Personal Lines Account Manager
Patriot Growth Insurance Services, LLC, Minot, ND, United States
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 24th 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
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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
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