Small Business Account Manager

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

Benefits offered by this job

Medical plan options

Virtual healthcare

Disability insurance

Parental leave

PTO with flexible accruals

401(k) match

Employee assistance program

Job summary

Patriot Growth Insurance Services in Taunton, MA, is seeking a Small Business Account Manager to oversee a portfolio of small business clients, deliver proactive service, and maintain accurate policy administration.

You will work closely with producers, carriers, and internal teams to ensure coverage aligns with client needs and to support renewals, endorsements, and cross-selling opportunities. This hybrid, full-time role offers a comprehensive benefits package and growth potential.

Qualifications

• 3+ years of Property & Casualty account management experience, or 4+ years of Property & Casualty commercial lines industry experience.
• High School Diploma or GED.
• Ability to obtain a Property & Casualty Insurance License within three months of hire.
• Strong client service, communication, and relationship management skills.
• Proficiency with Microsoft Office Suite.
• Ability to manage multiple priorities while maintaining strong attention to detail.
• Authorization to work in the United States without sponsorship.

Responsibilities

• Serve as the primary point of contact for a book of small business clients, providing responsive service and building lasting relationships.
• Manage policy renewals, endorsements, cancellations, audits, and service requests while maintaining accuracy and efficiency.
• Educate clients on insurance coverage, exclusions, exposures, and risk management considerations to help them make informed decisions.
• Partner with producers to prepare proposals, applications, and renewal strategies that align with client objectives.
• Market and remarket business when appropriate to help ensure clients receive competitive and effective coverage solutions.
• Coordinate claims reporting, certificates, binders, and policy documentation to support a seamless client experience.
• Maintain accurate electronic files, agency management system records, and account documentation according to agency standards.
• Identify cross-selling opportunities and connect clients with additional products and services that meet their evolving needs.

Skills

Client service

Communication

Organizational skills

Relationship management

MS Office proficiency

Work authorization

Education

High School Diploma or GED

Bachelor's degree (related field)

Tools

Agency management system

Insurance technology platforms

Job description

Patriot Growth Insurance Services| Taunton, MA | Hybrid | Full-Time

Why This Role Matters

As a Small Business Account Manager, you'll serve as a trusted partner to business owners, helping them navigate their insurance needs with confidence while delivering proactive, relationship-focused service. Your ability to build strong client connections, provide timely support, and ensure accurate policy administration will play a key role in client retention and long-term agency success.

In this role, you'll manage a portfolio of small business accounts while collaborating closely with producers, carrier partners, and internal teams. You'll support clients throughout the policy lifecycle, helping them secure appropriate coverage, understand insurance solutions, and receive exceptional service at every stage of their relationship with the agency.

How You'll Make an Impact

• Serve as the primary point of contact for a book of small business clients, providing responsive service and building lasting relationships.
• Manage policy renewals, endorsements, cancellations, audits, and service requests while maintaining accuracy and efficiency.
• Educate clients on insurance coverage, exclusions, exposures, and risk management considerations to help them make informed decisions.
• Partner with producers to prepare proposals, applications, and renewal strategies that align with client objectives.
• Market and remarket business when appropriate to help ensure clients receive competitive and effective coverage solutions.
• Coordinate claims reporting, certificates, binders, and policy documentation to support a seamless client experience.
• Maintain accurate electronic files, agency management system records, and account documentation according to agency standards.
• Identify cross-selling opportunities and connect clients with additional products and services that meet their evolving needs.

Who You Are

• Client-focused and passionate about delivering exceptional service.
• A proactive communicator who builds trust through responsiveness and professionalism.
• Organized and detail-oriented, with the ability to successfully manage multiple priorities and deadlines.
• Consultative in your approach, taking time to understand client needs and recommend appropriate solutions.
• Resourceful and solution-oriented when handling client questions or complex service issues.
• Collaborative and supportive of team goals and agency success.
• Committed to continuous learning and professional growth within the insurance industry.

What You Bring

Day One:

• 3+ years of Property & Casualty account management experience, or 4+ years of Property & Casualty commercial lines industry experience.
• High School Diploma or GED.
• Ability to obtain a Property & Casualty Insurance License within three months of hire.
• Strong client service, communication, and relationship management skills.
• Proficiency with Microsoft Office Suite.
• Ability to manage multiple priorities while maintaining strong attention to detail.
• Authorization to work in the United States without sponsorship.

Valuable Additions:

• Bachelor's degree in Sales, Marketing, Business Administration, or a related field.
• Active Property & Casualty Insurance License.
• Experience working with agency management systems and insurance technology platforms.
• Knowledge of commercial insurance coverages, renewals, underwriting, and carrier processes.
• Experience identifying cross-selling opportunities and supporting business growth initiatives.

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.

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.

Pay Range

$70,000 - $90,000 USD