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Commercial Lines Insurance Account Manager

Commercial Lines Insurance Account Manager

PDCM Insurance Inc.Georgia, VT, US
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Commercial Lines Insurance Account Manager

About Dreher Insurance, A Division of Patriot Growth Insurance Services

Dreher Insurance (Dreher) is an independent insurance agency located outside Atlanta, in Lawrenceville, GA. Dreher is family owned and operated since 2002, Dreher's business model fosters a team attitude among our employees with a vision to deliver superior client service and always remain a trusted advisor, regardless of size and tenure of a client relationship.

Position Overview

Our insurance agency seeks a motivated and dedicated insurance sales support professional and a team player to join us as a Commercial Lines Insurance Account Manager. In this role you will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional client service and support, and ensuring the continued success of our clients' businesses. The position requires a focus on habitational property and general liability, as well as professional liabilities, workers compensation, and other risk-related areas. The position will involve direct communication with insurance carriers, insurance brokers, and the insured clients.

Work Location Arrangement

This is a full-time position with initial expected work hours to take place in our Lawrenceville, GA office. After completion of an established training plan and your demonstrated success in meeting agency expectations, the position can then convert to a mutually agreed upon hybrid working arrangement.

Professional Responsibilities

  • Maintain accurate client records and client facing documents withing the agency management system
  • Provide superior client service and develop and sustain strong client relationships to maintain a high retention rate for existing accounts
  • Review and market all renewal activities and perform sales-focused activities to attract new client business
  • Generate new sales in commercial lines with a concentration in habitational property and general liabilities, professional liabilities, workers compensation, and other risks
  • Process and perform timely follow up activity on all client related policy changes, billings, premium financing and non-payments
  • Communicate and interact regularly with insurance carriers, brokers, and insureds
  • Bind coverage in a timely manner, ensuring all bound coverage is accurate and up to date
  • Multi-task effectively to handle various responsibilities and maintain a consistent workflow
  • Serve as a trusted advisor and provide satisfactory answers to an insured's questions

Qualifications and Requirements

  • Bachelor of Science degree in a business-related field
  • 3+ years relevant insurance sales support experience with an insurance broker, a carrier, or an independent insurance agency
  • Active Property and Casualty (P&C) license for the state of Georgia
  • Strong working knowledge of all Commercial Lines insurance coverages, policy types and industry-related specific requirements
  • Prior experience with successful coverage bindings
  • Working knowledge of agency management systems (AMS) and other insurance software systems
  • Proficient in the use of Microsoft Office Suite tools (including Outlook, Word, Excel)
  • Excellent interpersonal and communication skills (both written and oral)
  • Strong organizational skills and the ability to meet tight deadlines
  • Strong Work Ethic / "Can Do" Attitude / Team Player
  • About Patriot Growth Insurance Services

    Founded in 2019, Patriot Growth Insurance services (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 165 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.

    Why us :

    We offer the opportunity to be a part of one of the fastest-growing insurance companies since 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 holidays
  • Personalized PTO
  • 401 (k)
  • Salary Range

    A starting base salary in the $60,000-$65,000 range, depending on the candidate's 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 will make 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

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    Commercial Lines Insurance Account Manager • Georgia, VT, US

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