Commercial Lines Account Manager (Hybrid)

Posted 2 Days Ago
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Cheshire, CT, USA
In-Office
90K-100K Annually
Senior level
Agency • Insurance • Professional Services • Consulting
The Role
Manage a complex book of commercial insurance accounts, handling renewals, ratings, proposals, carrier communications, policy servicing, billing issues, and documentation. Support Producers and sales teams to drive retention and account growth while ensuring operational efficiency and excellent client service.
Summary Generated by Built In

About Patriot Growth Insurance Services: 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. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: We are seeking an experienced and client-focused Senior Commercial Lines Account Manager to join our growing Commercial Lines team. This role is responsible for managing a complex portfolio of commercial insurance accounts while delivering exceptional service to clients, Producers, and carrier partners. The ideal candidate is highly organized, knowledgeable in commercial insurance coverages, and capable of managing multiple priorities in a fast-paced environment. This position plays a key role in supporting client retention, renewal success, operational efficiency, and overall account growth.

Work Arrangement: This is a full-time position with a hybrid work arrangement and can report to our office located in Cheshire, CT, Kingston NY Thornwood NY, or Enfield CT.

Professional Responsibilities:

  • Deliver prompt, accurate, and professional service to clients, Producers, carrier representatives, and internal team members.
  • Manage day-to-day servicing activities for an assigned book of commercial insurance business, ensuring client needs are addressed proactively and efficiently.
  • Handle commercial lines renewal processes, including gathering information, preparing submissions, obtaining quotes, and coordinating renewal strategies.
  • Rate accounts through carrier websites and rating platforms to support new business and renewal opportunities.
  • Create proposals, presentations, and supporting documentation for Sales Executives and Producers.
  • Troubleshoot and resolve coverage, policy, billing, and service-related issues while maintaining a high level of customer satisfaction.
  • Maintain accurate and timely documentation of client interactions, policy activity, and account changes within the agency management system.
  • Communicate effectively with carriers and underwriters to process requests, secure coverage solutions, and resolve servicing issues.
  • Support Producers and sales team members by providing guidance on commercial lines coverages, policy provisions, and carrier offerings.
  • Develop and maintain a strong understanding of commercial insurance products, carrier appetites, underwriting guidelines, and industry trends.
  • Collaborate with internal teams to support client retention, account growth, workflow efficiency, and overall service excellence.
  • Participate in special projects and additional responsibilities as assigned by management.

Qualifications and Requirements:

  • 8+ years of commercial insurance account management, customer service, or insurance sales experience required.
  • Active Property & Casualty insurance license required.
  • Strong knowledge of commercial insurance coverages, policy servicing, renewal processes, and carrier relationships.
  • Experience working with agency management systems, carrier portals, and Microsoft Office Suite.
  • High school diploma or equivalent required; bachelor's degree preferred.
  • Claims experience preferred but not required.
  • Excellent verbal and written communication skills with the ability to build strong relationships with clients, carriers, and internal teams.
  • Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • High attention to detail and commitment to accuracy in documentation and account servicing activities.
  • Strong problem-solving skills with the ability to resolve client and carrier issues effectively and professionally.
  • Collaborative mindset with a commitment to contributing to a team-oriented, growth-focused culture.
  • Authorized to work in the U.S. without sponsorship.

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

  • Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
  • Company paid Short-Term Disability, Long-Term Disability and Group Term Life
  • Company paid Employee Assistance Program
  • Paid Parental Leave
  • Paid holidays
  • Personalized PTO
  • 401(k) with employer match

Pay Range: $90,000 - $100,000 per year depending on experience.

*A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers 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.

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.

Skills Required

  • 8+ years of commercial insurance account management, customer service, or insurance sales experience
  • Active Property & Casualty insurance license
  • Strong knowledge of commercial insurance coverages, policy servicing, renewal processes, and carrier relationships
  • Experience working with agency management systems, carrier portals, and Microsoft Office Suite
  • High school diploma or equivalent
  • Bachelor's degree
  • Claims experience
  • Excellent verbal and written communication skills
  • Strong organizational skills with ability to manage multiple priorities and meet deadlines
  • High attention to detail and commitment to accuracy
  • Strong problem-solving skills to resolve client and carrier issues
  • Collaborative mindset and team-oriented approach
  • Authorized to work in the U.S. without sponsorship
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The Company
1,100 Employees

What We Do

Patriot Growth Insurance Services is a national insurance services firm that partners with property and casualty and employee benefits agencies across the United States. The company combines the high-touch service of a boutique firm with the scale and negotiating power of a top 25 national brokerage to provide customized insurance solutions and specialized industry expertise tailored to each client's unique goals.

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