Jobs at Patriot Growth Insurance Services, LLC

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.

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.

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 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.

Manage and renew a portfolio of small business P&C accounts, provide client service and technical support to producers, process new business/endorsements/cancellations, prepare proposals and applications, explain audits, handle first notice of loss, maintain accurate files, and identify cross-sell opportunities.

Sell and service personal lines insurance by developing leads, educating clients on coverages, preparing proposals, submitting applications, maintaining agency management files, upselling existing accounts, and coordinating with carriers and internal departments to ensure proper coverage and timely binders.

Lead enterprise AI adoption by defining roadmap, governance, and enablement programs. Partner with IT, data, security, and business leaders to prioritize AI initiatives, evaluate vendors and architectures, scale high-value solutions, improve data and knowledge readiness, build an AI champion network, and report measurable business outcomes and adoption metrics to executives.

Manage a portfolio of commercial insurance accounts, handling policy lifecycle (renewals, endorsements, audits, billing), client and carrier coordination, market submissions, coverage review, claims support, documentation in agency systems, and mentor junior staff to ensure accurate, timely, and client-focused service.

Serve as primary client contact for employee benefits accounts: manage relationships, handle inquiries, advise on plan administration and compliance, support enrollments and renewals, lead education during Open Enrollment, and collaborate with producers and TPAs to maintain client satisfaction.

Provide administrative and client-support for commercial insurance accounts: prepare proposals, certificates, endorsements, handle client communications, assist billing and audits, and support business development and compliance efforts.

Manage day-to-day servicing of commercial insurance accounts including policy changes, renewals, quoting, and client support. Prepare proposals, maintain account documentation, collaborate with producers and carriers, troubleshoot coverage issues, and support retention and special projects to ensure high-quality client service and operational efficiency.