About Promark Partners, A Division of Patriot Growth Insurance Services: At Promark, we understand the important role insurance plays in providing clients and their businesses with financial security and peace of mind. Our state of the art agency management program, dedicated staff, and absolute commitment to maintaining the highest level of integrity, professionalism and unparalleled customer service assures our clients they are always our first priority. Promark Partners Insurance (PPI) Services began in 1977 as an association of three insurance agencies with over 50 years of combined experience, and the desire to pool their knowledge and expertise to build one agency dedicated to serving all the needs of their clients. Today this remains the focus of the agency with a highly skilled staff capable of providing personal, commercial, and professional insurance along with a full range of financial services and risk management. We are proud to be a division of Patriot Growth Insurance Services.

Position Overview: Our company seeks a Commercial Lines Account Executive who excels in providing superb customer service to ensure prospects and clients have the appropriate insurance coverage. This role has a focus on clients in the professional services industry. In this position, you will collaborate with other team members to provide comprehensive consultation and excellent client service. Responsibilities of this role include working with incoming prospects to build and maintain a book of business. This position will emphasize serving as a consultant and advisor to the clients to ensure continued business retention.

Work Arrangement: This is a full-time, in-office position based out of our Williamsville, NY office.

Professional Responsibilities:

• Build and maintain relationships by providing comprehensive consultation and support to clients, including all lines of property and casualty insurance with a focus on professional liability
• Maintain ongoing touchpoints with prospects and current clients to ensure their insurance and risk needs are being met.
• Assume a leadership role for clients in book of business by providing strategic account management and consultation and recommending tailored insurance solutions
• Respond timely to client requests for service and risk related items including policy review, contract review, claims, and other related matters
• Maintain the confidentiality of all sensitive client information and records, and agency records and database
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information
• Work closely with Producers and Account Managers to help solve problems, ensure client needs are met and insurance placement secure
• Schedule and coordinate routine touch-base conversations, pre-renewal, and renewal meetings for assigned clients.
• Assist with insurance underwriting and carrier/underwriter negotiations when it comes to insurance quotes and placement for clients
• Prepare renewal proposals to clients, including discussion items and recommendations
• Conduct data analysis and work comp analyses proactively and upon request
• Pursuing professional growth in the industry and stay informed about industry developments and emerging trends
• Commitment to staying updated on industry trends, regulations, and best practices through training, certification courses, and industry conferences or webinars

Qualifications and Requirements:

• 2+ years of relevant work experience in the insurance industry, with a focus on account management, risk management, and/or production/sales in the professional services industry
• Bachelor’s degree in a business-related field is preferred
• Active P&C Insurance license
• Strong understanding of risk management principles
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions
• Proficiency in use of Microsoft Office Suite tools
• Excellent interpersonal and communication skills (both written and oral)
• Strong organizational skills and project management abilities

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 ranked as the 24th 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 2,000 employees operating in over 160 locations across 47 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.

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)

Pay Range: $65,000 - $75,000 per year depending on experience.

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

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.