Select Business Account Manager

Patriot Growth Insurance Services
| Dallas, TX |
Hybrid |
Full-Time

As a Select Business Account Manager, you'll serve as a trusted resource for commercial insurance clients, helping them navigate coverage decisions, policy changes, renewals, and day-to-day service needs. Your work directly supports client retention, strengthens carrier and producer relationships, and ensures clients receive responsive, accurate, and professional service throughout the policy lifecycle.

In this role, you'll manage a portfolio of select business accounts while partnering closely with Producers, carriers, and internal colleagues. You'll play an important part in delivering a seamless client experience, supporting new business growth, and helping clients protect what matters most to their organizations.

• Manage a portfolio of commercial insurance accounts and provide timely, accurate, and professional client service.
• Support new business opportunities by gathering underwriting information, preparing applications, obtaining quotes, and coordinating submissions.
• Guide clients through policy renewals and remarketing strategies to help secure appropriate coverage and competitive carrier placement.
• Educate clients on coverages, exclusions, exposures, and policy details so they can make informed insurance decisions.
• Coordinate policy transactions including endorsements, cancellations, certificates of insurance, policy delivery, and related service requests.
• Partner with Producers, carriers, and internal teams to resolve client concerns, support retention efforts, and maintain strong client relationships.

• You build trust quickly and enjoy developing long-term client relationships.
• You communicate clearly and confidently with clients, carriers, Producers, and colleagues.
• You stay organized and effectively manage multiple priorities, deadlines, and follow-up tasks.
• You take ownership of issues and proactively work toward solutions.
• You pay close attention to details and understand the importance of accuracy in client service and policy administration.
• You are collaborative, team-oriented, and committed to delivering a positive client experience.
• You maintain professionalism, confidentiality, and strong ethical standards in every interaction.

• Active Property & Casualty insurance license.
• High school diploma or GED.
• 1 to 3 years of experience in account management, customer service, insurance service, or another client-facing role.
• Strong understanding of commercial lines insurance products, coverages, carrier requirements, underwriting principles, and policy servicing practices.
• Experience managing client relationships and responding to client needs with professionalism and urgency.
• Excellent written and verbal communication skills.
• Strong organizational, problem-solving, and time management abilities.
• Proficiency with Agency Management Systems, Microsoft Office Suite, carrier platforms, comparative rating tools, and related insurance technology.
• Ability to collaborate effectively with clients, Producers, carriers, and internal stakeholders.

• Associate's or Bachelor's degree in Risk Management, Business Administration, Marketing, or a related field.
• Experience working specifically within Commercial Lines account management.
• Experience supporting new business marketing and renewal remarketing efforts.
• Knowledge of claims reporting processes, audit resolution, and policy administration best practices.
• Exposure to cross-selling insurance solutions and identifying additional client service opportunities.

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
• Employee Assistance Program with confidential…