Personal Lines Assistant, Service Unit (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Commack, NY

20h • $65,000 - $72,000 • Hybrid

About The Position

We are seeking a Personal Lines Assistant to support Account Managers in servicing and growing a personal lines book of business. This role focuses on policy processing, client support, and assisting with new business and renewals to ensure a seamless client experience. The ideal candidate is detail-oriented, organized, and eager to grow within the insurance industry.

Requirements

• 1+ years of experience in customer service or account support, preferably within the insurance industry.
• High School Diploma or GED required
• Property & Casualty insurance license preferred or willingness to obtain.
• Familiarity with personal lines insurance products and policy servicing processes preferred.
• Proficiency with agency management systems (e.g., Applied EPIC), CRM platforms, and Microsoft Office Suite.
• Strong organizational and time management skills with the ability to handle multiple priorities.
• Excellent communication and interpersonal skills with a client-focused approach.
• High attention to detail and commitment to accuracy, confidentiality, and professional standards.

Nice To Haves

• Associate or Bachelors degree in Business or a related field preferred.

Responsibilities

• Support Account Managers with day-to-day servicing of personal lines accounts, including policy changes, renewals, and documentation.
• Process new business submissions, endorsements, cancellations, and reinstatements in accordance with agency workflows and carrier requirements.
• Assist with quoting, remarketing, and preparing applications and proposals for new and existing clients.
• Maintain accurate and up-to-date client records within the agency management system (EPIC), ensuring compliance with documentation standards.
• Serve as a point of contact for client, carrier, and third-party requests, including certificates of insurance and evidence of coverage.
• Track and follow up on outstanding items using suspense systems and internal reporting tools.
• Assist with claims reporting and follow up with clients, carriers, and Account Managers to ensure timely resolution.
• Identify opportunities for additional coverage or referrals and escalate to Account Managers as appropriate.

Benefits

• 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: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees