Commercial Lines Account Executive (Remote)

About Lupton & Luce, A Division of Patriot Growth Insurance Services: Lupton & Luce is a full-service, independent insurance agency. Since 1939, we’ve been protecting the value of our customers’ personal and business assets in the Long Island area. We’re proud to be a third generation, family business. Our roots are well-established in our community, and we understand the value of looking after... our neighbors. It is our mission to provide you with quality coverage, friendly personal attention and service and prompt, fair claims service. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: We are looking for an experienced Account Executive to join our Commercial Lines Team. This position offers a dynamic work environment for motivated, team-oriented individuals.

Work Arrangement: This is a full-time, remote position that supports our office located in Riverhead, NY. Computer equipment will be provided by the company upon hire.

Professional 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

Qualifications And Requirements
• College Graduate or commensurate experience
• 3 years of Commercial Insurance experience
• Applied Epic experience required
• Ability to learn new systems quickly, experience with AMS360 a plus
• Excellent interpersonal and communication skills (both oral and written)
• Active New York Property & Casualty insurance license
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

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 26th 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 1,800 employees operating in 135 locations across 27 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.

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.

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. 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)

Salary Range: $60,000 - $70,000 depending on experience

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

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