Account Manager

About Douce James, A Division of Patriot Growth Insurance Services : The Douce Agency, LLC was established in 2017 in Marion, Ohio. We serve customers all over the state of Ohio, Indiana, and Michigan and specialize in multiple lines of insurance, including home, auto, life, retirement, commercial, investments, farm and crop insurance. Douce James is a proud partner agency of Patriot Growth Insurance Services.
Position Overview : The Account Manager will play a crucial role in providing superior service to Douce James' existing clients while actively pursuing new business opportunities and fostering strong client relationships. This position is responsible for writing new policies, cross-selling insurance products, and addressing client inquiries.
Work Arrangement : This is a full-time position working in our office located at 1685 Marion Mount Gilead Rd, Marion, OH.
Professional Responsibilities :

• Provide superior service to existing clients, catering to their insurance needs promptly and effectively.
• Respond to client inquires, handle payments, requote policies, and manage policy adjustments to meet client expectations.
• Conduct policy reviews and client meetings to understand and fulfill client requirements.
• Proactively identify opportunities to cross-sell or upsell insurance products to meet client needs.
• Generate new business by actively pursuing and closing sales opportunities.
• Prepare and delivery timely and accurate insurance quotes to potential clients.
• Ensure daily banking transactions, deposits, and money transfers are completed accurately and promptly.
• Issue and deliver COIs as required by the clients.
• Utilize agency management systems to uphold the highest standard in managing and maintaining client records.
• Handle administrative tasks related to policy servicing, including payments, rate comparisons, and customer inquiries.
• Plan and organize client and office events to foster relationships and enhance Douce James' presence in the community.

Qualifications and Requirements :

• 2 or more years of experience in an account management function.
• High School Diploma/GED
• Ohio Property and Casualty Insurance License
• Excellent interpersonal and communication skills (both oral and written)
• 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
• Experience in the personal or commercial lines insurance industry, specifically in an account management function preferred
• Associate Degree or Bachelor's Degree in Sales, Business Administration, Marketing, or a similar field preferred
• Insurance designations such as CIC, AU, CPCU, etc. preferred

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 24th 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 2,000 employees operating in over 160 locations across 47 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 since 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)

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 .