Producer/Risk Management Consultant (Remote)

Patriot Growth Insurance Services and Partner Agencies • Jacksonville, FL

11d • Remote

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 Risk Management Consultant and Producer is responsible for identifying prospects, fostering relationships, and expanding the Agencys client base within the Personal and Commercial Lines sectors. This position is responsible for selling and servicing both new and existing accounts, meeting and exceeding annual goals and objectives, and leveraging cross-market opportunities to increase policy counts. The Risk Management Consultant and Producer helps to assess clients needs, determine appropriate coverage, and implement strategies to mitigate risks associated with their operations. Work Arrangement : This is a full-time, remote position that supports our office located in Jacksonville, FL. Applicants must reside in Florida to be considered for this position.

Requirements

• 3 or more years of experience in a sales or account management function.
• Associate or Bachelors Degree in Business Administration, Marketing, Finance, or a related field.
• Active Florida Property and Casualty Insurance License.
• Previous experience working in sales at a Property and Casualty Insurance Agency preferred.

Nice To Haves

• Professional Certifications, including CIC, ARM, or CRM preferred.

Responsibilities

• Build and maintain strong relationships with clients, understanding their insurance needs and providing tailored solutions.
• Identify and manage risks associated with company operations, including financial, operational, technology, and compliance related risks.
• Develop risk management strategies tailored to client needs.
• Evaluate and recommend changes to clients for improving internal controls and operational procedures and guidelines.
• Inspect properties to evaluate overall condition and determine insurance risk.
• Create customized insurance programs to suit individual customer needs based on property assessments.
• Sell insurance policies to new clients and provide exceptional service to existing accounts, ensuring client satisfaction and retention.
• Create and present sales quotes to clients to assist them in selecting the most suitable options.
• Implement contract review for clients for insurance and other risk-related issues.
• Identify opportunities within existing accounts to cross-market and upsell additional insurance policies to meet clients evolving needs.
• Meet or exceed sales goals and objectives established in annual performance reviews through strategic planning and proactive sales efforts.
• Utilize market research and networking skills to identify potential client within the target market segments.
• Manage prospects throughout the sales cycle, from initial contact to closing deals, maintaining a robust pipeline of potential clients.
• Report new claims and follow up on existing claims to ensure timely resolution for clients.
• Proactively contact prospects via calls, emails, and meetings to maximize sales opportunities.
• Attend industry related networking events to expand the client base and build professional relationships.

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree