Commercial Lines Account Manager

Patriot Growth Insurance Services, LLC; Sacramento (CA); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA) and Health Savings Account (HSA)

Commuter Transit Programs

Company paid Short-Term Disability

401(k) with employer match

Job summary

Patriot Growth Insurance Services, LLC in Sacramento, CA, is seeking a Commercial Account Manager to serve small business clients with exceptional service. Manage a high-volume client book, ensuring retention and satisfaction. The position requires an active California Property & Casualty Insurance License and 2+ years of experience in Commercial Insurance. Enjoy a hybrid work arrangement, competitive salary ($65,000 - $70,000 per year), and comprehensive benefits including medical and 401(k) with employer match.

Qualifications

• Active California Property & Casualty Insurance License is required.
• 2+ years of experience in Commercial Insurance is preferred.
• Proven ability to manage a book of business effectively.

Responsibilities

• Serve as a key point of contact for small business clients.
• Manage client service needs including updates to accounts.
• Coordinate renewal processes and follow up on quotes.

Skills

Client relationship management

Organizational skills

Problem-solving

Written and verbal communication

Team collaboration

Education

High School Diploma or GED

Active California Property & Casualty Insurance License

2+ years of experience in Commercial Insurance

Tools

Applied EPIC

Microsoft Office

Job description

Patriot Growth Insurance Services: 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. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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.

Position Overview

The Commercial Account Manager serves as a key point of contact for small business clients, providing exceptional service and support 'to our small business unit'. This role focuses on efficiently managing a high-volume small business book of business, acting as a liaison between clients and insurance carriers. The position requires a strong commitment to delivering a responsive, streamlined client experience that drives retention and overall satisfaction.

Work Arrangement

This is a full-time hybrid position, working 4 days remotely and 1 day in our office located in Sacramento, CA per week.

Professional Responsibilities

• Collaborate closely with the Commercial Lines Supervisor to support clients effectively.
• Manage client service needs, including making updates to existing accounts and ensuring timely responses.
• Coordinate and oversee renewal processes, market new business opportunities, and follow up on quotes with carriers.
• Process essential documents such as change requests, endorsements, binders, certificates, proposals, policies, and more, ensuring timely delivery to clients.
• Maintain accurate and accessible records while adhering to agency standards and procedures.
• Communicate proactively with carriers and clients through professional correspondence.
• Cultivate strong working relationships with clients, insurance carriers, producers, and team members.
• Identify cross-selling opportunities and introduce additional products to meet client needs.

Qualifications and Requirements

• Active California Property & Casualty Insurance License.
• 2+ years of experience in Commercial Insurance.
• Proven ability to manage a Commercial Book of Business.
• High School Diploma or GED required.
• Strong organizational and prioritization skills for managing daily responsibilities.
• Excellent problem-solving abilities with a persistent approach to achieving solutions.
• Exceptional written and verbal communication skills for clear and transparent information sharing.
• Effective team collaboration skills with a focus on collective success.
• Proficient in Applied EPIC, Microsoft Office, carrier websites, and relevant software.
• Demonstrated commitment to continuous learning and professional growth in Commercial Transportation insurance.

Why Patriot Growth Insurance Services

We offer 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 holidays
• Personalized PTO
• 401(k) with employer match

Pay Range

$65,000 - $70,000 per year depending on 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, colour, 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.