Commercial Lines Account Manager

Patriot Growth Insurance Services | Remote (PST or MST) | Full-Time

Why This Role Matters

As a Commercial Lines Account Manager, you'll play a key role in helping clients protect their businesses while strengthening relationships that drive retention and growth. Your expertise, responsiveness, and attention to detail will help clients navigate risk with confidence and ensure they receive the coverage and service they need at every stage of their business.   In this role, you'll manage a commercial lines book of business, partner closely with producers, underwriters, carriers, and agency leadership, and identify opportunities to expand coverage that supports clients' evolving needs. You'll join a collaborative environment that values service, professionalism, and continuous learning.

How You'll Make an Impact

• Build trusted relationships with commercial lines clients by providing responsive service, guidance, and coverage recommendations.
• Manage new and renewal business by assessing risk exposures, evaluating coverage needs, and placing policies aligned with client goals and underwriting guidelines.
• Quote and write new business opportunities generated through inbound inquiries and referrals.
• Process endorsements, policy changes, and account updates accurately and efficiently to support a seamless client experience.
• Review renewal and expiration reports, develop retention strategies, and collaborate with team members to deliver the best outcomes for clients.
• Identify cross-selling and upselling opportunities that help clients strengthen their risk management programs and coverage portfolios.
• Serve as a key liaison between clients, producers, underwriters, carriers, and agency leadership to facilitate communication and successful outcomes.

Who You Are

• Relationship-focused and committed to delivering an exceptional client experience.
• Proactive in anticipating client needs and identifying solutions before issues arise.
• Organized and effective at managing multiple priorities in a fast-paced environment.
• Detail-oriented with strong follow-through and a commitment to accuracy.
• A collaborative team player who values knowledge sharing and partnership.
• A strong communicator who can explain complex insurance concepts in a clear and approachable way.
• Dedicated to continuous learning and staying current on industry trends, carrier guidelines, and regulatory changes.

What You Bring

Day One:

• Active Property and Casualty Insurance License.
• 1 to 3 years of experience in sales, account management, customer service, or a related client-facing role.
• High School Diploma, GED, or Associate Degree in Business Administration, Finance, Risk Management, or a related field.
• Working knowledge of commercial lines insurance principles, coverages, policies, and underwriting concepts.
• Strong written and verbal communication skills.
• Excellent organizational skills with the ability to prioritize tasks and manage multiple responsibilities.
• Strong critical thinking and problem-solving abilities.
• Proficiency with Microsoft Office Suite, CRM platforms, and business technology used for client management and communication.
• Commitment to professionalism, confidentiality, and ethical business practices.

Valuable Additions:

• Experience in the Property and Casualty insurance industry.
• Direct experience managing commercial lines accounts or a commercial lines book of business.
• Familiarity with EPIC Agency Management System.
• Bachelor's Degree in Business Administration, Finance, Risk Management, or a related field.
• Experience identifying cross-selling and coverage expansion opportunities for existing clients.
• Knowledge of carrier guidelines, underwriting practices, and commercial insurance product offerings.

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—$100,000 USD