Commercial Lines Strategist & Client Advocate

Patriot Growth Insurance Services, LLC; Attleboro (MA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical plan options

Virtual medical & mental health care

Disability coverage

Parental leave

Personalized PTO

401(k) company match

Dental and vision coverage

Employee assistance program

Job summary

Patriot Growth Insurance Services in Attleboro, MA is seeking an Account Manager to serve as a trusted advisor to commercial insurance clients, managing renewals, policy changes, and service needs with a proactive, consultative approach.

You will partner with clients, producers, and carrier partners to deliver strategic coverage guidance, educate clients on risk and coverage options, and support remarketing for competitive solutions.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Account management

Property & Casualty

Client service

Communication

Microsoft Office

P&C License readiness

Relationship-building

Education

High School Diploma or GED

Bachelor's degree in Sales/Marketing/Business Admin

Tools

Agency management systems

Electronic insurance workflows

Job description

Patriot Growth Insurance Services in Attleboro, MA is seeking an Account Manager to serve as a trusted advisor to commercial insurance clients, managing renewals, policy changes, and service needs with a proactive, consultative approach.

You will partner with clients, producers, and carrier partners to deliver strategic coverage guidance, educate clients on risk and coverage options, and support remarketing for competitive solutions.