Commercial Lines Manager (Hybrid)

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: The Commercial Lines Manager is responsible for leading and overseeing the Commercial Lines service teams across the Middle Market and Select Business Unit (SBU). This role provides operational leadership, systems expertise, and people management to ensure consistent service delivery, strong data integrity, efficient workflows, and ongoing teammate development.

The Commercial Lines Manager serves as a subject-matter expert in Applied Epic and related service platforms and partners closely with Producers, Account Executives, and agency leadership to support retention, growth, and operational excellence.

Work Arrangement: This is a full-time hybrid position reporting to our office located in Southlake, TX.

Professional Responsibilities:

• Lead, manage, and hold accountable Commercial Lines service team members across Middle Market and SBU
• Establish service standards, performance expectations, and workload balance across teams
• Partner with Producers, Account Executives, and leadership to support client service and retention
• Oversee workflow consistency, data integrity, and compliance within Applied Epic
• Serve as a systems expert for Applied Epic, Indio, CSR24, and Applied Pay
• Monitor key performance metrics including workloads, turnaround times, and service quality
• Own Commercial Lines workflows, processes, and standard operating procedures
• Identify and implement process and system improvements
• Provide guidance and support for E&S placements and marketplace navigation
• Lead onboarding, training, and ongoing development of Commercial Lines team members
• Collaborate cross-functionally with Finance, IT, HR, Sales Operations, and carrier partners
• Prepare reporting and updates for leadership as needed

Qualifications and Requirements:

• High School Diploma or GED required; Associate or Bachelor’s Degree preferred
• 3+ years of experience in commercial lines insurance sales or account management
• Prior experience leading or supervising a team preferred