Jobs at Patriot Growth Insurance Services, LLC

Manage a portfolio of employee benefits clients as primary contact: lead renewals, coordinate open enrollment and carrier submissions, prepare renewal analyses and claims reporting, support benefits administration, and drive client retention and account growth through collaboration with internal teams and carriers.

Support a high-volume book of small-group employee benefits clients by handling renewals, eligibility updates, carrier communications, and routine service requests. Maintain accurate records, respond to client inquiries, assist with remarketing, and help develop improved processes while building foundational benefits knowledge through training and team collaboration.

Serve as primary client contact for personal insurance accounts: handle inquiries, process policy changes, endorsements, renewals and new business, assist with claims coordination, maintain policy records in agency systems, communicate billing/coverage updates, collaborate with producers and underwriters, and ensure compliance to support client retention.

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.

Manage a portfolio of commercial insurance clients as primary contact: process policy changes, endorsements, renewals, audits; obtain quotes; coordinate with producers and carriers; maintain accurate account documentation; support client retention and deliver tailored commercial insurance solutions.

Manage end-to-end payroll processing and compliance for client portfolio, reconcile payroll data, support payroll/HRIS implementations, advise on tax and wage laws, generate reports for audits, and improve payroll processes while maintaining client relationships and confidentiality.

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 employee benefits client accounts, coordinate renewals and open enrollment, support benefits technology implementations, advise on ACA/CHP compliance, handle onboarding and client communications, prepare proposals and reports, and drive client retention and operational improvements.

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.

Manage and retain a commercial lines book, lead renewals and market strategy, provide consultative P&C guidance, handle policy changes and claims support, prepare submissions and negotiate with carriers, and maintain accurate policy records while building client and carrier relationships.

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 retain a portfolio of commercial insurance accounts by servicing policies, supporting renewals and remarketing, coordinating with Producers and carriers, handling policy documentation and audits, addressing claims and client concerns, identifying cross-sell opportunities, and maintaining accurate agency records to support retention and growth.

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.

Manage an assigned commercial lines book of business, market and quote renewals and new business, perform coverage reviews, negotiate with carriers, process endorsements/certificates/billing, identify coverage gaps and recommend policies, support onboarding, collaborate with advisors, and ensure high client satisfaction.

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.

Manage employee benefits client accounts, coordinate renewals and open enrollment, support benefits technology implementations, advise on ACA and CHP compliance, handle onboarding and client communications, prepare proposals and reports, and collaborate to improve processes and client retention.

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.