Commercial Lines Account Manager

September 19

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

💵 $55k - $65k / year

⏰ Full Time

🟢 Junior

💰 Account Manager

🚫👨‍🎓 No degree required

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC is a leading provider of risk management and insurance solutions that focuses on promoting business growth and safeguarding personal goals. With a commitment to delivering unparalleled service, they empower local brokers to offer comprehensive insurance options tailored to meet the diverse needs of businesses and individuals. By leveraging an expansive network of national carrier partners, they specialize in property & casualty and employee benefits, ensuring their clients receive the protection and support necessary to confidently pursue their goals.

1001 - 5000 employees

Founded 2019

💸 Finance

🤝 B2B

💰 Debt Financing on 2022-08

📋 Description

• The Commercial Lines Account Manager provides quality service to existing clients while effectively managing and growing a commercial lines book of business. This position involves building strong relationships with clients, cross-selling additional policies, and ensuring customer satisfaction to enhance client loyalty and maximize revenue for the Agency. Cultivate meaningful client relationships by understanding their unique needs, providing timely support, and delivering exceptional service. Communicate proactively with clients to exceed their expectations and identify opportunities for customized coverage enhancements. Manage new and renewal accounts by evaluating risk exposure, recommending tailored coverage options, and ensuring alignment with underwriting standards. Ensure accuracy and efficiency by maintaining up-to-date client records, processing endorsements, and issuing policies seamlessly. Strategically review renewal and expiration reports to develop actionable plans that support client retention and satisfaction. Drive business growth by cross-selling additional policies that align with clients evolving needs and risk profiles. Leverage deep knowledge of insurance products and industry practices to provide expert guidance and recommend optimal coverage strategies. Act as a trusted liaison between clients, Producers, underwriters, and agency management, ensuring smooth collaboration and clear communication. Stay at the forefront of industry trends and carrier updates by participating in team discussions, training sessions, and professional development activities.

🎯 Requirements

• 1 to 3 years of experience in sales, account management, or customer service roles. High School Diploma/GED or Associate Degree in Business Administration, or a similar field. Florida 2-20 Insurance License required. Preferred experience in the Property and Casualty Insurance industry, specifically in commercial lines account management. Bachelors Degree in Sales, Business Administration, Marketing, or a related field is a plus. Possess comprehensive knowledge of commercial lines insurance products, including coverages, policies, procedures, and underwriting principles. Demonstrated experience in building and maintaining strong client relationships Exhibit strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively. Showcase exceptional problem-solving skills and a persistent approach to achieving successful resolutions. Display excellent written and verbal communication skills to convey information clearly and transparently. Proficiency in using software systems, including Customer Relationship Management (CRM) tools and Microsoft Office Suite. Authorized to work in the U.S. without sponsorship

🏖️ 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)