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Commercial Lines Account Manager (Hybrid)

Patriot Growth Insurance Services
United Statesfull_timeVerifiedPosted 8 Oct 2025

About the role

About Consolidated Insurance Markets (CIM), A Division of Patriot Growth Insurance Services: Our mission is to build strong, lasting relationships. Since 1999, we've offered a personalized alternative to big box insurance companies, focusing on friendly, human interaction. At Consolidated Insurance Markets, we listen closely to ensure your family and business are fully protected. Here, you can trust that we know your name!

Position Overview: We’re seeking an experienced, service-focused Commercial Lines Account Manager to join our team in Flower Mound. In this role, you’ll independently manage a dedicated book of business across various industries, serving as the primary contact for renewals, endorsements, audits, and day-to-day servicing. You’ll have significant autonomy to make client-facing decisions, solve problems, and drive account strategy, going beyond processing to interpret contracts, assess risk, and guide clients through coverage decisions, carrier negotiations, and compliance requirements. If you thrive in a fast-paced environment and take pride in owning client relationships from start to finish, we’d love to connect.

Work Arrangement: This is a full-time position with hybrid opportunities available after 60 days, reporting to our office located in Flower Mound, TX.

Professional Responsibilities:

  • Manage a book of commercial lines accounts, handling renewals, marketing, and ongoing service needs from start to finish
  • Serve as a trusted advisor for clients on policy coverages, contract compliance, claims coordination, and carrier communications
  • Prepare proposals, applications, and policy documents, including Acord forms, binders, certificates, and invoices
  • Quote and remarket accounts, negotiating with carriers and presenting competitive solutions to clients
  • Maintain clean, organized documentation in the AMS per agency standards (including file notes, audit outcomes, and policy changes)
  • Coordinate with underwriters, producers, and internal teams to ensure deadlines are met and service remains proactive and accurate
  • Interpret insurance certificate language and ensure client deliverables meet contractual obligation

Qualifications and Requirements:

  • Active Property & Casualty License
  • 2+ years of Commercial Lines experience in an independent agency, MGA, or brokerage environment
  • Strong working knowledge of core commercial coverages (GL, Property, Auto, WC, E&O, etc.)
  • Experience preparing insurance documents including COIs, binders, SOIs, and renewal presentations
  • High level of organization and accuracy in a fast-paced setting; able to manage multiple deadlines without sacrificing quality
  • Client-first mindset with strong verbal and written communication skills
  • Proficiency in Microsoft Office 365 (Outlook, Word, Excel, OneDrive); Applied Epic or similar AMS experience preferred
  • Willingness to go above and beyond to support clients, producers, and teammates when needed

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Company

Patriot Growth Insurance Services

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