Personal Lines Account Manager (Hybrid)

Personal Lines Account Manager

About Safegard, A Division of Patriot Growth Insurance Services : The Safegard Group, Inc. is a regional insurance brokerage and risk management consulting agency that services corporate, institutional, professional, and individual clients. We take a partnership approach to providing custom designed insurance programs and risk management solutions. Safegard is dedicated to superior service that is often not evident in the brokerage community. We have experienced outstanding growth since our 1994 inception, and we continue to selectively solicit accounts that value our technical and service capabilities. By utilizing our long-term relationships with insurers, third party providers, and key industry resources, we are able to provide comprehensive solutions and services to our clients. Safegard has three primary business divisions : Commercial Lines, Personal Lines, and Employee Benefits. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview : We are seeking a dedicated and detail-oriented Personal Lines Account Manager to join our experienced team of professionals who emphasize collaboration, responsiveness and client advocacy. In this role, you will be responsible for delivering exceptional service and customized insurance solutions that address the complex and unique needs of affluent clients.

The ideal candidate will bring a strong background in personal insurance, with demonstrated experience serving high net worth clientele. Superior communication skills, discretion, and a client-first mindset are essential, along with the ability to thrive in a fast-paced, service-driven environment.

If you are passionate about delivering white-glove service, building trusted relationships, and navigating the intricacies of high-value personal lines coverage, we invite you to apply for this exciting opportunity to grow and excel in the insurance industry.

Work Arrangement : This is a full-time position that can be hybrid or remote. This position supports our office located in Media, PA.

Professional Responsibilities :

• Maintain accurate records within agency management system and electronic files.
• Understanding of risk management strategies for luxury properties, collectibles and other high-value assets.
• Strong consultative skills, including the ability to build trust, uncover client priorities, and recommend appropriate coverage strategies.
• Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional, confident, clear and concise.
• Prepare and maintain client-facing presentation documents.
• Review all renewal and new business policies for accuracy and request corrections as needed.
• Billing and non-payment follow-up.
• Process policy change requests. Responsible for timely endorsement follow-up, as well as billing.
• Issue new and renewal Automobile ID Cards as needed.
• Efficiently utilize insurance carrier online systems.
• Market new and renewal business as necessary including market selection, online rating, and coverage analysis.
• Field calls regarding claims; direct clients to appropriate carrier for submitting claims and assist clients with questions regarding claims as necessary.

Qualifications and Requirements :

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, Patriots 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.

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.