Commercial Lines Account Executive

🕒 April 13

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Logo of Patriot Growth Insurance Services, LLC

Patriot Growth Insurance Services, LLC

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

• Manage and retain a book of commercial lines business, serving as the primary point of contact for client service and strategy. • Lead the renewal process, including coverage analysis, market strategy, and client presentations. • Provide consultative guidance across all lines of property and casualty insurance, identifying coverage gaps and recommending solutions. • Respond to client service needs including policy reviews, claims support, contract analysis, and coverage questions. • Collaborate with Producers, Account Managers, and underwriters to ensure successful placement and servicing of accounts. • Prepare submissions, negotiate with carriers, and support the placement of new and renewal business. • Issue certificates, binders, and policy documentation while maintaining accurate records in the agency management system. • Build and maintain strong relationships with clients and carrier partners while staying current on industry trends.

🎯 Requirements

• 5+ years of experience in commercial lines insurance, with a focus on account management, risk management, or production. • Proven experience managing a book of business exceeding $2 million in premium. • Active Property & Casualty insurance license. • Strong understanding of commercial risk management principles and coverage structures. • Experience working with mid-market to large commercial clients. • Proficient with Microsoft Office Suite and agency management systems. • Bachelors degree in a business-related field preferred. • Industry designations such as CIC preferred.

🏖️ 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)

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