Personal Lines Assistant, Service Unit (Hybrid)

Patriot Growth Insurance Services is a national insurance services firm focused on growth and operational excellence. They are seeking a Personal Lines Assistant to support Account Managers in servicing and growing a personal lines book of business, focusing on policy processing, client support, and assisting with new business and renewals. 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 Skills 1+ years of experience in customer service or account support, preferably within the insurance industry High School Diploma or GED required; Associate or Bachelor's degree in Business or a related field preferred 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 Associate or Bachelor's degree in Business or a related field Property & Casualty insurance license Familiarity with personal lines insurance products and policy servicing processes Proficiency with agency management systems (e.g., Applied EPIC), CRM platforms, and Microsoft Office Suite 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 Company Overview Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. It was founded in 2016, and is headquartered in Washington, Pennsylvania, USA, with a workforce of 1001-5000 employees. Its website is