[Hiring] Commercial Lines Account Manager @Patriot Growth Insurance Services

Role Description

As a Commercial Lines Account Manager, you'll play a key role in helping clients protect their businesses while strengthening relationships that drive retention and growth. Your expertise, responsiveness, and attention to detail will help clients navigate risk with confidence and ensure they receive the coverage and service they need at every stage of their business.

In this role, you'll manage a commercial lines book of business, partner closely with producers, underwriters, carriers, and agency leadership, and identify opportunities to expand coverage that supports clients' evolving needs. You'll join a collaborative environment that values service, professionalism, and continuous learning.

How You'll Make an Impact

• Build trusted relationships with commercial lines clients by providing responsive service, guidance, and coverage recommendations.
• Manage new and renewal business by assessing risk exposures, evaluating coverage needs, and placing policies aligned with client goals and underwriting guidelines.
• Quote and write new business opportunities generated through inbound inquiries and referrals.
• Process endorsements, policy changes, and account updates accurately and efficiently to support a seamless client experience.
• Review renewal and expiration reports, develop retention strategies, and collaborate with team members to deliver the best outcomes for clients.
• Identify cross-selling and upselling opportunities that help clients strengthen their risk management programs and coverage portfolios.
• Serve as a key liaison between clients, producers, underwriters, carriers, and agency leadership to facilitate communication and successful outcomes.

Qualifications

• Active Property and Casualty Insurance License.
• 1 to 3 years of experience in sales, account management, customer service, or a related client-facing role.
• High School Diploma, GED, or Associate Degree in Business Administration, Finance, Risk Management, or a related field.
• Working knowledge of commercial lines insurance principles, coverages, policies, and underwriting concepts.
• Strong written and verbal communication skills.
• Excellent organizational skills with the ability to prioritize tasks and manage multiple responsibilities.
• Strong critical thinking and problem-solving abilities.
• Proficiency with Microsoft Office Suite, CRM platforms, and business technology used for client management and communication.
• Commitment to professionalism, confidentiality, and ethical business practices.

Requirements

• Experience in the Property and Casualty insurance industry.
• Direct experience managing commercial lines accounts or a commercial lines book of business.
• Familiarity with EPIC Agency Management System.
• Bachelor's Degree in Business Administration, Finance, Risk Management, or a related field.
• Experience identifying cross-selling and coverage expansion opportunities for existing clients.
• Knowledge of carrier guidelines, underwriting practices, and commercial insurance product offerings.

Benefits

• Multiple medical plan options, with preventive care covered at 100%.
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions.
• Employer-paid short-term and long-term disability coverage.
• Paid parental leave.
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave.
• Competitive 401(k) company match to help you build your financial future.
• Comprehensive dental and vision coverage.
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support.