About Patriot: 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 26th 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 1,800 employees operating in 135 locations across 27 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.
About Churchill, A Division of Patriot Growth Insurance Services: Churchill is one of the premier risk management consultants and insurance brokers in California. Our team of advisors help clients manage their risks in workers' compensation, group employee benefits, property and casualty, and other areas of specialized exposure.
Overview: The primary function of this position is to provide quality service to clients. The Account Executive will be the day-to-day liaison between the insurance company, agent, and their clients. Daily servicing of clients will include addressing various coverage issues and handling all the inside service work associated with the clients account, including all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding of policies. The only exceptions are bond and claims related items which are handled by those departments.
This is a full-time, remote position. Must have access to high-speed internet and a quiet dedicated workspace.
Primary Job Responsibilities:
- Build and maintain relationships with clients.
- Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence.
- Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly.
- Maintain client files in Epic and use Epic for processing all transactions.
- Process daily incoming mail, and phone requests, responding promptly and appropriately.
- Handle cancellations with care, and acts to save accounts (if applicable) and notifies producer.
- Assist with preparing proposals and applications, submit to insured’s and carriers (or marketing department); follow up to insure timely responses.
- Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.) to help clients.
- Assist clients in making appropriate coverage changes; inform and educate clients about coverage’s, exclusions, exposures, and audits and document electronic file accordingly.
- Renew and re-market accounts as needed in conjunction with agency standards.
- Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
- Occasionally accompanies producer on prospect or client meetings.
- Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Determines if agency or direct billing and invoices accordingly. If it’s an agency bill account, enter the premium into the system, and forward accounting company invoice for further processing by their department.
- Must update the Epic system accordingly using the Epic guidelines.
- Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Set up finance contracts with and help negotiate rates when applicable.
- Keep informed regarding industry information, and new product information.
Requirements:
- 5 or more years' experience as a Commercial Lines Account Manager/Executive
- Currently hold an active California Property & Casualty license.
- Experience working in a hybrid or remote environment.
- Understanding of commercial insurance underwriting, coverage & rate analysis.
- Knowledge of insurance coverages and an ability to communicate this clearly to clients
- and underwriters.
- Strong written and verbal communication skills.
- Ability to organize, prioritize and self-manage workload.
- Computer literate with experience using Microsoft Office Suite products.
- Ability to work in a team environment, with a positive attitude, and willingness to help
- others.
- Able to work under pressure and with time constraints in a fast-paced environment.
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)
Salary Range: $80,000 - $100,000 depending on 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 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 www.patriotgis.com.