Commercial Lines Account Manager (Hybrid)

Patriot Growth Insurance Services, LLC; Dallas (TX); Hybrid; USD 34,440 - 37,195; Full time

Benefits offered by this job

Medical, Dental, and Vision Benefits

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

Company paid Short-Term Disability

Paid Parental Leave

Personalized PTO

401 (k)

Job summary

A leading insurance services firm is seeking a Commercial Lines Account Manager (Hybrid) to manage a dedicated book of business. This full-time role includes serving as the primary contact for clients and handling renewals and day-to-day service needs. Candidates should possess a Property & Casualty License and have at least 2 years of relevant experience. Join a fast-growing team and contribute to building strong client relationships in a supportive environment.

Qualifications

• Proven experience in managing commercial lines accounts.
• Ability to interpret and negotiate insurance contracts.
• High level of accuracy and organization in a fast-paced environment.

Responsibilities

• Manage a book of commercial lines accounts and client relationships.
• Prepare insurance documents and ensure contract compliance.
• Quote and remarket accounts, negotiating with carriers.

Skills

Client-first mindset

Strong verbal communication

Strong written communication

Organizational skills

Education

Active Property & Casualty License

2+ years of Commercial Lines experience

Tools

Microsoft Office 365

Applied Epic

Job description

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Join to apply for the Commercial Lines Account Manager (Hybrid) role at Patriot Growth Insurance Services, LLC

About Consolidated Insurance Markets (CIM), A Division of Patriot Growth Insurance Services: Our mission is to build strong, lasting relationships. Since 1999, we've offered a personalized alternative to big box insurance companies, focusing on friendly, human interaction. At Consolidated Insurance Markets, we listen closely to ensure your family and business are fully protected. Here, you can trust that we know your name!

Position Overview: We’re seeking an experienced, service-focused Commercial Lines Account Manager to join our team in Flower Mound. In this role, you’ll independently manage a dedicated book of business across various industries, serving as the primary contact for renewals, endorsements, audits, and day-to-day servicing. You’ll have significant autonomy to make client-facing decisions, solve problems, and drive account strategy, going beyond processing to interpret contracts, assess risk, and guide clients through coverage decisions, carrier negotiations, and compliance requirements. If you thrive in a fast-paced environment and take pride in owning client relationships from start to finish, we’d love to connect.

Work Arrangement: This is a full-time position with hybrid opportunities available after 60 days, reporting to our office located in Flower Mound, TX.

Professional Responsibilities

• Manage a book of commercial lines accounts, handling renewals, marketing, and ongoing service needs from start to finish
• Serve as a trusted advisor for clients on policy coverages, contract compliance, claims coordination, and carrier communications
• Prepare proposals, applications, and policy documents, including Acord forms, binders, certificates, and invoices
• Quote and remarket accounts, negotiating with carriers and presenting competitive solutions to clients
• Maintain clean, organized documentation in the AMS per agency standards (including file notes, audit outcomes, and policy changes)
• Coordinate with underwriters, producers, and internal teams to ensure deadlines are met and service remains proactive and accurate
• Interpret insurance certificate language and ensure client deliverables meet contractual obligation
  
  

Qualifications And Requirements

• Active Property & Casualty License
• 2+ years of Commercial Lines experience in an independent agency, MGA, or brokerage environment
• Strong working knowledge of core commercial coverages (GL, Property, Auto, WC, E&O, etc.)
• Experience preparing insurance documents including COIs, binders, SOIs, and renewal presentations
• High level of organization and accuracy in a fast-paced setting; able to manage multiple deadlines without sacrificing quality
• Client-first mindset with strong verbal and written communication skills
• Proficiency in Microsoft Office 365 (Outlook, Word, Excel, OneDrive); Applied Epic or similar AMS experience preferred
• Willingness to go above and beyond to support clients, producers, and teammates when needed
  
  

About 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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 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.

Patriot offers the opportunity to be a part of a fast-growing company 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.

Benefits

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)
  
  

Pay Range: $25 - $27 per hour depending on experience plus commission opportunity and benefits.

• 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 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

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Information Technology

• Industries

  Insurance

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