Commercial Lines Account Manager
Sales & Business Development
Remote
Commercial Lines Account Manager
Why This Role Matters
How You'll Make an Impact
- Build trusted relationships with commercial lines clients by providing responsive service, guidance, and coverage recommendations.
- Manage new and renewal business by assessing risk exposures, evaluating coverage needs, and placing policies aligned with client goals and underwriting guidelines.
- Quote and write new business opportunities generated through inbound inquiries and referrals.
- Process endorsements, policy changes, and account updates accurately and efficiently to support a seamless client experience.
- Review renewal and expiration reports, develop retention strategies, and collaborate with team members to deliver the best outcomes for clients.
- Identify cross-selling and upselling opportunities that help clients strengthen their risk management programs and coverage portfolios.
- Serve as a key liaison between clients, producers, underwriters, carriers, and agency leadership to facilitate communication and successful outcomes.
Who You Are
- Relationship-focused and committed to delivering an exceptional client experience.
- Proactive in anticipating client needs and identifying solutions before issues arise.
- Organized and effective at managing multiple priorities in a fast-paced environment.
- Detail-oriented with strong follow-through and a commitment to accuracy.
- A collaborative team player who values knowledge sharing and partnership.
- A strong communicator who can explain complex insurance concepts in a clear and approachable way.
- Dedicated to continuous learning and staying current on industry trends, carrier guidelines, and regulatory changes.
What You Bring
Day One:
- Active Property and Casualty Insurance License.
- 1 to 3 years of experience in sales, account management, customer service, or a related client-facing role.
- High School Diploma, GED, or Associate Degree in Business Administration, Finance, Risk Management, or a related field.
- Working knowledge of commercial lines insurance principles, coverages, policies, and underwriting concepts.
- Strong written and verbal communication skills.
- Excellent organizational skills with the ability to prioritize tasks and manage multiple responsibilities.
- Strong critical thinking and problem-solving abilities.
- Proficiency with Microsoft Office Suite, CRM platforms, and business technology used for client management and communication.
- Commitment to professionalism, confidentiality, and ethical business practices.
Valuable Additions:
- Experience in the Property and Casualty insurance industry.
- Direct experience managing commercial lines accounts or a commercial lines book of business.
- Familiarity with EPIC Agency Management System.
- Bachelor's Degree in Business Administration, Finance, Risk Management, or a related field.
- Experience identifying cross-selling and coverage expansion opportunities for existing clients.
- Knowledge of carrier guidelines, underwriting practices, and commercial insurance product offerings.
Real Benefits for Real Life
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services
Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.