Company:
Patriot Growth Insurance Services
Location: Marion
Closing Date: 23/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
About Douce James, A Division of Patriot Growth Insurance Services : The Douce Agency, LLC was established in 2017 in Marion, Ohio. We serve customers all over the state of Ohio, Indiana, and Michigan and specialize in multiple lines of insurance, including home, auto, life, retirement, commercial, investments, farm and crop insurance. Douce James is a proud partner agency of Patriot Growth Insurance Services.
Position Overview : The Account Manager will play a crucial role in providing superior service to Douce James' existing clients while actively pursuing new business opportunities and fostering strong client relationships. This position is responsible for writing new policies, cross-selling insurance products, and addressing client inquiries.
Work Arrangement : This is a full-time position working in our office located in Marion, OH.
Professional Responsibilities :
Patriot offers the opportunity to be a part of a fast-growing company since 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:
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
Position Overview : The Account Manager will play a crucial role in providing superior service to Douce James' existing clients while actively pursuing new business opportunities and fostering strong client relationships. This position is responsible for writing new policies, cross-selling insurance products, and addressing client inquiries.
Work Arrangement : This is a full-time position working in our office located in Marion, OH.
Professional Responsibilities :
- Provide superior service to existing clients, catering to their insurance needs promptly and effectively.
- Respond to client inquires, handle payments, requote policies, and manage policy adjustments to meet client expectations.
- Conduct policy reviews and client meetings to understand and fulfill client requirements.
- Proactively identify opportunities to cross-sell or upsell insurance products to meet client needs.
- Generate new business by actively pursuing and closing sales opportunities.
- Prepare and delivery timely and accurate insurance quotes to potential clients.
- Ensure daily banking transactions, deposits, and money transfers are completed accurately and promptly.
- Issue and deliver COIs as required by the clients.
- Utilize agency management systems to uphold the highest standard in managing and maintaining client records.
- Handle administrative tasks related to policy servicing, including payments, rate comparisons, and customer inquiries.
- Plan and organize client and office events to foster relationships and enhance Douce James' presence in the community.
- 2 or more years of experience in an account management function.
- High School Diploma/GED
- Ohio Property and Casualty Insurance License
- Excellent interpersonal and communication skills (both oral and written)
- Proficient with use of Microsoft Office Suite and products
- A passion for being part of a team that drives our company to industry leadership
- Ability to establish and maintain effective working relationships with both peers and clients
- Authorized to work in the U.S. without sponsorship
- Experience in the personal or commercial lines insurance industry, specifically in an account management function preferred
- Associate Degree or Bachelor's Degree in Sales, Business Administration, Marketing, or a similar field preferred
- Insurance designations such as CIC, AU, CPCU, etc. preferred
Patriot offers the opportunity to be a part of a fast-growing company since 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.
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
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Patriot Growth Insurance Services