Small Business Account Manager - Taunton, United States - Patriot Growth Insurance Services

Patriot Growth Insurance Services

Verified Company

Taunton, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

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, remote position reporting to our office in Taunton, MA. Must have the ability to meet on site with clients and colleagues as needed.

Primary Job Responsibilities:

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.
Crosssell 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 fastpaced insurance transactions and relations with business decisionmakers
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.

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._