Patriot Growth Insurance Services, LLC · 14 hours ago
Commercial Lines Account Manager - Assistant Team Lead (Remote)
United States
Full-time
Remote
Entry, Mid Level
$70K/yr - $75K/yr
2+ years exp
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No H1B
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Responsibilities
Mentor and support Commercial Lines Account Managers, ensuring high-quality client service and performance.
Oversee and manage a designated book of business, addressing client needs and resolving escalations.
Review insurance applications, renewals, and cancellation triggers to ensure compliance and policy retention.
Assist the Team Lead in team management, including performance reviews, training, and onboarding.
Foster carrier relationships, address potential E&O claims, and support team operations during absences.
Analyze reports to ensure productivity, quality assurance, and operational improvements.
Coordinate team training, troubleshoot issues, and communicate procedural updates effectively.
Qualification
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Required
Minimum of 2–4 years of experience in Commercial Lines Insurance, including account management.
Florida 2-20 Insurance License and a High School Diploma/GED or Associate Degree (Business Administration, Finance, or related field).
Comprehensive knowledge of Commercial Lines insurance products, including coverages, policies, procedures, and underwriting principles.
Proven ability to build and maintain strong client relationships, providing tailored insurance solutions.
Strong leadership skills to guide, mentor, and inspire teams toward professional growth and success.
Exceptional organizational and problem-solving skills with the ability to prioritize tasks effectively.
Excellent written and verbal communication skills, with a commitment to clarity and transparency.
Proficient in using CRM systems, Microsoft Office Suite, and other relevant software.
Team-oriented with the ability to collaborate and contribute to shared goals.
Authorized to work in the U.S. without sponsorship
Preferred
Prior experience supervising Account Managers preferred.
Bachelor’s Degree in Business Administration, Finance, or a 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)
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
John Galaviz
Chief Financial Officer
Ian Larson
SVP & Chief Corporate Counsel
Recent News
2024-12-17
Hartford Business Journal
2024-05-05
Company data provided by crunchbase
