Patriot is a growth-focused national insurance services firm that partners with employee benefits and Property & Casualty agencies. Backed by Summit Partners.
About the role
As an Account Manager, you'll play a key role in delivering an exceptional client experience by managing service, sales, and renewal marketing support for your assigned Producer's book of business. Your knowledge of personal and commercial lines coverage, underwriting relationships, and client communication will make you the trusted go-to resource for clients, carriers, and your team alike.
What they're looking for
- Knowledgeable across personal and commercial lines products, coverages, and underwriting principles
- Skilled at building strong, lasting client relationships and tailoring solutions to their needs
- Highly organized, with the ability to prioritize and manage multiple responsibilities at once
- A persistent problem-solver who sees issues through to resolution
- A clear, confident communicator, both written and verbal
- Comfortable collaborating within a team while independently managing your own workload
More about this role
Coastline Insurance | Southport, NC | In-Office | Full-Time
As an Account Manager, you'll play a key role in delivering an exceptional client experience by managing service, sales, and renewal marketing support for your assigned Producer's book of business. Your knowledge of personal and commercial lines coverage, underwriting relationships, and client communication will make you the trusted go-to resource for clients, carriers, and your team alike.
In this role, you'll serve as the primary liaison between clients, insurance carriers, and brokers, resolving service issues, marketing renewals, and identifying opportunities to round out coverage. You'll be part of a collaborative environment where your organizational skills, insurance knowledge, and attention to detail directly support long-term client relationships and agency growth.
- Serve as the primary service contact for your assigned Producer's book of business, building trusted, responsive relationships with clients.
- Act as the liaison between clients and carrier/broker underwriters, resolving coverage questions, billing issues, and policy changes.
- Review coverages with insureds and counsel them on policy terms,...
Read the full posting on Patriot Growth Insurance Services, LLC's site ↗
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