Commercial Lines Account Manager (Select Business Unit)

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 a skilled and detail-oriented Account Manager with experience in commercial insurance. In this role, you will be responsible for managing a diverse portfolio of commercial clients, ensuring timely renewals, handling policy updates, and addressing client inquiries. The ideal candidate will have a solid understanding of commercial insurance products, excellent communication abilities, and the drive to maintain strong, long-term client relationships. If you are a self-motivated professional with a passion for client service, we encourage you to apply!

Work Arrangement: This is a full-time position working in our office located in Southlake, TX, with a potential remote work arrangement available.

Professional Responsibilities:

• Provide ongoing support to clients by answering policy-related questions and offering guidance on coverage options
• Keep client records accurate and organized in accordance with company procedures
• Assist in marketing new business and handling policy renewals, ensuring competitive coverage and pricing for clients
• Prepare necessary renewal documentation, including proposals, applications, insurance forms, and certificates
• Review and interpret insurance contract requirements for issuing certificates
• Oversee invoicing for new policies, renewals, and endorsements, ensuring smooth workflow
• Process client policy endorsements and work with carriers to provide any additional underwriting information when needed

Qualifications and Requirements:

• 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 with attention to detail and the ability to meet various deadlines
• Willingness to go above and beyond to ensure client satisfaction
• Active Property & Casualty Insurance License
• Minimum of 2 years of experience in commercial insurance and client service
• Proficient in Microsoft Office 365, including Outlook and OneDrive
• Authorized to work in the U.S. without sponsorship