Commercial Lines Account Manager; Remote

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.

The Commercial Lines Account Manager provides quality service to existing clients while effectively managing and growing a commercial lines book of business. This position involves building strong relationships with clients, cross‑selling additional policies, and ensuring customer satisfaction to enhance client loyalty and maximize revenue for the Agency.

This is a full‑time, remote position that supports our office in Jacksonville, FL.

• Cultivate meaningful client relationships by understanding their unique needs, providing timely support, and delivering exceptional service.
• Communicate proactively with clients to exceed their expectations and identify opportunities for customized coverage enhancements.
• Manage new and renewal accounts by evaluating risk exposure, recommending tailored coverage options, and ensuring alignment with underwriting standards.
• Ensure accuracy and efficiency by maintaining up‑to‑date client records, processing endorsements, and issuing policies seamlessly.
• Strategically review renewal and expiration reports to develop actionable plans that support client retention and satisfaction.
• Drive business growth by cross‑selling additional policies that align with clients’ evolving needs and risk profiles.
• Leverage deep knowledge of insurance products and industry practices to provide expert guidance and recommend optimal coverage strategies.
• Act as a trusted liaison between clients, Producers, underwriters, and agency management, ensuring smooth collaboration and clear communication.
• Stay at the forefront of industry trends and carrier updates by participating in team discussions, training sessions, and professional development activities.

• 3 to 4 years of experience in sales, account management, or customer service roles.
• High School Diploma/GED or Associate Degree in Business Administration, or a similar field.
• Florida 2-20 Insurance License required.
• Preferred experience in the Property and Casualty Insurance industry, specifically in commercial lines account management.
• Bachelor’s Degree in Sales, Business Administration, Marketing, or a related field is a plus.
• Experience in construction industry preferred.
• Experience using Applied Epic preferred.
• Possess comprehensive knowledge of commercial lines insurance products, including coverages, policies, procedures, and underwriting principles.
• Demonstrated experience in building and maintaining strong client relationships.
• Exhibit strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Showcase exceptional problem‑solving skills and a persistent approach to achieving successful resolutions.
• Display excellent written and verbal communication skills to convey information clearly and transparently.
• Proficiency in using software systems, including Customer Relationship Management (CRM) tools and Microsoft Office Suite.
• Authorized to work in the U.S. without sponsorship.

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…