Commercial Account Manager
Commercial Lines Account Manager
Why This Role Matters
How You'll Make an Impact
- Deliver exceptional service to clients, Producers, carrier representatives, and internal team members by providing accurate, timely, and professional support.
- Manage the day-to-day servicing of commercial insurance accounts, including policy changes, account maintenance, and client requests.
- Rate and quote commercial insurance policies using carrier platforms and agency systems to support both new and renewal business opportunities.
- Coordinate renewal submissions and assist with remarketing efforts to help secure competitive coverage solutions for clients.
- Prepare proposals and supporting documentation for Producers and Sales Executives, helping drive client retention and growth.
- Maintain thorough and accurate account documentation while ensuring compliance with agency procedures and service standards.
- Collaborate with colleagues across the organization to support workflow management, client retention initiatives, and departmental priorities.
Who You Are
- Client-focused and committed to providing an outstanding service experience.
- Organized and detail-oriented, with the ability to manage multiple priorities and deadlines effectively.
- A strong communicator who builds positive relationships with clients, carriers, Producers, and colleagues.
- Resourceful and proactive when resolving service issues and identifying solutions.
- Adaptable and comfortable working in a fast-paced, team-oriented environment.
- Collaborative and dependable, willing to support team goals and shared success.
- Motivated to continuously learn about commercial insurance products, carrier requirements, and industry developments.
What You Bring
Day One:
- High school diploma or equivalent.
- Proficiency with Microsoft Office Suite and agency management systems.
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
- Excellent written, verbal, and interpersonal communication skills.
- Ability to establish and maintain strong working relationships with clients, carriers, peers, and internal stakeholders.
- Strong attention to detail and commitment to service excellence.
- Authorization to work in the United States without sponsorship.
Valuable Additions:
- 1-3 years of commercial insurance customer service, account management, or insurance sales experience.
- Active New York Property & Casualty insurance license.
- Experience working with commercial insurance products, coverages, renewals, and carrier rating platforms.
- Experience supporting renewal and remarketing processes.
- Claims experience.
- Associate's or bachelor's degree.
- Experience preparing insurance proposals and supporting Producers and Sales Executives.
Real Benefits for Real Life
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services
About We Insure Risk, A Division of Patriot Growth Insurance Services: At We Insure Risk, we are a team of industry experts driven by a shared commitment to teamwork, integrity, accomplishment, and creativity. Our success is rooted in our collaborative approach, allowing us to develop innovative solutions that protect what matters most to our clients. We don’t just think outside the box; we break it! Our mission is to provide creative strategies that effectively mitigate risk and advocate for our clients' best interests. By challenging the status quo and turning the industry upside down, we strive to redefine what is possible in insurance. Together, we embrace our values of passion and creativity to deliver tailored solutions that make a real difference.
Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.
Pay Range
$45,000 - $50,000 USD
Apply for this job
*
indicates a required field
