Jobs at Patriot Growth Insurance Services, LLC

Manage a portfolio of employee benefits clients as a trusted advisor: lead renewals, design strategic benefit solutions, educate employees, maintain documentation, coordinate with carriers/vendors, identify growth opportunities, and support retention and compliance.

Provide front-desk and administrative support for an insurance office: greet clients, answer calls, process account changes and payments, schedule appointments, manage mail and supplies, maintain records, and support administrative projects to ensure smooth office operations and high-quality client service.

Provide in-office client service for personal lines policies: answer calls, process payments and policy changes, maintain client files, schedule appointments, and support office operations while obtaining and maintaining an Ohio insurance license.

Manage a portfolio of personal lines clients: market new and renewal business, serve as primary client contact, facilitate claims communication, obtain quotes and binders, resolve service issues, maintain accurate account records, review policy documents, and collaborate with internal teams to support retention and carrier relationships.

Lead the enterprise transformation PMO and deliver high-priority cross-functional initiatives. Own portfolio governance, reporting, RAID and stage-gate discipline, resource sequencing, and executive decision support. Drive adoption with Change Management and Value teams, unblock cross-functional issues, and ensure measurable business impact from strategy through execution.

Manage full lifecycle of employee benefits accounts: lead renewals and open enrollment, administer benefits, liaise with carriers/vendors, prepare renewal analyses and enrollment materials, resolve claims/billing issues, maintain account records, and deliver client education to support retention and plan performance.

Manage a portfolio of employee benefits clients as a strategic advisor. Lead renewal strategy and execution, present plan analyses, coordinate account workflows, educate clients on compliance, advocate with carriers/vendors, conduct open enrollment education, and collaborate with internal teams to improve benefit plans and drive client retention.

Manage a portfolio of commercial insurance clients handling new business and renewals, policy changes, carrier coordination, claims guidance, and documentation. Support client retention, prepare proposals, process service requests, identify cross-sell opportunities, and collaborate with Producers, carriers, and internal teams to ensure accurate, timely account servicing.

Sell and service commercial lines insurance by prospecting new clients, assessing needs, presenting tailored policies, negotiating with carriers, and maintaining client relationships. Meet sales targets, manage documentation and compliance, monitor industry trends, and provide excellent customer service to retain and grow accounts.

Manage and renew commercial client accounts, provide proactive service and technical support to producers, process new business and endorsements, prepare submissions and proposals, handle claims intake, maintain accurate electronic files, and identify cross-sell opportunities while ensuring policies are placed and renewed per agency standards.

Develop and maintain client relationships to generate and retain insurance business. Network, prospect, make outbound calls, provide high-level service, and maintain accurate records in the agency management system.

Prospect, acquire, and service personal and commercial insurance clients through face-to-face relationship building. Assess client risk, recommend coverage, source carrier quotes, prepare proposals, and execute strategic sales plans. Maintain client relationships, track sales metrics, collaborate with internal teams for onboarding and servicing, and stay current on market and regulatory trends.

Drive new business and manage a portfolio of employee benefits clients through consultative sales, onboarding, renewals, renewals meetings, compliance guidance, carrier relationships, and client education to ensure high service and retention.

Serve as a strategic claims advisor managing catastrophic, litigated, and high-severity commercial claims. Lead claim strategy, negotiate settlements, analyze policy language, coordinate with attorneys and carriers, perform root-cause loss analyses, support underwriting and renewals, mentor consultants, and present claims and loss trends to senior client leadership.

Provide administrative support to Employee Benefits Account Management for small group clients: assist renewals, process enrollments and terminations, handle client inquiries, maintain records, prepare client materials, coordinate with carriers, and support compliance including ACA documentation.

Manage a portfolio of personal insurance accounts by handling renewals, policy changes, client inquiries, re-quoting and remarketing personal lines. Recommend coverage adjustments, seek discounts, support sales agents, maintain agency records, build underwriter relationships, and stay current on industry practices to ensure clients are properly insured.

Prospect, engage, and build client relationships to sell and implement strategic employee benefits solutions using the BenefitsEdge platform. Conduct research, meetings, presentations, and tradeshows; create tailored Strategic Benefits Plans and ScoreCards; complete consultant-of-record changes; transition clients to account teams; maintain Salesforce records; support open enrollment, reviews, and conferences; uphold confidentiality and professional presence.

Manage a portfolio of personal lines insurance accounts by servicing policies, handling renewals, endorsements, billing, and client inquiries. Quote new business across carriers, review accounts for coverage gaps and discounts, prepare re-quotes, support producers with sales and admin tasks, maintain agency management system records, and build client and carrier relationships to drive retention and growth.

Manage the full lifecycle of employee benefits accounts including renewals, open enrollment, onboarding, carrier coordination, claims support, and client communications. Maintain accurate records, prepare client materials, and collaborate with internal teams to ensure high-quality service and client retention.

Manage and renew a portfolio of commercial P&C accounts, service client needs, prepare submissions and proposals, support producers with technical coverage guidance, process endorsements/cancellations, handle claims first notices, and maintain accurate account records while identifying cross-sell opportunities.