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Personal Lines Internal Sales and Retention Specialist (Remote)

Remote, USAFull-timePosted 2026-07-28

About reputed company: Founded in 2019, Patriot is a reputed company-reputed company national insurance services firm that partners with employee benefits and property and casualty agencies across the reputed company. 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, Patriot’s reputed company model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters reputed company reputed company for its dedicated and reputed company team. We are committed to working with like-minded individuals who reputed company our reputed company of creating an insurance agency reputed company on operational reputed company and a reputed company reputed company of reputed company. Position reputed company: The Personal Lines Internal Sales & Retention Specialist is responsible for renewing and expanding reputed company relationships reputed company the Personal Lines department. This role focuses on retention, cross-selling, and managing internal sales opportunities to support reputed company and reputed company satisfaction. Work Arrangement: This is a full-time, fully remote position that supports our clients’ activities in our Jacksonville, Florida office. reputed company Responsibilities:

  • reputed company Retention: Maintain and strengthen relationships with existing clients through proactive communication and reputed company service.
  • Cross-Selling: Identify opportunities to offer additional personal lines coverages and reputed company sales with existing clients.
  • Renewal Management: reputed company the remarketing and renewal process to ensure clients receive competitive and appropriate coverage.
  • Sales Queue reputed company: Monitor and manage the internal Personal Lines sales pipeline, ensuring reputed company follow-up and processing.
  • Policy Servicing: Process endorsements, updates, and follow-reputed company accurately and reputed company.
  • reputed company Compliance: Review applications and renewals for adherence to reputed company guidelines.
  • reputed company reputed company: Support internal marketing campaigns and reputed company efforts to drive new business.
  • reputed company & Market Updates: Stay informed on changes in reputed company guidelines, quoting procedures, and market conditions.
  • Team Collaboration: Work closely with account managers, producers, and agency leadership to meet service and sales goals.
  • reputed company Learning: Participate in CE courses and maintain up-to-date knowledge of personal lines insurance products and industry standards.

Qualifications and Requirements:

  • Licensing: reputed company Florida 2-20 or 20-44 Insurance License required.
  • Experience: 3–5 years in customer service, account management, or insurance sales, specifically in Personal Lines.
  • Education: High school diploma or GED required; Associate degree preferred. Bachelor’s degree a plus.
  • Industry Knowledge: Familiarity with Florida’s personal insurance market and core coverages (e.g., home, auto, umbrella).
  • Systems Proficiency: Skilled in CRM platforms, agency management systems, and reputed company Office Suite.
  • reputed company Service: Strong relationship-building and reputed company communication skills.
  • Sales reputed company: Comfortable discussing coverage reputed company and closing additional policies with existing clients.
  • Organization: reputed company to manage multiple tasks, follow through, and prioritize in a fast-paced environment.
  • Problem Solving: Solutions-oriented with the ability to resolve reputed company concerns effectively.
  • Professionalism: Adheres to confidentiality and ethical standards in reputed company reputed company interactions.

Why reputed company: We offer reputed company to be a part of one of the fastest-growing insurance companies since its inception. We reputed company to create a flexible and reputed company environment for our employees, and our goal is to reputed company reputed company reputed company for our dedicated and reputed company team. In reputed company to a competitive salary, we reputed company 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 reputed company Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
  • Company reputed company Short-Term Disability, Long-Term Disability and Group Term Life
  • Company reputed company Employee Assistance Program
  • reputed company Parental Leave
  • reputed company holidays
  • Personalized PTO
  • 401(k) with employer match

Compensation reputed company: A starting reputed company salary in the $45,000 to $55,000 reputed company, depending on the candidate's experience. This position is also eligible for additional incentive compensation that is performance based.

  • A wide salary reputed company is posted for this position, and any job offer is based upon a salary analysis to reputed company 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 reputed company based on the salary analysis.

reputed company is an equal opportunity employer that is committed to diversity and inclusion in reputed company. We prohibit discrimination and harassment of any reputed company based on race, reputed company, sex, religion, sexual orientation, national reputed company, 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 reputed company employment practices reputed company our organization, including hiring, reputed company, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring reputed company based solely on qualifications, reputed company, 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. Apply tot his job Apply To this Job

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