Account Manager

Account Manager

About Capstone, A Division of Patriot Growth Insurance Services : Capstone Brokerage is a Risk Management, Insurance, and Employee Benefits Firm dedicated to exceeding the expectations of our clients. We operate our organization around a published set of core values : professionalism, empowerment, teamwork, accountability, and leadership. Our employees come to work every day excited to learn and take great pride in their work which translates into positive energy, accountability, and great customer service. Capstone is a proud partner agency of Patriot Growth Insurance Services.

Position Overview : The Account Manager plays a pivotal role in marketing new business opportunities and maintaining and servicing existing accounts. This position is responsible for managing client relationships, ensuring accurate policy management, addressing client inquiries, and actively participating in business development efforts.

Work Arrangement : This is a full-time position working in our office located in Las Vegas, NV.

Professional Responsibilities :

• Offer proactive guidance and recommendations to clients regarding potential coverage gaps, policy enhancements, risk management, and cost-saving strategies to meet their evolving insurance needs.
• Develop comprehensive and tailored insurance proposals for prospective clients, outlining coverage options, terms, and pricing based on their specific needs and requirements.
• Present and explain insurance quotes to clients, both for new business opportunities and policy renewals, highlighting the benefits, terms, and conditions of the proposed coverage options.
• Prepare and issue insurance certificates as required by clients, ensuring accurate and timely delivery of documentation.
• Process policy endorsements and modifications based on client requests or changes in coverage needs, ensuring policy accuracy and compliance.
• Respond to client emails and phone calls promptly, addressing inquiries, providing guidance, and offering expert advice to ensure client satisfaction and retention.
• Address client questions, concerns, and issues related to insurance policies, coverages, claims, and billing, providing clear explanations and guidance.
• Engage in marketing efforts to identify new business opportunities, including prospecting potential clients, attending industry events, and networking to expand the agency's client base.
• Review insurance contracts and policy documents to ensure accuracy, compliance with regulatory requirements, and alignment with client expectations.
• Collaborate with the accounting department in the billing processes, which includes generating invoices, verifying premium calculations, and resolving billing discrepancies.
• Supports and assists others in the audit process.

Qualifications and Requirements :

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 :

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.