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    Small Business Account Manager - Oklahoma City, United States - PDCM Insurance

    PDCM Insurance
    PDCM Insurance Oklahoma City, United States

    1 week ago

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    Description

    About Patriot:

    Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States.

    We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

    Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets.

    Patriot's unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates.

    With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.


    About FBinsure :
    FBinsure is a leader in providing insurance and risk solutions for our clients.

    Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients' needs, allowing us to share our prosperity with our employees and our communities.

    FBinsure is a proud partner agency of Patriot Growth Insurance Services, LLC.

    Overview :
    At FBinsure we are committed to a client-centric approach. As a Small Business Account Manager, you are more than an insurance agent to our clients. You are an advocate, insurance educator and expert communicator.

    As a Small Business Account Manager, you will help our clients navigate the complex and oftentimes confusing world of commercial insurance.

    Insurance can be a maze for small business owners who are already stretched thin, making an advocate who can effectively translate complex insurance coverage topics, recommend actionable solutions and support them at the time of a claim so critical.

    It will be your responsibility to work with clients to ensure they are getting the best value and coverages for their business needs and budget.

    This is a full time, hybrid position reporting to our office in Fall River, MA. Must have the ability to meet on site with clients and colleagues as needed.

    Primary Job Responsibilities


    Educate clients, research claims issues, troubleshoot problems, prepare client applications, and collaborate with the client to ensure accuracy and submit information to insurance carriers.

    Process account changes, policy transfers, and the creation of new policies through established procedures and technical workflows.
    Maintain accurate documentation and records of client policies and activities through established processes.
    Navigate various sources of information, gather necessary data and input data into appropriate systems.
    Prepare insurance renewals and ensure the sales team has this information needed for client meetings.
    Cross-sell various products to existing clients to round out accounts.

    Requirements

    Minimum of 2 years industry experience
    Obtainment and maintenance of State of Massachusetts Property & Casualty insurance license
    EPIC system experience preferred but not required
    Time management skills - ability to prioritize and manage your time appropriately is key to fast-paced insurance transactions and relations with business decision-makers
    Teamwork skills - working in a collaborative environment with efficient communication ensures a smooth client experience
    Strong verbal and written communication skills

    WHY PATRIOT?

    Patriot offers the opportunity to be a part of a fast-growing company at 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.

    Benefits


    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)

    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
    #J-18808-Ljbffr
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