Commercial Lines Account Manager

Patriot Growth Insurance Services |
Remote |
Full-Time

As a Commercial Lines Account Manager, you play a vital role in helping businesses protect their people, assets, and operations. You will serve as a trusted advisor and primary service contact for commercial clients, ensuring their insurance programs are managed accurately, efficiently, and with a high level of care.

In this role, you'll oversee the day-to-day servicing of a commercial lines book of business, partnering closely with producers, renewal specialists, carriers, and account support professionals. Your expertise in commercial insurance, relationship management, and account servicing will help clients navigate policy changes, coverage needs, and business growth with confidence.

• Build and maintain strong relationships with commercial clients, carriers, producers, and internal partners to deliver exceptional service.
• Manage endorsements, policy changes, certificates, billing inquiries, and other account service requests with accuracy and efficiency.
• Review policies, endorsements, and coverage documentation to ensure compliance with carrier requirements and agency procedures.
• Support new business onboarding activities and facilitate a smooth transition from the sales process to ongoing account management.
• Identify coverage gaps, emerging exposures, cross-selling opportunities, and account rounding strategies that support client retention and growth.
• Coordinate with renewal specialists, carriers, and internal teams to ensure timely completion of service-related tasks and client requests.
• Facilitate clear communication among clients, producers, carriers, and service teams to resolve issues and enhance the client experience.
• Maintain accurate account documentation and policy records within agency management systems and CRM platforms.

• A relationship-focused insurance professional who enjoys helping commercial clients navigate complex coverage needs.
• Highly organized and capable of managing multiple priorities while maintaining attention to detail.
• A proactive problem solver who takes ownership of client concerns and works diligently toward successful resolutions.
• Client-centered and responsive, with a commitment to delivering an exceptional service experience.
• An effective communicator who can explain insurance concepts and policy information clearly and professionally.
• A collaborative teammate who values partnership and contributes to team success.
• Dedicated to ongoing professional development and staying current on carrier updates, insurance products, regulations, and industry trends.

• 1 to 3 years of experience in commercial insurance account management, customer service, sales support, or a related client-facing role.
• High School Diploma, GED, or Associate Degree in Business Administration or a related field.
• Florida 2-20 Property & Casualty Insurance License.
• Working knowledge of commercial lines insurance products, coverages, policy structures, underwriting principles, and carrier requirements.
• Strong client relationship management and customer service skills.
• Excellent verbal and written communication skills.
• Strong organizational and time management abilities, with the ability to prioritize multiple responsibilities.
• Proficiency with CRM platforms, agency management systems, Microsoft Office Suite, and business technology tools.

• Experience with in the Property & Casualty insurance industry.
• Bachelor's Degree in Business Administration, Marketing, Sales, or a related field.
• Experience servicing small to middle-market commercial accounts across multiple industries.
• Familiarity with account remarketing, account rounding, and cross-selling…