Personal Lines Assistant, Service Unit (Hybrid)

Patriot Growth Insurance Services is a national insurance services firm focused on growth and operational excellence. They are seeking a Personal Lines Assistant to support Account Managers in servicing and growing a personal lines book of business, focusing on policy processing, client support, and assisting with new business and renewals.

Responsibilities

• Support Account Managers with day-to-day servicing of personal lines accounts, including policy changes, renewals, and documentation
• Process new business submissions, endorsements, cancellations, and reinstatements in accordance with agency workflows and carrier requirements
• Assist with quoting, remarketing, and preparing applications and proposals for new and existing clients
• Maintain accurate and up-to-date client records within the agency management system (EPIC), ensuring compliance with documentation standards
• Serve as a point of contact for client, carrier, and third-party requests, including certificates of insurance and evidence of coverage
• Track and follow up on outstanding items using suspense systems and internal reporting tools
• Assist with claims reporting and follow up with clients, carriers, and Account Managers to ensure timely resolution
• Identify opportunities for additional coverage or referrals and escalate to Account Managers as appropriate

Skills

• 1+ years of experience in customer service or account support, preferably within the insurance industry
• High School Diploma or GED required; Associate or Bachelor's degree in Business or a related field preferred
• Property & Casualty insurance license preferred or willingness to obtain
• Familiarity with personal lines insurance products and policy servicing processes preferred
• Proficiency with agency management systems (e.g., Applied EPIC), CRM platforms, and Microsoft Office Suite
• Strong organizational and time management skills with the ability to handle multiple priorities
• Excellent communication and interpersonal skills with a client-focused approach
• High attention to detail and commitment to accuracy, confidentiality, and professional standards
• Associate or Bachelor's degree in Business or a related field
• Property & Casualty insurance license
• Familiarity with personal lines insurance products and policy servicing processes
• Proficiency with agency management systems (e.g., Applied EPIC), CRM platforms, and Microsoft Office Suite

Benefits

• 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) with employer match

Company Overview