Commercial Lines Account Manager
Why This Role Matters
How You'll Make an Impact
- Build and maintain strong client relationships by providing proactive guidance on coverage options, risk management strategies, and policy enhancements.
- Develop customized insurance proposals that align coverage recommendations with each client's unique exposures and business needs.
- Present new business and renewal quotes, helping clients understand coverage terms, benefits, and pricing options.
- Manage policy changes, endorsements, certificates of insurance, and related documentation to ensure accuracy and timely service.
- Respond promptly to client inquiries regarding coverage, claims, billing, and policy administration, delivering solutions that strengthen client satisfaction and retention.
- Support business growth by identifying new opportunities, networking within the community, and participating in agency marketing initiatives.
- Review policy documents and insurance contracts to ensure compliance, accuracy, and alignment with client expectations.
- Collaborate with accounting and service teams on billing activities, audits, and account management processes.
Who You Are
- A client-focused professional who genuinely enjoys building relationships and delivering exceptional service.
- Responsive, proactive, and committed to creating a positive experience for clients and colleagues.
- Detail-oriented and highly organized, with the ability to manage multiple priorities effectively.
- A strong communicator who can explain complex insurance concepts clearly and confidently.
- A collaborative team player who contributes to shared goals and supports colleagues when needed.
- A critical thinker who approaches challenges with curiosity, sound judgment, and practical solutions.
- Committed to professionalism, ethical conduct, and maintaining confidentiality when handling sensitive information.
What You Bring
Day One:
- Nevada Property & Casualty Insurance License.
- Associate Degree in Sales, Business Administration, Marketing, or a related field.
- One or more years of experience in an administrative, account management, or related role.
- Knowledge of commercial and personal lines insurance products, coverages, policies, and procedures.
- Strong written and verbal communication skills.
- Excellent organizational, project management, and time management abilities.
- Proficiency with Microsoft Office applications and client management technology platforms.
- Ability to work effectively in a collaborative, team-oriented environment.
Valuable Additions:
- Experience in the property and casualty insurance industry, specifically commercial lines account management.
- Bachelor's Degree in Sales, Business Administration, Marketing, or a related field.
- Professional insurance designations such as CIC, AU, CPCU, or similar credentials.
- Experience working with CRM systems and insurance agency management platforms.
- Knowledge of insurance marketing, prospecting, and business development activities.
- Understanding of industry regulations, trends, and best practices.
Real Benefits for Real Life
- 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
About Capstone Brokerage
Since 1997, Capstone Brokerage has been a trusted provider of risk management, insurance, and employee benefits solutions, proudly serving clients nationwide. As a proud partner agency of Patriot Growth Insurance Services, we are dedicated to delivering personalized strategies that align with each client’s unique needs. Our organization is grounded in a strong culture built on core values-professionalism, empowerment, teamwork, accountability, and leadership. With an energetic and passionate team, we bring integrity and exceptional service to everything we do.
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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.Â
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.
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