective relationships with underwriters and client personnel
Ensure all client documents are properly input into the agency database
Stay current and commit to continued learning on all relevant matters in the insurance industry
Qualifications and Requirements
A Bachelor of Science degree is preferred; A High school diploma or its equivalent is required
2+ years of relevant work experience in insurance sales
Prior experience in Property & Casualty (P&C) Insurance sales focused on the Personal Lines marketspace
Must have or be willing to obtain an active P&C insurance license
Working knowledge of Applied EPIC or other relevant agency management systems
Proficient in use of Microsoft Outlook Suite tools, including Excel
Excellent interpersonal and communication skills (both oral and written)
Strong organizational skills and works well in a collaborative environment
Ability to self-manage workload and meet deadlines independently
Authorized to work in the U.S. without sponsorship now and in the future
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 and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and across 48 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.
Why join us We offer you 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 holidays
Personalized PTO
401 (k)
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 its hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
#J-18808-Ljbffr