Commercial Insurance Account Manager
Why This Role Matters
How You'll Make an Impact
- Serve as the primary service contact for a book of commercial insurance clients, delivering responsive support and building trusted relationships.
- Manage the full policy lifecycle, including renewals, endorsements, audits, billing inquiries, and policy changes to ensure accuracy and timeliness.
- Review new business and renewal policies to verify coverage alignment, policy accuracy, and client expectations.
- Market new and renewal business when needed by coordinating carrier submissions, evaluating coverage options, and supporting placement strategies.
- Maintain accurate account documentation within agency management systems and carrier platforms to support operational excellence.
- Collaborate with clients, carrier partners, producers, and internal teams to resolve issues, support claims coordination, and deliver proactive service.
- Support client presentations, renewal discussions, and ongoing service initiatives that strengthen client retention and satisfaction.
- Contribute to team success by sharing knowledge, supporting junior team members, and promoting collaboration across the organization.
Who You Are
- Client-focused and committed to delivering a high level of service and responsiveness.
- Organized and detail-oriented, with the ability to manage multiple accounts, priorities, and deadlines effectively.
- A proactive communicator who builds strong relationships with clients, carriers, and colleagues.
- Skilled at identifying issues, evaluating options, and developing practical solutions.
- Comfortable balancing independent responsibilities with collaborative teamwork.
- Adaptable and resourceful in a fast-paced insurance environment.
- Committed to accuracy, accountability, and continuous professional growth.
What You Bring
Day One:
- 5+ years of commercial insurance account management or related agency experience.
- Active Property & Casualty insurance license.
- Strong understanding of commercial insurance coverages, policy structures, renewals, and carrier processes.
- Experience working with agency management systems, with Applied EPIC experience preferred.
- Proficiency with Microsoft Office Suite and insurance-related technology platforms.
- Strong organizational, analytical, and problem-solving skills with the ability to manage competing priorities.
- Excellent written and verbal communication skills with a collaborative, client-focused approach.
Valuable Additions:
- Bachelor's degree in business, insurance, risk management, or a related field.
- Experience marketing commercial insurance accounts and coordinating carrier submissions.
- Previous involvement supporting client presentations, renewal strategies, or coverage reviews.
- Experience mentoring junior team members or contributing to training initiatives.
- Additional insurance designations or ongoing professional development within the insurance industry.
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
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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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