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Commercial Lines Account Manager

patriotgrowthinsuranceservicesllc · Patriot CA
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<div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Commercial Lines Account Manager</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Patriot Growth Insurance Services</strong> | <strong>Remote (PST or MST)</strong> | <strong>Full-Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">As a Commercial Lines Account Manager, you'll play a key role in helping clients protect their businesses while strengthening relationships that drive retention and growth. Your expertise, responsiveness, and attention to detail will help clients navigate risk with confidence and ensure they receive the coverage and service they need at every stage of their business.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">In this role, you'll manage a commercial lines book of business, partner closely with producers, underwriters, carriers, and agency leadership, and identify opportunities to expand coverage that supports clients' evolving needs. You'll join a collaborative environment that values service, professionalism, and continuous learning.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Build trusted relationships with commercial lines clients by providing responsive service, guidance, and coverage recommendations.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Manage new and renewal business by assessing risk exposures, evaluating coverage needs, and placing policies aligned with client goals and underwriting guidelines.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Quote and write new business opportunities generated through inbound inquiries and referrals.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Process endorsements, policy changes, and account updates accurately and efficiently to support a seamless client experience.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Review renewal and expiration reports, develop retention strategies, and collaborate with team members to deliver the best outcomes for clients.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Identify cross-selling and upselling opportunities that help clients strengthen their risk management programs and coverage portfolios.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Serve as a key liaison between clients, producers, underwriters, carriers, and agency leadership to facilitate communication and successful outcomes.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Relationship-focused and committed to delivering an exceptional client experience.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proactive in anticipating client needs and identifying solutions before issues arise.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Organized and effective at managing multiple priorities in a fast-paced environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Detail-oriented with strong follow-through and a commitment to accuracy.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A collaborative team player who values knowledge sharing and partnership.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A strong communicator who can explain complex insurance concepts in a clear and approachable way.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Dedicated to continuous learning and staying current on industry trends, carrier guidelines, and regulatory changes.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Active Property and Casualty Insurance License.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">1 to 3 years of experience in sales, account management, customer service, or a related client-facing role.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">High School Diploma, GED, or Associate Degree in Business Administration, Finance, Risk Management, or a related field.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Working knowledge of commercial lines insurance principles, coverages, policies, and underwriting concepts.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong written and verbal communication skills.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Excellent organizational skills with the ability to prioritize tasks and manage multiple responsibilities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong critical thinking and problem-solving abilities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proficiency with Microsoft Office Suite, CRM platforms, and business technology used for client management and communication.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Commitment to professionalism, confidentiality, and ethical business practices.</li> </ul> <h3>Valuable Additions:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience in the Property and Casualty insurance industry.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Direct

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