Property and Casualty Account Executive (Hybrid)

Fairfax, VA, United States

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 Business Benefits Group (BBG) : For nearly 30 years, Business Benefits Group has remained a recognized leader in employee benefits, HR consulting, and business insurance. We have supported thousands of businesses across many industries to help to meet their goals and achieve more as a business. We remain a benefits-centric agency, bringing the tools, resources, and solutions that employers should expect to address new challenges with rising health care costs, regulatory issues, and advancements in technology. Our team of trusted advisors help to lead our clients through these challenges, and more – while also setting a high bar for our industry as a thought leader within the industry.

Overview : The Property and Casualty (P&C) Account Executive plays a vital role in ensuring smooth renewals for all P&C accounts, delivering exceptional service to clients, and contributing to the dynamic operations of our P&C department. In this role, you will actively generate insurance certifications, fulfill service requests promptly, engage with clients over the phone to address inquiries, and take a proactive approach by presenting enhanced coverage options during renewals to enrich our clients' portfolios.

This is a full-time, hybrid role reporting to our office in Fairfax, VA.

Primary Job Responsibilities

Facilitate the renewal process for all P&C accounts, ensuring timely and accurate completion while maintaining high client satisfaction levels.

Assist clients with various service requests, addressing their inquiries promptly and effectively to meet their needs.

Create and manage certificates of insurance as required, ensuring compliance with relevant regulations and client-specific needs.

Identify opportunities to upsell or introduce new lines of coverage during the renewal process to enhance client protection and satisfaction.

Managing incoming phone calls, addressing client queries, providing information, and offering support as needed.

Generate BOR/Loss reports and conduct training sessions or refreshers for new service team members to ensure cohesive workflow and understanding of the renewal processes.

Ensure all P&C accounts are renewed promptly, and payments are processed on time, maintaining clear and timely communication with clients throughout.

Requirements

Possess a comprehensive knowledge of personal and commercial lines insurance products, including coverages, policies, procedures, and underwriting principles.

Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.

Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.

Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.

Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.

Excellent communication skills, both written and verbal, to convey information clearly and transparently.

Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success.

Proficiency in using software systems, including Customer Relationship Management (CRM) system, and Microsoft Office Suite.

Commitment to staying updated on industry trends, regulations, and best practices.

Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

Required

Education and Experience:

2 or more years of relevant experience in the insurance industry, with a focus on account management and policy renewals

Virginia Property and Casualty Insurance License

Associate Degree in Business Administration, Risk Management, Finance, or a related field.

Preferred

Virginia Life and Health Insurance License

Previous experience working in sales at a commercial or personal lines insurance agency.

Bachelor’s Degree in Business Administration, Risk Management, Finance, or a related field.

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 www.patriotgis.com.

#J-18808-Ljbffr