Personal Lines Account Manager (Hybrid)

Careers At Patriot Growth Insurance Services and Partner Agencies Current job opportunities are posted here as they become available. Back To Openings Personal Lines Account Manager (Hybrid) Department: PL � Middle Market Location: Bohemia, NY START YOUR APPLICATION About EIFS, A Division of Patriot Growth Insurance Services: Since 1985, Executive Insurance & Financial Services (EIFS) has been a trusted independent insurance agency serving individuals and businesses across New York, Florida, and beyond. As a full-service firm, we are dedicated to providing personalized insurance and employee benefits solutions tailored to each client�s unique needs. Our experienced team offers a wide range of coverage options-including commercial lines, personal insurance, and employee benefits-backed by a commitment to exceptional service and long-term relationships. Guided by our purpose of �Helping People through the Power of Insurance,� we work closely with our clients to protect what matters most. Position Overview: We are seeking a client-focused Personal Lines Account Manager to support day-to-day servicing of personal insurance accounts. This role is responsible for handling client inquiries, processing policy changes, and assisting with claims to ensure a seamless client experience. The ideal candidate is detail-oriented, responsive, and able to manage multiple priorities in a fast-paced environment. This position plays a key role in supporting client retention and delivering high-quality service. Work Arrangement: This is a full-time hybrid position reporting to our office located in Bohemia, NY. Professional Responsibilities: Serve as a primary point of contact for client inquiries, providing timely and professional support via phone, email, and in person. Process policy changes, endorsements, renewals, and new business transactions accurately and in accordance with carrier guidelines. Assist clients with claims by facilitating submissions, providing updates, and coordinating with adjusters and carriers. Maintain accurate client records and policy documentation within the agency management system. Communicate proactively with clients regarding policy updates, billing, and coverage details. Collaborate with Account Managers, Producers, and underwriting teams to resolve client issues and support service needs. Ensure compliance with agency procedures, carrier requirements, and industry regulations. Build and maintain strong client relationships to support retention and overall satisfaction. Qualifications and Requirements: 3+ years of experience managing Personal Lines accounts. New York P&C license required. High school diploma or equivalent required; associate or bachelor�s degree preferred. Experience with policy servicing, quoting, or claims handling in a personal lines environment preferred. Proficient with agency management systems and Microsoft Office Suite. Strong interpersonal and communication skills, both written and verbal. Ability to manage multiple priorities, maintain accuracy, and meet deadlines in a fast-paced environment. Proven ability to build and maintain effective relationships with clients, carriers, and internal teams. Authorized to work in the U.S. without sponsorship. About Patriot Growth Insurance Services: 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 currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot�s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating...