Commercial Lines Account Manager
Patriot Growth Insurance Services, LLC
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Résumé du poste
Patriot Growth Insurance Services in Dartmouth, MA is seeking an Account Manager to serve as a trusted advisor to commercial insurance clients. You will manage renewals, endorsements, and coverage changes, delivering proactive service and strategic guidance to protect client businesses.
You will collaborate with producers, carriers, and internal teams to prepare proposals, market programs, and respond quickly to service needs.
Qualifications
- High School Diploma or GED required.
- 3+ years P&C account management or 4+ years commercial lines experience.
- Ability to obtain P&C license within three months.
- Strong knowledge of commercial coverages, policy servicing, renewals and carrier processes.
- Proficient with Microsoft Office Suite.
Responsabilités
- Manage a portfolio of commercial insurance accounts with proactive service.
- Guide clients through renewals, endorsements, audits, cancellations, and changes.
- Collaborate with producers to prepare proposals and renewal strategies.
- Educate clients on coverages and risk management considerations.
- Coordinate with carrier partners to market programs and secure solutions.
- Support claims reporting and policy documentation and client requests.
- Identify cross-selling opportunities and connect clients with resources.
Connaissances
Formation
Outils
Description du poste
Patriot Growth Insurance Services | Dartmouth, MA | Hybrid | Full-Time
As an Account Manager, you'll serve as a trusted advisor to commercial insurance clients, helping them protect their businesses through proactive account management, responsive service, and strategic coverage guidance. This role is central to building long-term client relationships while ensuring accounts are managed accurately, efficiently, and in alignment with each client's goals.
You’ll partner closely with clients, producers, carrier partners, and internal team members to manage renewals, policy changes, claims reporting, and ongoing service needs. Success in this role comes from combining strong insurance knowledge with exceptional client service, attention to detail, and a consultative approach to problem-solving.
- Manage a portfolio of commercial insurance accounts, delivering proactive service and building strong client relationships that support retention and growth.
- Guide clients through policy renewals, endorsements, audits, cancellations, and coverage changes while ensuring accuracy and timely execution.
- Collaborate with producers to prepare proposals, applications, and renewal strategies that align coverage with client objectives.
- Educate clients on coverages, exclusions, exposures, and risk management considerations, helping them make informed insurance decisions.
- Coordinate with carrier partners to market and remarket business, evaluate coverage options, and secure competitive solutions.
- Support claims reporting, policy documentation, certificates, binders, and related service requests to ensure a seamless client experience.
- Identify cross-selling opportunities and connect clients with additional resources and solutions that support their evolving needs.
- Client-focused and passionate about delivering exceptional service and building lasting relationships.
- A proactive communicator who responds with professionalism, accuracy, and urgency.
- Organized and detail-oriented, with the ability to manage multiple priorities and deadlines effectively.
- Comfortable navigating complex client situations and identifying practical solutions.
- Collaborative and team-oriented, with a willingness to support producers, colleagues, and clients alike.
- Adaptable and resourceful in a fast-paced insurance environment.
- Committed to continuous learning and professional development within the insurance industry.
- 3+ years of Property & Casualty account management experience or 4+ years of commercial lines insurance industry experience.
- High School Diploma or GED.
- Ability to obtain a Property & Casualty Insurance License within three months of hire.
- Strong knowledge of commercial insurance coverages, policy servicing, renewals, endorsements, and carrier processes.
- Proficiency with Microsoft Office Suite and related business applications.
- Strong organizational, problem-solving, and relationship-building abilities.
- Excellent written and verbal communication skills.
- Authorization to work in the United States without sponsorship.
- Bachelor's degree in Sales, Marketing, Business Administration, or a related field.
- Active Property & Casualty Insurance License.
- CIC, CPCU, MAIA, or similar insurance industry designations.
- Experience with agency management systems and electronic insurance workflows.
- Previous experience supporting marketing efforts, proposal preparation, and renewal strategy development.
- Proven success identifying cross-selling opportunities and deepening client relationships.
At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.
Highlights Include:
- 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
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.
Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
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.
Pay Range
$85,000 - $100,000 USD
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A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:
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PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
By checking this box, I consent to Patriot Growth Insurance Services, LLC collecting, storing, and processing my responses to the demographic data surveys above.
We use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements.
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