Personal Lines Account Manager (Hybrid)

About EIFS, A Division of Patriot Growth Insurance Services: Since 1985, Executive Insurance & Financial Services (EIFS) has been a trusted independent insurance agency serving individuals and businesses across New York, Florida, and beyond. As a full-service firm, we are dedicated to providing personalized insurance and employee benefits solutions tailored to each client’s unique needs. Our experienced team offers a wide range of coverage options-including commercial lines, personal insurance, and employee benefits-backed by a commitment to exceptional service and long-term relationships. Guided by our purpose of “Helping People through the Power of Insurance,” we work closely with our clients to protect what matters most.

Position Overview: We are seeking a client-focused and detail-oriented Personal Lines Account Manager to support the day-to-day servicing of personal insurance accounts. This role is responsible for handling client inquiries, processing policy changes, supporting claims, and maintaining accurate account documentation. The ideal candidate is responsive, organized, and able to manage multiple priorities in a fast-paced environment. This position plays a key role in supporting client retention, strengthening relationships, and delivering a seamless client experience.

Work Arrangement: This is a full-time hybrid position reporting to our office located in Bohemia, NY.

Professional Responsibilities:

• Serve as a primary point of contact for client inquiries, providing timely and professional support by phone, email, and in person.
• Process policy changes, endorsements, renewals, and new business transactions accurately and in accordance with carrier guidelines.
• Assist clients with claims by facilitating submissions, providing updates, and coordinating with adjusters and insurance carriers.
• Maintain accurate client records, policy documentation, and account activity within the agency management system.
• Communicate proactively with clients regarding policy updates, billing questions, coverage details, and service requests.
• Collaborate with Account Managers, Producers, underwriting teams, carriers, and internal team members to resolve client issues and support service needs.
• Ensure compliance with agency procedures, carrier requirements, and industry regulations.
• Build and maintain strong client relationships to support retention, satisfaction, and overall account success.
• Stay informed on personal lines insurance products, carrier guidelines, coverage changes, and industry best practices.

Qualifications and Requirements:

• 3+ years of experience managing Personal Lines insurance accounts.
• Active New York Property & Casualty insurance license required.
• High school diploma or equivalent required; Associate or Bachelor’s degree preferred.
• Experience with policy servicing, quoting, renewals, endorsements, or claims handling in a Personal Lines environment preferred.
• Proficiency with agency management systems, carrier portals, and Microsoft Office Suite.
• Applied Epic experience strongly preferred.
• Strong interpersonal, written, and verbal communication skills.
• Strong organizational skills with the ability to manage multiple priorities, maintain accuracy, and meet deadlines in a fast-paced environment.
• Proven ability to build and maintain effective relationships with clients, carriers, and internal team members.
• Detail-oriented, responsive, and committed to delivering high-quality client service.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and 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)

Pay Range: $75,000 - $80,000 per year depending on experience

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. 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.

This 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 at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.