Personal Lines Account Manager (Hybrid)

Work Arrangement Full‑time, hybrid position based at a Long Island, NY office. 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. Professional Responsibilities Serve as 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. Pay Range $74,000 – $84,000 per year plus commission depending on experience. Salary analysis is performed per state pay transparency law and considers experience, education, certifications and seniority relative to comparable roles. Benefits 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 Parental Leave Paid holidays Personalized PTO 401(k) with employer match Equal Opportunity Employer Patriot Growth Insurance Services is an equal‑opportunity employer committed to diversity and inclusion. 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. The 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. For more information, read through our EEO and DE&I Policy on our website at www.patriotgis.com #J-18808-Ljbffr