Commercial Lines Account Manager

About Harvey Insurance, A Division of Patriot Growth Insurance Services: Founded in 1995, Harvey Insurance Agency is a family-owned independent insurance firm based in Pasco, Washington. The agency has become one of the fastest-growing insurance firms in the region. Specializing in property and casualty insurance, with a strong focus on construction-related insurance and high-net-worth clients, Harvey Insurance Agency offers a diverse portfolio of services to meet the unique needs of its clients. The agency's commitment to excellence and personalized service has solidified its reputation as a trusted insurance provider in the Pacific Northwest.

Position Overview: We are seeking a motivated, people-oriented professional to join us as a Commercial Account Manager, with a clear path for growth into a commercial sales role. This position is ideal for someone who excels in client service and is eager to develop the skills necessary to become a trusted commercial producer.

In this role, you will be responsible for delivering exceptional insurance and risk management support to our commercial lines clients, ensuring a seamless client experience through proactive day-to-day service and relationship management. You will build strong, long-term partnerships with clients while gaining exposure to sales strategies, account development, and revenue growth opportunities.

Patriot will provide mentorship, training, tools, and resources to support your professional development and prepare you for success in a commercial sales capacity. What you must bring is the drive, ambition, and desire to grow. Our ideal candidate is hungry, humble, and smart-committed to excellence and motivated to do what’s best for our clients, teammates, and the communities we serve.

Work Arrangement: This is a full-time position working in our office located in Pasco, WA.

Professional Responsibilities:

• Quoting of new customer policies, manage remarketing, review, and requoting of renewals, ensuring thorough documentation of all actions and correspondence within the management system.
• Process and collect insured’s payables, including the creation and management of premium finance agreements.
• Maintain and update account information in the management system, including coverage details and premium adjustments.
• Identify opportunities to expand client portfolios by recommending additional insurance products to round out accounts.
• Review and process policy endorsements and cancellations promptly and accurately.
• Handle certificate processing and mortgagee change requests to maintain compliance and customer satisfaction.
• Review and respond to underwriting memos, coordinating with underwriters to resolve outstanding issues.

Qualifications and Requirements:

• Experience in the Property and Casualty Insurance industry, specifically in commercial lines account management (Preferred)
• Active Property & Casualty Insurance License (Preferred)
• A customer-oriented, motivated, and proactive attitude with strong verbal communication skills
• Ability to manage multiple tasks and work efficiently in a busy environment
• Highly organized