Small Business Commercial Lines Account Lead

Patriot Growth Insurance Services; Rehoboth (MA); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical Insurance

401(k) with company match

Paid time off

Job summary

Patriot Growth Insurance Services is seeking a Hybrid, Full-Time Small Business Account Manager in Rehoboth, MA to manage a book of small business clients and collaborate with producers, carriers, and internal teams to ensure coverage and service excellence.

You will handle renewals, endorsements, and service requests, educate clients on coverage and risk management, and pursue cross-selling opportunities while maintaining meticulous records and delivering proactive support.

Qualifications

• 3+ years of Property & Casualty account management experience, or 4+ years of Property & Casualty commercial lines 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

Relationship management

Microsoft Office

Multitasking

US work authorization

Education

High School Diploma or GED

Bachelor's degree in Sales, Marketing, Business Administration, or related field

Tools

Agency management systems

Insurance technology platforms

Microsoft Office Suite

Job description

Patriot Growth Insurance Services is seeking a Hybrid, Full-Time Small Business Account Manager in Rehoboth, MA to manage a book of small business clients and collaborate with producers, carriers, and internal teams to ensure coverage and service excellence.

You will handle renewals, endorsements, and service requests, educate clients on coverage and risk management, and pursue cross-selling opportunities while maintaining meticulous records and delivering proactive support.