About Legacy, A Division of Patriot Growth Insurance Services: Legacy Insurance Solutions was founded on the principle of providing our clients with the most effective insurance products and solutions for their needs, while giving them the highest level of customer service. With well over 50 years of combined experience in the insurance industry, our professionals continue to build upon our family’s legacy, which is to truly put our clients’ interests at the forefront. The unique experiences of owning and operating an independent agency for decades, as well as partnering with a larger publicly traded broker, allows us to provide tremendous value to the client. By combining the attention and feel of a boutique agency with the resources and knowledge of a larger firm, our agents are able to offer the appropriate risk transfer guidance needed to make the insurance process easier.

Position Overview: The Personal Lines Internal Sales and Retention Specialist is responsible for retaining existing clients and driving sales growth within the Personal Lines Department. This position builds strong relations with clients, cross-sells additional policies, and ensures customer satisfaction, enhancing client loyalty and maximizing revenue for the Agency.

Work Arrangement: This is a full-time position working in our office located in Tallahassee or Palm Beach Gardens, Florida.

Professional Responsibilities:

• Build, maintain and strengthen relationships with existing clients to ensure high levels of client satisfaction and retention.
• Address client inquiries and concerns promptly and effectively.
• Cross-sell additional personal lines insurance policies to existing clients.
• Generate new business through internal marketing efforts and lead generation strategies.
• Manage and execute the remarketing process for renewals to ensure clients receive the best coverage options.
• Monitor and manage the new business internal personal lines sales queue.
• Review insurance applications and renewal requests to ensure compliance with underwriting guidelines.
• Handle endorsements, follow-ups, and other service-related tasks efficiently. Ensure accurate processing of policy changes and endorsements.
• Collaborate on internal agency marketing efforts to generate new leads.
• Utilize marketing tools and strategies to attract potential clients.
• Engage in continuous learning through continuing education classes and stay updated on carrier changes in guidelines and quoting procedures.

Qualifications and Requirements:

• 3 to 5 years of experience in a customer support, sales, or account management position (Required).
• Florida 2-20 or 20-44 Insurance License (Required).
• Experience working in Florida’s Personal Lines insurance market (Required).
• High School Diploma/GED or Associate Degree in Business Administration (Required).
• Experience in the Property and Casualty Insurance industry, specifically in Personal Lines (Preferred).
• Bachelor’s Degree in Business Administration or a related field (Preferred).
• Possess a comprehensive knowledge of personal lines insurance products, coverages, policies, and procedures.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Ability to collaborate effectively within a team environment, sharing insights and contributing to collective success, and other tools used for client management and communication.
• Proficiency in using software systems, including Customer Relationship Management (CRM) system, and Microsoft Office Suite.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

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 2,100 employees operating in over 160 locations across 48 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 continual learning and enhanced career opportunities for our dedicated, 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) with employer match

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.