Personal Lines Account Manager (Hybrid)
PDCM Insurance Inc., Commack, NY, United States
Position Overview
We are seeking an experienced Personal Lines Account Manager to support and grow an existing book of business while delivering exceptional client service. This role focuses on managing policy lifecycles, strengthening client relationships, and identifying opportunities for additional coverage. The ideal candidate is proactive, detail-oriented, and committed to providing a high-quality client experience.
Work Arrangement This is a full-time, hybrid position working from one of our Long Island, NY offices.
Professional Responsibilities
Serve as the primary point of contact for assigned personal lines clients, ensuring responsive and professional service.
Manage the full policy lifecycle, including quoting, renewals, endorsements, and account updates.
Evaluate client risk exposures and recommend appropriate coverage solutions aligned with underwriting guidelines.
Proactively communicate with clients to address needs, resolve issues, and identify cross-selling and referral opportunities.
Act as a trusted advisor by explaining coverage options and helping clients make informed insurance decisions.
Review incoming communications and delegate tasks to Personal Lines Assistants to maintain workflow efficiency.
Support and mentor Personal Lines Assistants, providing guidance on complex service and claims-related matters.
Maintain accurate documentation within the agency management system (EPIC) and ensure compliance with internal standards.
Qualifications and Requirements
3-5 years of experience in account management or customer service, preferably within personal lines insurance.
Active Property & Casualty insurance license required.
Bilingual in English and Spanish preferred, but not required.
Strong knowledge of personal lines insurance products, coverages, and underwriting principles.
Proficiency with agency management systems (e.g., Applied EPIC), CRM platforms, and Microsoft Office Suite.
Proven ability to build and maintain strong client relationships and deliver customized solutions.
Excellent communication and interpersonal skills, both written and verbal.
Strong organizational and problem‑solving skills with the ability to manage multiple priorities.
High level of professionalism with a commitment to confidentiality and ethical standards.
Associate or Bachelor’s degree in Business, Risk Management, or a related field preferred.
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.
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA)
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) with employer match
*A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
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. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
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Work Arrangement This is a full-time, hybrid position working from one of our Long Island, NY offices.
Professional Responsibilities
Serve as the primary point of contact for assigned personal lines clients, ensuring responsive and professional service.
Manage the full policy lifecycle, including quoting, renewals, endorsements, and account updates.
Evaluate client risk exposures and recommend appropriate coverage solutions aligned with underwriting guidelines.
Proactively communicate with clients to address needs, resolve issues, and identify cross-selling and referral opportunities.
Act as a trusted advisor by explaining coverage options and helping clients make informed insurance decisions.
Review incoming communications and delegate tasks to Personal Lines Assistants to maintain workflow efficiency.
Support and mentor Personal Lines Assistants, providing guidance on complex service and claims-related matters.
Maintain accurate documentation within the agency management system (EPIC) and ensure compliance with internal standards.
Qualifications and Requirements
3-5 years of experience in account management or customer service, preferably within personal lines insurance.
Active Property & Casualty insurance license required.
Bilingual in English and Spanish preferred, but not required.
Strong knowledge of personal lines insurance products, coverages, and underwriting principles.
Proficiency with agency management systems (e.g., Applied EPIC), CRM platforms, and Microsoft Office Suite.
Proven ability to build and maintain strong client relationships and deliver customized solutions.
Excellent communication and interpersonal skills, both written and verbal.
Strong organizational and problem‑solving skills with the ability to manage multiple priorities.
High level of professionalism with a commitment to confidentiality and ethical standards.
Associate or Bachelor’s degree in Business, Risk Management, or a related field preferred.
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.
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA)
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) with employer match
*A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
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. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
#J-18808-Ljbffr