Internal Sales & Retention Specialist (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Pinellas Park, FL

3h • Hybrid

About The Position

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. 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, hybrid position that reports to our Pinellas Park, Florida office.

Requirements

• Licensing: Active Florida 2-20 or 20-44 Insurance License required.
• Experience: 35 years in customer service, account management, or insurance sales, specifically in Personal Lines.
• Education: High school diploma or GED required; Associate degree preferred.
• Industry Knowledge: Familiarity with Floridas 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.

Nice To Haves

• Bachelors degree a plus.

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.

Benefits

• 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.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED