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SalaryAbout 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 Shapiro: Shapiro Insurance Group (SIG) is a professional insurance brokerage firm with offices located throughout the state of Florida. We specialize in Property and Casualty lines of insurance for both Commercial and Personal Clients. Shapiro Insurance Group is backed by Patriot Growth Insurance Services, a top 50 privately held insurance agency with 80 offices and more than 968 professionals located throughout the country.
Overview: We are seeking an Account Manager to join our growing Commercial Lines division. Our experienced Commercial Lines team helps clients navigate insurance for their business and proactively manage their risk.
This position is responsible for supporting the sales process by providing superior customer service to current and prospective clients regarding policy changes, quotes, and insurance renewal information. The ideal candidate must be detail-oriented and have the ability to organize a multi-task workload.
This is a full-time remote position with a preference near South West Florida area.
Primary Job Responsibilities:
- Educate clients, research claims issues, troubleshoot problems, prepare client applications, and collaborate with the client to ensure accuracy and submit information to insurance carriers.
- Process account changes, policy transfers, and the creation of new policies through established procedures and technical workflows.
- Maintain accurate documentation and records of client policies and activities through established processes.
- Navigate various sources of information, gather necessary data and input data into appropriate systems.
- Prepare insurance renewals and ensure the sales team has this information needed for client meetings.
- Cross-sell various products to existing clients to round out accounts.
Requirements:
- Strong verbal and written communication skills
- A passion for being part of a team that drives our company to industry leadership
- 2-20 Insurance license
- Minimum 2 years relevant experience
WHY PATRIOT?
Patriot offers the opportunity to be a part of a fast-growing company at 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)
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.
