Commercial Lines Assistant Account Manager

Patriot Growth Insurance Services

Andrews (TX)

On-site

USD 68,880,000 - 82,656,000

Full time

2 days ago

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Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Match

Personalized PTO

Parental Leave

Mental health support

Job summary

Patriot Growth Insurance Services seeks a Commercial Lines Assistant Account Manager to support a busy commercial lines book, coordinating with carriers and handling endorsements, certificates, and renewals. You will work with Account Managers to deliver accurate service and protect client interests.

To succeed, you are organized, detail-oriented, and committed to confidentiality. A Property & Casualty license and MS Office proficiency are essential; EPIC experience is a plus.

Qualifications

High school diploma or GED required.
Active Property & Casualty license.
Experience in administrative support role.
Familiarity with commercial lines products and procedures.
Strong written and verbal communication skills.
Excellent organizational and time management abilities.
Proficiency with Microsoft Office and client/policy management apps.
Strong attention to detail and problem-solving.

Responsibilities

Respond to client inquiries by phone, email, and in person with timely, professional service.
Process endorsements and coverage changes with accurate system documentation.
Support clients through the claims process by submitting claims and monitoring progress.
Prepare and distribute Certificates of Insurance and Evidence of Insurance.
Maintain organized client records with carrier and policy documentation.
Assist with renewals, loss runs, policy updates, and carrier servicing requests.

Skills

Property & Casualty License

Administrative support

Commercial lines knowledge

MS Office

Communication skills

Time management

Documentation

Detail-oriented

Education

High School Diploma or GED

Associate Degree in Business Administration

Tools

EPIC

Job description

Why This Role Matters

As a Commercial Lines Assistant Account Manager, you'll play a key role in supporting commercial insurance clients and the internal team that services their business. Your work helps ensure policy changes are handled accurately, client requests are resolved quickly, and critical documentation is maintained throughout the policy lifecycle.

Working closely with Account Managers and Account Executives, you'll support a commercial lines book of business by managing service requests, coordinating with carriers, and helping clients navigate endorsements, claims, certificates, and renewals. This is an excellent opportunity for someone who enjoys client service, thrives in a detail-oriented environment, and wants to grow within the insurance industry.

How You'll Make an Impact

Respond to client inquiries by phone, email, and in person, delivering timely and professional service.
Process policy endorsements and coverage changes while ensuring accurate system documentation.
Support clients through the claims process by submitting claims, communicating with carriers, and monitoring claim progress.
Prepare and distribute Certificates of Insurance and Evidence of Insurance for clients and third-party requestors.
Maintain complete and organized client records by downloading, attaching, and updating carrier and policy documentation.
Assist with renewals, loss runs, policy updates, finance agreements, and carrier change requests to support overall book retention and servicing.

Who You Are

Client-focused and responsive, with a commitment to delivering exceptional service.
Organized and able to prioritize competing responsibilities effectively.
A clear and professional communicator who builds trust with clients, carriers, and teammates.
Detail-oriented with a strong focus on accuracy and data integrity.
Resourceful and persistent when resolving issues and following through on requests.
Collaborative and willing to support team success, including providing coverage for colleagues when needed.
Committed to confidentiality, professionalism, and ethical business practices.

What You Bring

Day One:

High School Diploma or GED.
Active Property & Casualty Insurance License.
Prior experience in an administrative support role.
Familiarity with commercial lines insurance products, coverages, policies, and procedures.
Strong written and verbal communication skills.
Excellent organizational and time management abilities.
Proficiency with Microsoft Office Suite and business applications used for client and policy management.
Strong attention to detail and problem-solving skills.

Valuable Additions:

Experience working in a Property & Casualty insurance agency.
Experience supporting a Commercial Lines Department.
Associate Degree in Business Administration or a related field.
Experience using EPIC or a similar agency management system.
Familiarity with endorsements, certificates, claims support, renewals, loss runs, and carrier servicing processes.

Real Benefits for Real Life

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

About Patriot Growth Insurance Services

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.