Commercial Lines Account Manager (Hybrid)

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (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 24th 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 detail-oriented and client-focused Commercial Lines Account Manager to manage and retain a portfolio of commercial insurance accounts while delivering exceptional service and support. This role is responsible for overseeing client relationships, supporting renewals and remarketing efforts, managing policy servicing activities, and collaborating with Producers to ensure clients receive appropriate coverage solutions. The ideal candidate is proactive, highly organized, and experienced in servicing middle and large market commercial accounts within a fast-paced insurance environment. This position plays a key role in supporting client retention, account growth, and overall service excellence.

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

Professional Responsibilities:

• Deliver responsive, high-quality service while building and maintaining strong relationships with clients, Producers, carrier partners, and internal team members.
• Proactively service commercial accounts by addressing client concerns, responding to requests, and providing consultative support in a professional and timely manner.
• Pre-qualify new business opportunities in accordance with agency guidelines.
• Process policy servicing activities including new business, endorsements, cancellations, registry transactions, binders, certificates, policies, and related documentation.
• Support renewal and remarketing processes by evaluating exposures, coordinating with clients and Producers, and ensuring appropriate carrier placement and coverage recommendations.
• Educate clients on insurance coverages, exclusions, exposures, and audit procedures while maintaining thorough documentation within agency systems.
• Provide technical support to Producers related to coverage analysis, renewal proposals, suspense items, and account servicing needs.
• Complete the application and submission process, including preparing proposals and applications, obtaining signatures, submitting documentation to insureds and carriers, and ensuring timely follow-up.
• Review interim audit reports for accuracy and assist clients through audit-related processes.
• Respond to incoming and outgoing client, carrier, and internal communications professionally, accurately, and within expected timelines.
• Maintain accurate and consistent documentation within agency systems and electronic files in accordance with agency standards.
• Take first reports of loss, coordinate