Personal Lines Account Manager (Remote)

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.

Position Overview: We are seeking a dedicated and detail-oriented Personal Lines Account Manager to manage and support a portfolio of personal insurance clients. This role is responsible for providing exceptional client service, processing policy changes, supporting new and renewal business, and maintaining accurate account documentation. The ideal candidate is a strong communicator with personal insurance experience, technical knowledge, and a customer-focused approach. This position plays a key role in building client relationships, supporting retention, and ensuring timely, accurate service throughout the policy lifecycle.

Work Arrangement: This is a full-time remote position supporting our office located in Media, PA.

Professional Responsibilities:

• Manage and service a portfolio of personal lines accounts, providing timely and professional support to clients.
• Maintain accurate client records, policy documentation, and account activity within the agency management system and electronic files.
• Build and maintain positive client relationships by delivering responsive, high-quality customer service.
• Communicate clearly and professionally with clients, insurance carrier representatives, and internal team members.
• Prepare and maintain client-facing presentation documents and policy-related materials.
• Review new business and renewal policies for accuracy, requesting corrections and following up as needed.
• Process policy change requests, endorsements, billing items, and related service transactions in a timely manner.
• Issue new and renewal automobile ID cards and other policy documentation as needed.
• Utilize carrier online systems to process service requests, obtain information, and support account activity.
• Market new and renewal business as needed, including carrier selection, online rating, and coverage analysis.
• Respond to client claim inquiries, direct clients to the appropriate carrier resources, and provide support throughout the claims process as needed.
• Stay informed on personal insurance products, carrier guidelines, technology platforms, and industry best practices.

Qualifications and Requirements:

• 2+ years of personal lines insurance experience preferred.
• Active Pennsylvania Property & Casualty insurance license required.
• Associate degree required.
• Experience with EPIC agency management system preferred.
• Strong knowledge of personal lines insurance products, coverages, rating, policy servicing, and carrier procedures.
• Excellent interpersonal, written, and verbal communication skills.
• Proficiency with Microsoft Office Suite and carrier online platforms.
• Strong organizational skills with excellent attention to detail and accuracy.
• Ability to work independently, manage multiple priorities, and take initiative in a remote work environment.
• Strategic thinker with strong comparative and technical insurance knowledge.
• Self-motivated, client-focused, and committed to delivering exceptional service.
• Ability to build strong relationships with clients, carriers, and internal team members.

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies 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)

Salary Range: $55,000 - $75,000 depending on the candidate’s 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.