Commercial Lines Account 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: We are seeking an experienced and client-focused Commercial Lines Account Manager to join our growing Commercial Lines team. This role is responsible for managing the day-to-day service needs of assigned commercial insurance clients, supporting renewal submissions, preparing proposals, and providing timely product and coverage support. The ideal candidate has strong commercial insurance knowledge, excellent communication skills, and a commitment to delivering a high-quality client experience. This position plays a key role in supporting client satisfaction, strengthening account relationships, and contributing to the overall success of the Commercial Lines team.

Work Arrangement: This is a full-time, hybrid position working in our office located in North Bellmore, NY.

Professional Responsibilities:

• Provide prompt, accurate, and courteous service to clients, Producers, carrier partners, and internal team members.
• Manage daily account service activities for assigned commercial lines accounts, including client inquiries, policy support, and coverage-related requests.
• Rate accounts using carrier websites and online rating platforms to support new business and renewal activity.
• Handle commercial lines renewal submissions, including gathering information, coordinating with carriers, and supporting the renewal process.
• Create proposals and supporting materials for Sales Executives and Producers.
• Troubleshoot and resolve product, policy, billing, claims, and service-related issues in a timely and professional manner.
• Document client interactions, account updates, service activities, and follow-up items within agency systems.
• Develop and maintain knowledge of commercial insurance products, carrier guidelines, coverage options, and service processes.
• Support Sales Executives and new Producers by providing commercial lines coverage knowledge and account support.
• Collaborate with team members on department projects, priorities, and process improvement initiatives.
• Build and maintain effective working relationships with clients, carriers, Producers, and internal team members.
• Assume additional responsibilities and support team priorities as assigned by management.

Qualifications and Requirements: