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Commercial Team Lead
Williamsville, NY
Commercial Lines Account Manager, Team Leader
Patriot Growth Insurance Services | Williamsville, NY | Hybrid | Full-Time
Why This Role Matters
As a Commercial Lines Account Manager, Team Leader, you'll play a critical role in protecting and supporting businesses through thoughtful insurance solutions and exceptional client service. This position combines hands-on account management with team leadership responsibilities, giving you the opportunity to guide client strategies, mentor team members, and strengthen long-term client relationships.
You'll partner closely with Producers, carrier partners, and internal service teams to support a portfolio of middle market and large commercial accounts. Your expertise will help ensure clients receive responsive service, comprehensive coverage recommendations, and proactive risk management support while contributing to retention and growth objectives.
How You'll Make an Impact
- Build and maintain strong relationships with clients, Producers, carrier partners, and internal team members to deliver an exceptional client experience.
- Lead the servicing of commercial accounts by responding to client needs, addressing coverage concerns, and providing consultative guidance on risk exposures.
- Support renewal and remarketing strategies by analyzing exposures, coordinating submissions, evaluating carrier options, and recommending appropriate coverage solutions.
- Manage policy servicing activities including new business, endorsements, cancellations, certificates, binders, registry transactions, and policy documentation.
- Identify coverage gaps and risk management opportunities that help clients protect their organizations and support long-term retention.
- Mentor and support team members while contributing to operational efficiency, service excellence, and overall account management performance.
Who You Are
- You are relationship-driven and enjoy becoming a trusted resource for clients, colleagues, and carrier partners.
- You bring a proactive, consultative approach to account management and problem solving.
- You are highly organized and can effectively balance multiple priorities and deadlines.
- You communicate clearly and professionally, adapting your approach to different audiences and situations.
- You maintain strong attention to detail while ensuring accuracy across documentation and systems.
- You enjoy coaching and supporting others and are committed to developing high-performing teams.
- You thrive in a fast-paced environment and remain focused on delivering outstanding service.
What You Bring
Day One:
- Active Property & Casualty Insurance License.
- Minimum of 7 years of Commercial Lines insurance experience.
- Previous leadership, supervisory, mentoring, or team development experience.
- Strong knowledge of commercial insurance coverages, including property, casualty, workers' compensation, umbrella, professional liability, and related lines.
- Experience supporting middle market and large commercial accounts.
- Knowledge of risk management principles and the ability to identify coverage gaps and recommend solutions.
- Experience using agency management systems, carrier portals, and commercial insurance technology platforms.
- Exceptional communication, client service, relationship-building, analytical, and problem-solving skills.
- Strong organizational skills with a high degree of accuracy and attention to detail.
Valuable Additions:
- Professional designations such as CIC, CPCU, ARM, CRM, or similar certifications.
- Bachelor's degree in Business, Insurance, Risk Management, or a related field.
- Advanced experience with complex account marketing, renewal strategy development, and coverage analysis.
- Experience leading process improvement initiatives or supporting team performance and development programs.
Real Benefits for Real Life
At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.
Highlights Include:
- 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
At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.
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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
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
$80,000 - $100,000 USD
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