Commercial Lines Account Manager (Hybrid) jobs in United States
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Patriot Growth Insurance Services, LLC · 16 hours ago

Commercial Lines Account Manager (Hybrid)

Patriot Growth Insurance Services is a national insurance services firm focused on growth and operational excellence. The Commercial Lines Account Manager serves as the primary liaison between clients, producers, and insurance carriers, ensuring accurate policy management and overall client satisfaction.

Employee BenefitsInsuranceProperty Insurance

Responsibilities

Build and maintain strong relationships with clients and insurance carriers
Manage daily servicing of client accounts, including policy endorsements, coverage questions, billing inquiries, and renewals
Educate clients on coverage, exclusions, exposures, and audits
Maintain accurate client files in the agency management system, documenting all communications and transactions
Prepare applications, proposals, and renewal submissions, following up to ensure timely responses
Issue binders, certificates, policies, endorsements, and other coverage documents with accuracy
Review policy audits and facilitate necessary corrections
Accompany producers to client meetings as needed
Manage workflow efficiently to process transactions accurately and on time
Participate in continuing education and professional development opportunities
Other duties as assigned

Qualification

AR Property & Casualty licenseMicrosoft Office SuiteAgency management systemsClient service orientationManage tasksVerbal communicationWritten communicationAttention to detailProblem-solving skills

Required

High School Diploma/GED (Required)
Active AR Property & Casualty insurance license (Required)
Strong verbal and written communication skills
Attention to detail and quality control in document creation and client communications
Ability to manage multiple tasks efficiently and independently
Proficiency with Microsoft Office Suite and agency management systems
Professionalism, problem-solving skills, and client service orientation

Preferred

College Degree in Business or related field (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

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Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.

Funding

Current Stage
Late Stage
Total Funding
$500M
Key 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
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Ian Larson
President, Individual Health
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Company data provided by crunchbase