Teams at Patriot Growth Insurance Services, LLC

Manage a complex book of commercial insurance accounts, handling renewals, ratings, proposals, carrier communications, policy servicing, billing issues, and documentation. Support Producers and sales teams to drive retention and account growth while ensuring operational efficiency and excellent client service.

Sell and manage employee benefits to middle and large-market businesses. Advise on benefits, HR, and risk solutions; generate new business; manage renewals; collaborate with account teams; maintain client records and industry knowledge to grow a profitable book of business.

Record, apply, and reconcile insurance carrier cash receipts; investigate and resolve payment discrepancies; produce reconciliation and cash flow reports; support month-/year-end close, audits, and process improvements while collaborating with carriers, agency teams, and internal stakeholders.