Commercial Lines Account Manager

🔥 1 hour ago

🇺🇸 United States – Remote

💵 $60k - $100k / year

⏰ Full Time

🟢 Junior

💰 Account Manager

Where this job comes from

Posted on Patriot Growth Insurance Services, LLC's careers page, not through a job board

First seen by Remote Rocketship 1 hour ago

Logo of Patriot Growth Insurance Services, LLC

Patriot Growth Insurance Services, LLC

1001 - 5000 employees

Founded 2019

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $500M Debt Financing on 2023-11

Insurance • B2B • Consulting

Patriot Growth Insurance Services, LLC is a national insurance brokerage and consultancy positioned as a top-25 U. S. insurance agency that combines boutique, high-touch local service with national scale and carrier access. The firm provides comprehensive, customized insurance solutions across Property & Casualty, Employee Benefits, Personal Insurance, Cyber Liability, and alternative risk programs (including captives and excess/umbrella liability). It serves multiple industries such as construction, aviation, marine, habitational/multi-family, non-profits, and affluent personal clients, and offers consulting services including cybersecurity program design, OSHA professional services, and claims support. Patriot emphasizes local teams, deep industry expertise, tailored risk strategies, and proactive client partnerships.

📋 Description

• Build trusted relationships with commercial lines clients through 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 from inbound inquiries and referrals • Process endorsements, policy changes, and account updates accurately and efficiently • Review renewal and expiration reports and develop retention strategies • Identify cross-selling and upselling opportunities to strengthen clients’ risk management programs and coverage portfolios • Liaise between clients, producers, underwriters, carriers, and agency leadership

🎯 Requirements

• 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 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 • 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 • Experience identifying cross-selling and coverage expansion opportunities • 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 • Dedicated healthcare concierge • Employer-paid short-term and long-term disability coverage • Paid parental leave • Personalized PTO without traditional accruals • Separate sick leave • Competitive 401(k) company match • Comprehensive dental and vision coverage • Employee Assistance Program with confidential mental health, legal, financial, and work-life support • Company paid holidays • Comprehensive health and welfare program extending to family and domestic partners

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