Commercial Lines Account Manager
Patriot Growth Insurance Services | Dartmouth, MA | Hybrid | Full-Time
Why This Role Matters
As an Account Manager, you'll serve as a trusted advisor to commercial insurance clients, helping them protect their businesses through proactive account management, responsive service, and strategic coverage guidance. This role is central to building long-term client relationships while ensuring accounts are managed accurately, efficiently, and in alignment with each client's goals.
You'll partner closely with clients, producers, carrier partners, and internal team members to manage renewals, policy changes, claims reporting, and ongoing service needs. Success in this role comes from combining strong insurance knowledge with exceptional client service, attention to detail, and a consultative approach to problem-solving.
How You'll Make an Impact
Manage a portfolio of commercial insurance accounts, delivering proactive service and building strong client relationships that support retention and growth.
Guide clients through policy renewals, endorsements, audits, cancellations, and coverage changes while ensuring accuracy and timely execution.
Collaborate with producers to prepare proposals, applications, and renewal strategies that align coverage with client objectives.
Educate clients on coverages, exclusions, exposures, and risk management considerations, helping them make informed insurance decisions.
Coordinate with carrier partners to market and remarket business, evaluate coverage options, and secure competitive solutions.
Support claims reporting, policy documentation, certificates, binders, and related service requests to ensure a seamless client experience.
Identify cross-selling opportunities and connect clients with additional resources and solutions that support their evolving needs.
Who You Are
Client-focused and passionate about delivering exceptional service and building lasting relationships.
A proactive communicator who responds with professionalism, accuracy, and urgency.
Organized and detail-oriented, with the ability to manage multiple priorities and deadlines effectively.
Comfortable navigating complex client situations and identifying practical solutions.
Collaborative and team-oriented, with a willingness to support producers, colleagues, and clients alike.
Adaptable and resourceful in a fast-paced insurance environment.
Committed to continuous learning and professional development within the insurance industry.
What You Bring
Day One:
3+ years of Property & Casualty account management experience or 4+ years of commercial lines insurance industry experience.
High School Diploma or GED.
Ability to obtain a Property & Casualty Insurance License within three months of hire.
Strong knowledge of commercial insurance coverages, policy servicing, renewals, endorsements, and carrier processes.
Proficiency with Microsoft Office Suite and related business applications.
Strong organizational, problem-solving, and relationship-building abilities.
Excellent written and verbal communication skills.
Authorization to work in the United States without sponsorship.
Valuable Additions:
Bachelor's degree in Sales, Marketing, Business Administration, or a related field.
Active Property & Casualty Insurance License.
CIC, CPCU, MAIA, or similar insurance industry designations.
Experience with agency management systems and electronic insurance workflows.
Previous experience supporting marketing efforts, proposal preparation, and renewal strategy development.
Proven success identifying cross-selling opportunities and deepening client relationships.
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…