Commercial Lines Account Manager

Patriot Growth Insurance Services, LLC; Palm Beach Gardens (FL); On-site; USD 55,000 - 65,000; Full time

Job summary

A leading national insurance services firm is seeking a Commercial Lines Account Manager to support the needs of clients in Florida. This position focuses on managing commercial lines accounts, building strong client relationships, and providing top-notch customer service to maximize agency revenue. With a competitive salary, extensive benefits, and a commitment to career development, joining this team offers an exciting opportunity to grow in a dynamic environment.

Benefits

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Company Paid Short-Term and Long-Term Disability

Paid Parental Leave

401(k)

Qualifications

• 1 to 3 years of relevant work experience in insurance sales or account management.
• Prior experience in commercial lines property and casualty (P&C) insurance.
• Comprehensive knowledge of commercial lines insurance products.

Responsibilities

• Manage both new and renewal accounts, evaluating risk exposure, and placing policies.
• Build and maintain client relationships and ensure customer satisfaction.
• Proactively communicate with clients for cross-selling opportunities.

Skills

Customer service skills

Interpersonal skills

Communication skills

Organizational skills

Problem-solving skills

Education

Bachelor of Science degree in a business-related field

Active Florida 2-20 Insurance License

Tools

Customer Relationship Management (CRM) system

Microsoft Office Suite

Job description

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About Legacy Insurance Solutions, A Division of Patriot Growth Insurance Services: Legacy Insurance Solutions (Legacy) was founded on the principle of providing our clients with the most effective insurance products and solutions for their needs, while giving them the highest level of customer service. With well over 50 years of combined experience in the insurance industry, our professionals continue to build upon our family’s legacy, which is to truly put our clients’ interests at the forefront. The unique experiences of owning and operating an independent agency for decades, as well as partnering with a larger publicly traded broker, allows us to provide tremendous value to the client. By combining the attention and feel of a boutique agency with the resources and knowledge of a larger firm, our agents are able to offer the appropriate risk transfer guidance needed to make the insurance process easier.

Position Overview: Our Agency is seeking an experienced and licensed insurance sales professional with exceptional customer services skills and a focus in supporting the commercial lines insurance interests of Legacy clients, to join us as a Commercial Lines Account Manager. In this position you will provide quality service to existing Legacy insurance clients while effectively developing and managing a growing commercial lines book of business. This includes building strong relationships with clients, cross-selling additional policies, and ensuring customer satisfaction to enhance client loyalty and maximize revenue for the Agency.

Work location Arrangement: This is a full-time position working in either of our Legacy offices located in Tallahassee, or Palm Beach Gardens, Florida.

Professional Responsibilities

• Manage both new and renewal accounts, evaluating risk exposure, determining appropriate coverages, and placing policies in alignment with client needs and underwriting guidelines
• Possess in-depth knowledge of insurance products, underwriting guidelines, and industry practices to assess risks effectively and recommend suitable coverage options to clients
• Regularly review renewal and expiration reports, collaborating with team members to strategize the best course of action for each client account
• Update account information, process endorsements, and issue policies accurately and efficiently
• Build and maintain strong relationships with clients by understanding their needs, addressing inquiries, and resolving concerns promptly and effectively
• Proactively communicate with clients to ensure their expectations are met and to identify opportunities for cross selling of additional coverage or policy adjustments
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience
• Serve as a liaison between clients, Producers, underwriters, and agency management, facilitating smooth interactions and ensuring effective communication
• Review and study carrier guidelines regularly to maintain a comprehensive understanding of product offerings and underwriting requirements
• Participate in continuing education classes to enhance knowledge and skills in the insurance field
• Commitment to staying updated on industry trends, regulations, and best practices
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information
  
  

Qualifications And Requirements

• Bachelor of Science degree in a business-related field
• An active Florida 2-20 Insurance License
• 1 to 3 years of relevant work experience in an insurance sale, account management, or a customer service-related position
• Prior insurance sales experience in the commercial lines' property and casualty (P&C) field
• Comprehensive knowledge of commercial lines insurance products, including coverages, policies, procedures, and underwriting principles
• Proficient in using Customer Relationship Management (CRM) system and Microsoft Office Suite tools
• Experience building and maintaining strong client relationships while understanding clients’ unique needs and providing customized insurance solutions
• Excellent interpersonal and communication skills (both written and oral)
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Exceptional problem-solving skills, with the ability to convey information clearly and transparently
• Collaborate effectively within a team environment and contribute to the collective success
• Authorized to work in the U.S. without sponsorship now and in the future
  
  

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and across 48 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Why join us: We offer you the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• 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)
  
  

Compensation range: A starting base salary in the $55,000 to $65,000 range, depending on the candidate's experience.

A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers 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.

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 its 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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