Small Business Account Manager (Remote) in at Patriot Growth Insurance Services

About Schaefer Enterprises, A Division of Patriot Growth Insurance Services: Schaefer Enterprises provides business and personal insurance products that protect, restore, recover and renew. We help our clients manage risk with proactive strategies that help them plan for the future and prepare for the unexpected. We were founded on this simple principle: to keep insurance costs down and long-term security up. Paired with exceptional customer service, Schaefer Enterprises boasts one of the highest client retention rates in the industry. We are headquartered in New York City, are licensed in all 50 states and help insure clients nationwide.

Position Overview: We are seeking a dynamic and experienced Commercial Lines Account Executive to join our team in New York. In this role, you will be responsible for managing a portfolio of commercial insurance clients, fostering strong relationships, and ensuring the delivery of tailored insurance solutions. The ideal candidate will possess deep knowledge of commercial lines products and services, as well as exceptional communication and negotiation skills.

Work Arrangement: This is a full-time remote position that supports our office located in New York, NY.

Professional Responsibilities:

• Build strong relationships with assigned clients and understand their unique insurance needs by providing personalized service, advice, and support throughout the policy lifecycle.
• Identify opportunities to secure new policies and manage the renewal process for existing clients.
• Complete the renewal marketing process which entails utilizing online quoting tools, preparing applications, and submitting them to surplus markets for review.
• Evaluate and present renewal quotes to clients to assist them in selecting the most suitable options.
• Handle daily servicing by promptly addressing client calls related to changes needed, billing inquiries, certificate handling, and audit questions.
• Report new claims and follow up on existing claims to ensure timely resolution.
• Serve as a liaison between insureds and insurers to facilitate effective communication and resolution of issues.
• Issue certificates by reviewing policies and ensuring compliance with certificate requirements.
• Generate and distribute renewal certificate batches to ensure efficient and accurate policy documentation, and online certificate updating for third parties.
• Provide desk coverage in the absence of other Account Managers, ensuring continuity of service and timely response to client needs.

Qualifications and Requirements:

• 5 years of experience as a Commercial Lines Small Business Account Manager preferred
• High School Diploma, Associate Degree in Business Administration, or similar preferred
• NY State Property & Casualty insurance license
• Proficient with use of Microsoft Office Suite and products, with Applied EPIC experience preferred
• Proven experience in building and maintaining strong client relationships, with a focus on understanding and meeting unique client needs through customized insurance solutions.
• Provide empathetic and supportive assistance by being responsive to client needs and proactively enhancing the client experience.
• Excellent interpersonal and communication skills (both oral and written)
• Ability to establish and maintain effective working relationships with both peers and clients.
• Authorized to work in the U.S. without sponsorship

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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 160 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 continual learning and enhanced career opportunities for our dedicated, 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) with employer match

Pay Range: $65,000 - $75,000 per year 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.