Commercial Lines Account Manager

🔥 12 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $45k - $50k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

💸 Finance

🤝 B2B

💰 Debt Financing on 2022-08

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.

📋 Description

• Deliver prompt, accurate, and professional service to clients, Producers, carrier representatives, and internal team members. • Manage day-to-day servicing of assigned commercial accounts, including policy changes, account maintenance, and client support needs. • Rate and quote commercial insurance policies using carrier websites and available agency systems to support new and renewal business. • Handle renewal submissions and assist in the remarketing process to help secure appropriate coverage solutions for clients. • Prepare proposals and supporting materials for Sales Executives and Producers. • Respond to client inquiries, troubleshoot coverage or service-related issues, and coordinate timely resolutions. • Maintain accurate and timely documentation of client interactions, policy activity, and account updates within agency systems. • Support sales teams and new Producers by helping explain commercial lines coverages, products, and service processes. • Develop and maintain working knowledge of evolving insurance products, carrier requirements, and service standards. • Collaborate with internal teams to support workflow management, team priorities, and client retention initiatives. • Support special projects, departmental initiatives, and additional responsibilities as assigned by leadership.

🎯 Requirements

• 3-5 years of commercial insurance customer service, account management, or insurance sales experience preferred. • Active New York Property & Casualty insurance license required. • Experience working with commercial insurance products, coverages, renewals, and carrier rating platforms preferred. • Claims experience helpful but not required. • High school diploma or equivalent required; college degree preferred. • Proficiency with Microsoft Office Suite and agency systems preferred. • Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. • Excellent interpersonal and written/verbal communication skills. • Ability to establish and maintain strong working relationships with clients, peers, carriers, and internal stakeholders. • Collaborative, client-focused mindset with strong attention to detail and commitment to service excellence. • 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)