Personal Lines Account Manager

Patriot Growth Insurance Services | Remote | Full-Time

Why This Role Matters

As a Personal Lines Account Manager, you play a critical role in helping clients protect what matters most. You'll serve as a trusted resource for policy service, coverage guidance, account maintenance, and relationship management while delivering a responsive, high-quality client experience.   In this role, you'll manage day-to-day service needs for a personal lines book of business, working closely with producers, renewal specialists, carriers, and account support teammates. Your expertise and attention to detail will help ensure policies remain accurate, clients stay informed, and service requests are handled efficiently throughout the policy lifecycle.

How You'll Make an Impact

• Build and strengthen relationships with clients, carriers, producers, and internal partners to deliver exceptional service.
• Manage policy changes, endorsements, billing inquiries, and service-related requests with accuracy, responsiveness, and attention to detail.
• Review policy documentation and coverage changes to ensure alignment with carrier requirements, agency procedures, and compliance standards.
• Coordinate new business onboarding activities to support a seamless transition from the sales process to ongoing account service.
• Identify coverage gaps, account rounding opportunities, and additional client needs, partnering with producers to support client retention and growth.
• Facilitate communication between clients, carriers, and internal teams to resolve issues and maintain a positive client experience.
• Support remarketing efforts and manage account servicing activities throughout the policy lifecycle.
• Maintain accurate documentation, account records, and system updates to support operational excellence and regulatory compliance.

Who You Are

• A client-focused professional who enjoys building long-term relationships and providing trusted guidance.
• Highly organized, with the ability to prioritize multiple responsibilities and manage competing deadlines.
• Detail-oriented and committed to accuracy when processing policy transactions and maintaining client records.
• A proactive problem solver who takes ownership of issues and works diligently toward resolution.
• An effective communicator who can clearly explain coverage, policy changes, and service-related information.
• A collaborative teammate who works well across departments and contributes to a positive team environment.