Patriot Growth Insurance Services, LLC · 1 month ago
Commercial Lines Account Manager (Remote)
United States
Full-time
Remote
Mid Level
$65K/yr - $75K/yr
3+ years expPatriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. The Commercial Lines Account Manager is responsible for providing quality service to existing clients, managing a commercial lines book of business, and driving business growth through strong client relationships and effective cross-selling strategies.
Employee BenefitsInsuranceProperty Insurance
No H1B
Responsibilities
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
Qualification
Required
3 to 4 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
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
Preferred
Preferred experience in the Property and Casualty Insurance industry, specifically in commercial lines account management
Bachelor's Degree in Sales, Business Administration, Marketing, or a related field is a plus
Experience in construction industry preferred
Experience using Applied Epic 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)
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
1001-5000 employees
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
Leadership Team
J
Jeff Wood
SVP, Premier Client Practice Leader
Ian Larson
President, Individual Health
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase