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Commercial Lines Account Manager

1 month ago
United States
Full-time
Junior
Account Manager
Customer and Technical Support
Apply Now
Patriot Growth Insurance Services

Patriot Growth Insurance Services

Patriot Growth Insurance Services is a leading national insurance services group that collaborates with property and casualty as well as employee benefits sectors to enhance client growth and provide comprehensive risk management and insurance solutions.

Insurance
1K-5K
Founded 2019
View All Jobs 6

Description

  • Build and maintain relationships with commercial clients, carriers, producers, and internal partners.
  • Manage endorsements, policy changes, certificates, billing inquiries, and other service requests.
  • Review policies, endorsements, and coverage documentation for accuracy and compliance.
  • Support new-business onboarding and transitions from sales to account management.
  • Identify coverage gaps, emerging exposures, cross-selling opportunities, and account-rounding strategies.
  • Coordinate renewal and service activities with carriers, renewal specialists, and internal teams.
  • Resolve client and account issues through clear communication and proactive follow-up.
  • Maintain accurate policy records and account documentation in agency management and CRM systems.

Requirements

  • 1–3 years of experience in commercial insurance account management, customer service, sales support, or a related client-facing role.
  • High school diploma, GED, or associate degree in business administration or a related field.
  • Florida 2-20 Property & Casualty Insurance License.
  • Working knowledge of commercial lines products, coverages, policy structures, underwriting principles, and carrier requirements.
  • Strong client relationship management, customer service, communication, organization, and time-management skills.
  • Proficiency with CRM platforms, agency management systems, Microsoft Office, and business technology tools.
  • Property & Casualty insurance industry experience preferred.
  • Experience servicing small to middle-market commercial accounts across multiple industries preferred.
  • Bachelor’s degree, insurance designations or ongoing industry education, and experience with remarketing, account rounding, cross-selling, multiple carriers, or agency platforms preferred.

Benefits

  • $65,000–$75,000 USD salary range; roles may also qualify for performance-based bonus, commission, or equity.
  • Multiple medical plans with preventive care covered at 100%.
  • Free virtual medical and mental healthcare for employees and families, plus a healthcare concierge.
  • Dental and vision insurance, employer-paid short- and long-term disability coverage, and an Employee Assistance Program.
  • Paid parental leave, personalized PTO without traditional accruals, separate sick leave, and company-paid holidays.
  • 401(k) with company match.

Interested in this position?

Apply directly on the company website

Apply Now

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