About Legacy Insurance Solutions, A Division of Patriot Growth Insurance Services: Legacy Insurance Solutions (Legacy) 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 & Retention Specialist is responsible for renewing and expanding client relationships within the Personal Lines department. This role focuses on retention, cross-selling, and managing internal sales opportunities to support growth and client satisfaction.

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

Professional Responsibilities:

• Client Retention: Maintain and strengthen relationships with existing clients through proactive communication and timely service.
• Cross-Selling: Identify opportunities to offer additional personal lines coverages and close sales with existing clients.
• Renewal Management: Lead the remarketing and renewal process to ensure clients receive competitive and appropriate coverage.
• Sales Queue Oversight: Monitor and manage the internal Personal Lines sales pipeline, ensuring timely follow-up and processing.
• Policy Servicing: Process endorsements, updates, and follow-ups accurately and efficiently.
• Underwriting Compliance: Review applications and renewals for adherence to carrier guidelines.
• Lead Generation: Support internal marketing campaigns and outreach efforts to drive new business.
• Carrier & Market Updates: Stay informed on changes in carrier guidelines, quoting procedures, and market conditions.
• Team Collaboration: Work closely with account managers, producers, and agency leadership to meet service and sales goals.
• Continuous Learning: Participate in CE courses and maintain up-to-date knowledge of personal lines insurance products and industry standards.

Qualifications and Requirements:

• Licensing: Active Florida 2-20 or 20-44 Insurance License required.
• Experience: 3–5 years in customer service, account management, or insurance sales, specifically in Personal Lines.
• Education: High school diploma or GED required; Associate degree preferred. Bachelor’s degree a plus.
• Industry Knowledge: Familiarity with Florida’s personal insurance market and core coverages (e.g., home, auto, umbrella).
• Systems Proficiency: Skilled in CRM platforms, agency management systems, and Microsoft Office Suite.
• Client Service: Strong relationship-building and client communication skills.
• Sales Mindset: Comfortable discussing coverage options and closing additional policies with existing clients.
• Organization: Able to manage multiple tasks, follow through, and prioritize in a fast-paced environment.
• Problem Solving: Solutions-oriented with the ability to resolve client concerns effectively.
• Professionalism: Adheres to confidentiality and ethical standards in all client interactions.

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.

Why us: 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

Compensation range: A starting base salary in the $50,000 to $60,000 range, depending on the candidate's experience. This position is also eligible for additional incentive compensation that is performance based.

*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.