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Patriot Growth Insurance Services, LLC · 13 hours ago

Commercial Lines Account Manager (Hybrid)

Dallas, TX

Contract

Hybrid

Entry, Mid Level

2+ years exp

Patriot Growth Insurance Services is a growth-focused national insurance services firm that offers personalized alternatives to big box insurance companies. They are seeking an experienced Commercial Lines Account Manager to independently manage a dedicated book of business, serving as the primary point of contact for client needs and renewal.

Employee BenefitsInsuranceProperty Insurance

Responsibilities

Serve as the primary point of contact for assigned commercial accounts, delivering responsive, professional day-to-day service

Manage the full policy lifecycle—including quoting, binding, renewals, endorsements, audits, and remarketing—to ensure accuracy and timely execution

Identify coverage needs, interpret policy and contract language, and resolve client issues while escalating complex matters appropriately

Maintain strong technical knowledge of commercial lines coverages, carrier guidelines, and compliance requirements

Partner closely with Producers, Account Executives, and underwriting partners to support retention, new business opportunities, and overall account strategy

Maintain organized, accurate documentation within the agency management system in accordance with agency standards

Build and sustain long-term client relationships through proactive outreach, strategic guidance, and consistent follow-through

Stay up to date on industry trends and pursue ongoing professional development to support team excellence

Qualification

Commercial Lines experienceProperty & Casualty licenseCore commercial coveragesMicrosoft Office 365Applied Epic experienceHighly organizedService-driven mindsetCommunication skills

Required

2+ years of Commercial Lines experience within an independent agency, or brokerage environment

Active Property & Casualty insurance license

Strong working knowledge of core commercial coverages (GL, Property, Auto, WC, E&O, etc.) and experience preparing COIs, binders, and renewal documents

Proficiency with Microsoft Office 365 (Outlook, Word, Excel, OneDrive); Applied Epic or similar AMS experience preferred

Strong communication skills with the ability to explain coverage, assess client needs, and deliver clear recommendations

Highly organized, detail-oriented, and able to manage multiple deadlines in a fast-paced environment

Proven ability to build effective working relationships with clients, carriers, and internal partners

A service-driven mindset with a willingness to go above and beyond to support clients and teammates