Patriot Growth Insurance Services, LLC · 4 months ago
Commercial Lines Account Associate
Patriot Growth Insurance Services, LLC is a leading insurance agency focused on delivering exceptional insurance solutions and fostering long-lasting relationships with clients and carriers. The Commercial Lines Account Associate will assist and support Producers and Account Managers by preparing insurance documents, maintaining client files, and ensuring effective communication with clients and insurance companies.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Foster a positive and mutually supportive working environment in order to provide the best possible client service, Account Manager support, and Producer support
Provide and document prompt, timely, accurate and consistent communications to clients and insurance companies through verbal and written communications
Assist Account Managers and Producers with various technical support requests
Maintain client files and use the agency’s management system for processing of all transactions and consistent client file/policy management according to agency standards
Process daily communications (mail, email, phone requests) responding promptly and appropriately
Assist with preparing applications and proposals as needed
Proactive and strategic anticipation of client needs and timely response to client inquiries, Account Manager requests, and Producer requests
Focused attention to detail and quality control of vital insurance document creation and communication
Qualification
Required
High School Diploma/GED (Required)
Excellent interpersonal and communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
A passion for being part of a team that drives our company to industry leadership
Ability to establish and maintain effective working relationships with both peers and clients
Authorized to work in the U.S. without sponsorship
Preferred
College Degree in Business or related field (Preferred)
Active AR Property & Casualty insurance license (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) with employer match
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase