About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. Patriot’s collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. With over offices in 18 states and more than 800 professionals, Patriot is a top 50 U.S privately held insurance agency that also ranks in the top-20 amongst privately held employee benefit agencies.

Overview: The Safegard Group, Inc., a regional insurance, and risk management broker located in Media, PA, is recruiting for a full time Commercial Insurance Account Executive/Manager. Safegard is a growing agency that offers a dynamic work environment for motivating, team-oriented employees. Competitive salary and outstanding benefits are offered. Salary will be commensurate with successful candidate’s background and experience. This position will report to the Media, PA office.

Education Requirements:

• College Graduate or commensurate experience
• Licensed Property & Casualty Producer

Position Responsibilities:

• Maintain accurate records within agency management system and electronic files
• Initiate the renewal process
• Prepare ACORD applications and coordinate submissions, including loss runs, description of operations, loss summary
• Complete renewal process including notifying markets, binding coverage, obtaining signed renewal documents, etc.
• Prepare and maintain client facing presentation documents
• Review all renewal policies for accuracy and approval by the Team Leader/Producer
• Request renewal policy corrections
• Issue detailed certificates of insurance, including review of contractual insurance provisions
• Billing, premium financing and non-payment follow-up
• Build relationships with underwriters and secondary insured contacts
• Delegate tasks identified for Account Assistants to the appropriate individual and oversees the accuracy of their work
• Participation in client meetings to review/summarize day-to-day changes
• Review contracts/leases for impacts on insurance

Skills/Abilities Required:

• Proficient in Microsoft Outlook, Word, Excel and PowerPoint
• Ability to learn new systems quickly, experience with AMS360 a plus
• Strong organizational skills, including daily prioritizing and logical thinking
• Able to manage multiple projects simultaneously and successfully while expediting issues
• Ability to work in deadline-oriented environment
• Able to work with others in teams

Why Patriot?

Patriot offers the opportunity to be a part of a fast-growing company at its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and 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)
• Flexible Schedule
• “Dress For Your Day” Casual Dress Code

Patriot Growth Insurance Services is an Equal Opportunity employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status.