About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot's unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.
About LPL Risk Management: At LPL Risk Management, we pride ourselves in offering the highest quality insurance products and personalized service to our customers. We are committed to maintaining the utmost level of customer service and insurance expertise. We treat each of our customers like a person, not a policy. That's why we make it our goal to customize the right plan for each individual customer. For over 24 years we have provided our individual and commercial customers with the highest quality of insurance products. Our well-trained and experienced staff is dedicated to giving you the service you need. We are a proud partner agency of Patriot Growth Insurance Services.
Overview: The primary function of this position is to provide quality service to clients. The Personal Lines Account Executive is responsible for writing Personal Lines policies, managing new and existing accounts, and ensuring excellent customer service. This position involves quoting new leads, communicating with underwriters, evaluating risks, processing policy changes, and retaining existing accounts. You must have excellent communication skills, be a licensed team player, and be organized with attention to detail. Our newly remodeled office is open Monday through Friday, 9 AM - 4:30 PM EST.
This is a hybrid position based out of our office located in Ronkonkoma, NY. Salary Range: $60,000 - $70,000 Annually
Primary Job Responsibilities: Write Personal Lines policies and service existing accounts effectively.Quote new leads using various company websites to provide comprehensive coverage options.Communicate and negotiate with underwriters to assess risks and obtain suitable coverage options.Respond promptly to underwriting memos, ensuring accurate and complete information.Evaluate risk locations thoroughly to determine appropriate coverage and mitigate potential risks.Actively engage in marketing accounts to expand business opportunities and attract new clients.Manage expiration lists efficiently, ensuring timely renewals and proactive action on expiring policies.Rewrite non-renewals and canceled policies, focusing on retaining clients and mitigating risks.Process changes on existing accounts promptly and accurately.Handle payment transactions with clients, ensuring seamless and secure processing.Work on retaining and rewriting existing accounts when faced with significant uprates.Provide support by covering other desks during co-workers' absence to maintain seamless operations.Requirements: 3-4 years Personal Lines Account Management experience.Valid Property & Casualty License.Excellent verbal and written communication skills.High-level of interpersonal skills with a client-service mind-set.Well organized and detail-oriented.Quick learner that thrives in a fast-paced environment.Ability to work effectively in a team environment and collaborate with team members and other departments.Strong analytical abilities to assess client needs and recommend appropriate insurance solutions.Proficient with Microsoft Office Suite, including Word, Excel, Outlook, & Teams.Commitment to staying updated on industry trends, regulations, and best practices.Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.
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