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Commercial Lines Account Executive
Waterloo, IA
Commercial Lines Account Executive
PDCM | Waterloo, IA | Hybrid | Full Time
Why This Role Matters
As a Commercial Lines Senior Account Executive, you'll play a critical role in delivering exceptional service and strategic insurance solutions to commercial clients. This role serves as a trusted advisor throughout the policy lifecycle, leading renewals, strengthening carrier and client relationships, and ensuring every detail is managed with accuracy and care.
You'll partner closely with producers, clients, underwriters, and internal service teams while helping mentor junior team members and supporting the continued growth of the commercial lines book. Success in this role comes from combining technical insurance expertise with strong communication, organization, and leadership skills.
How You'll Make an Impact
- Lead the commercial renewal process from strategy through binding, ensuring clients receive proactive guidance and seamless service.
- Build and strengthen relationships with clients, producers, underwriters, and carrier partners to support retention and growth.
- Prepare ACORD applications, loss summaries, descriptions of operations, and submission materials to secure competitive market options.
- Develop and deliver client-facing presentations that clearly communicate coverage recommendations and renewal strategies.
- Review policies, endorsements, contracts, and leases for coverage implications, accuracy, and compliance with client requirements.
- Delegate and oversee work completed by Account Managers and Account Assistants, ensuring quality, consistency, and service excellence.
Who You Are
- A relationship builder who communicates confidently with clients, producers, carriers, and internal partners.
- Highly organized and capable of managing multiple priorities in a deadline-driven environment.
- Detail-oriented with a commitment to accuracy across policy administration, renewals, and client documentation.
- Comfortable leading client conversations and presenting complex insurance information in a clear and professional manner.
- A collaborative teammate who supports the development and success of those around you.
- Resourceful and solution-focused when addressing client needs, coverage concerns, and service issues.
- Adaptable and eager to learn new systems, processes, and industry developments.
What You Bring
Day One:
- Bachelor's degree.
- 5+ years of commercial lines insurance experience.
- Active Property & Casualty (P&C) License.
- Experience managing commercial accounts through the full renewal process.
- Knowledge of ACORD applications, policy servicing, certificates of insurance, and carrier submissions.
- Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
- Strong organizational, time management, and prioritization skills.
- Ability to manage multiple projects simultaneously while maintaining a high level of accuracy.
- Experience working effectively within a team-oriented environment.
Valuable Additions:
- Experience mentoring, training, or leading team members.
- Familiarity with AMS360 or similar agency management systems.
- Experience reviewing contractual insurance requirements and lease agreements.
- Advanced presentation and client communication skills.
- Established relationships within commercial insurance carrier markets.
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
$60,000 - $65,000 USD
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