Personal Lines Account Manager (Hybrid)

Posted Yesterday
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Buffalo, NY, USA
Hybrid
26-31 Hourly
Mid level
Agency • Insurance • Professional Services • Consulting
The Role
Support new personal-lines business by gathering client data, generating carrier quotes via rating systems, preparing applications and proposals, negotiating with underwriters, maintaining submission and client records, and assisting Producers and Account Managers to achieve competitive placements and strong client service.
Summary Generated by Built In

About Promark, A Division of Patriot Growth Insurance Services: At Promark Partners we understand the important role insurance plays in providing clients, and their businesses, with financial security and peace of mind. Our state-of-the-art agency management program, dedicated staff, and absolute commitment to maintaining the highest level of integrity, professionalism and unparalleled customer service assures our clients they are always our priority. Promark Partners Insurance (PPI) Services began in 1977 as an association of three insurance agencies with over 45 years of combined experience, and the desire to pool their knowledge and expertise to build one agency dedicated to serving all the needs of their clients. Today this remains the focus of the agency with a highly skilled staff capable of providing personal, commercial, and professional insurance along with a full range of financial services and risk management.

Position Overview: We are seeking an experienced and detail-oriented Personal Lines Account Manager to support new business marketing and placement for personal insurance accounts. This role is responsible for gathering client information, completing applications, obtaining carrier quotes, preparing proposals, and supporting Producers with new business opportunities. The ideal candidate has strong personal lines marketing experience, excellent organizational skills, and the ability to build effective relationships with carrier underwriters and internal teams. This position plays a key role in supporting new business growth, competitive placement, and a high-quality client experience.

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

Professional Responsibilities:

  • Identify and evaluate new business opportunities for Producers by obtaining, reviewing, and analyzing carrier quotations and responses.
  • Gather required client data, complete applications, and submit new business opportunities to insurance carriers for marketing.
  • Prepare applications, supplemental documents, proposals, and presentation materials for prospective clients.
  • Utilize carrier online rating systems to generate quotes and support new business placement.
  • Analyze pricing, coverage options, carrier terms, and proposal details to help identify competitive solutions.
  • Negotiate pricing and coverage options with carrier underwriters to support agency growth and client needs.
  • Assist Commercial Lines Account Managers with remarketing renewal business, reviewing quotes, and supporting placement strategy as needed.
  • Create proposals and client-facing materials in accordance with established agency procedures.
  • Maintain accurate internal client, carrier, submission, and marketing data within agency systems.
  • Build and maintain strong working relationships with carrier underwriters, Producers, Account Managers, and internal team members.

Qualifications and Requirements:

  • Minimum of 2 years of personal lines carrier marketing experience required.
  • Minimum of 4 years of insurance industry experience required.
  • Strong knowledge of personal lines insurance products, carrier rating systems, underwriting requirements, and new business marketing processes.
  • Experience preparing applications, supplemental documents, proposals, and carrier submissions.
  • Strong organizational and multitasking skills with the ability to manage deadlines, details, and competing priorities accurately.
  • Excellent written and verbal communication skills.
  • Strong comprehension and analytical skills with the ability to review quotes, coverage options, and carrier responses.
  • Ability to establish and maintain effective working relationships with peers, Producers, Account Managers, carrier partners, and clients.
  • Team-oriented mindset with a passion for contributing to company growth and industry leadership.

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 across 48 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: $26.44 - $31.25 per hour 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.

Skills Required

  • Minimum of 2 years personal lines carrier marketing experience
  • Minimum of 4 years insurance industry experience
  • Strong knowledge of personal lines insurance products, carrier rating systems, underwriting requirements, and new business marketing processes
  • Experience preparing applications, supplemental documents, proposals, and carrier submissions
  • Ability to utilize carrier online rating systems to generate quotes and support new business placement
  • Strong organizational and multitasking skills with ability to manage deadlines and competing priorities
  • Excellent written and verbal communication skills
  • Strong comprehension and analytical skills to review quotes, coverage options, and carrier responses
  • Ability to build and maintain effective working relationships with underwriters, Producers, Account Managers, and clients
  • Team-oriented mindset and commitment to company growth
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The Company
1,100 Employees

What We Do

Patriot Growth Insurance Services is a national insurance services firm that partners with property and casualty and employee benefits agencies across the United States. The company combines the high-touch service of a boutique firm with the scale and negotiating power of a top 25 national brokerage to provide customized insurance solutions and specialized industry expertise tailored to each client's unique goals.

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