Select Business Account Manager

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

Benefits offered by this job

Medical plan options

Virtual medical and mental healthcare

Employer-paid disability coverage

Paid parental leave

Personalized PTO

401(k) with company match

Dental and vision coverage

Employee Assistance Program

Job summary

Patriot Growth Insurance Services in Dallas, TX, is seeking a Select Business Account Manager to manage a portfolio of commercial insurance accounts and deliver proactive client service.

You will engage with Producers, carriers, and internal teams to renew, quote, and place coverage while educating clients on coverages and policy details. This role emphasizes relationship-building, accuracy, and timely responses in a hybrid, full-time capacity.

Qualifications

• Active Property & Casualty insurance license.
• 1 to 3 years of experience in account management, customer service, insurance service, or another client-facing role.
• Strong understanding of commercial lines insurance products, coverages, carrier requirements, underwriting principles, and policy servicing practices.
• Experience managing client relationships and responding to client needs with professionalism and urgency.
• Excellent written and verbal communication skills.
• Strong organizational, problem-solving, and time management abilities.
• Proficiency with Agency Management Systems, Microsoft Office Suite, carrier platforms, comparative rating tools, and related insurance technology.
• Ability to collaborate effectively with clients, Producers, carriers, and internal stakeholders.

Responsibilities

• Manage a portfolio of commercial insurance accounts and provide timely, accurate, and professional client service.
• Support new business opportunities by gathering underwriting information, preparing applications, obtaining quotes, and coordinating submissions.
• Guide clients through policy renewals and remarketing strategies to help secure appropriate coverage and competitive carrier placement.
• Educate clients on coverages, exclusions, exposures, and policy details so they can make informed insurance decisions.
• Coordinate policy transactions including endorsements, cancellations, certificates of insurance, policy delivery, and related service requests.
• Partner with Producers, carriers, and internal teams to resolve client concerns, support retention efforts, and maintain strong client relationships.

Skills

Client relationship building

Clear communication

Organization & time management

Ownership & problem solving

Attention to detail

Collaboration

Professional ethics

Education

High school diploma or GED

Associate's or Bachelor's degree in Risk Management, Business Administration, Marketing

Tools

Agency Management Systems

Microsoft Office Suite

Carrier platforms & rating tools

Job description

Patriot Growth Insurance Services | Dallas, TX | Hybrid | Full-Time

Why This Role Matters

As a Select Business Account Manager, you'll serve as a trusted resource for commercial insurance clients, helping them navigate coverage decisions, policy changes, renewals, and day-to-day service needs. Your work directly supports client retention, strengthens carrier and producer relationships, and ensures clients receive responsive, accurate, and professional service throughout the policy lifecycle.

In this role, you'll manage a portfolio of select business accounts while partnering closely with Producers, carriers, and internal colleagues. You'll play an important part in delivering a seamless client experience, supporting new business growth, and helping clients protect what matters most to their organizations.

How You'll Make an Impact

• Manage a portfolio of commercial insurance accounts and provide timely, accurate, and professional client service.
• Support new business opportunities by gathering underwriting information, preparing applications, obtaining quotes, and coordinating submissions.
• Guide clients through policy renewals and remarketing strategies to help secure appropriate coverage and competitive carrier placement.
• Educate clients on coverages, exclusions, exposures, and policy details so they can make informed insurance decisions.
• Coordinate policy transactions including endorsements, cancellations, certificates of insurance, policy delivery, and related service requests.
• Partner with Producers, carriers, and internal teams to resolve client concerns, support retention efforts, and maintain strong client relationships.

Who You Are

• You build trust quickly and enjoy developing long-term client relationships.
• You communicate clearly and confidently with clients, carriers, Producers, and colleagues.
• You stay organized and effectively manage multiple priorities, deadlines, and follow-up tasks.
• You take ownership of issues and proactively work toward solutions.
• You pay close attention to details and understand the importance of accuracy in client service and policy administration.
• You are collaborative, team-oriented, and committed to delivering a positive client experience.
• You maintain professionalism, confidentiality, and strong ethical standards in every interaction.

What You Bring

Day One:

• Active Property & Casualty insurance license.
• High school diploma or GED.
• 1 to 3 years of experience in account management, customer service, insurance service, or another client-facing role.
• Strong understanding of commercial lines insurance products, coverages, carrier requirements, underwriting principles, and policy servicing practices.
• Experience managing client relationships and responding to client needs with professionalism and urgency.
• Excellent written and verbal communication skills.
• Strong organizational, problem-solving, and time management abilities.
• Proficiency with Agency Management Systems, Microsoft Office Suite, carrier platforms, comparative rating tools, and related insurance technology.
• Ability to collaborate effectively with clients, Producers, carriers, and internal stakeholders.

Valuable Additions

• Associate's or Bachelor's degree in Risk Management, Business Administration, Marketing, or a related field.
• Experience working specifically within Commercial Lines account management.
• Experience supporting new business marketing and renewal remarketing efforts.
• Knowledge of claims reporting processes, audit resolution, and policy administration best practices.
• Exposure to cross-selling insurance solutions and identifying additional client service opportunities.

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
• Comprehensive dental and vision coverage
• 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

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.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

$70,000—$90,000 USD