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Commercial Lines Account Executive; Hybrid

Job in Taunton, Bristol County, Massachusetts, 02780, USA
Listing for: PDCM Insurance Inc.
Full Time position
Listed on 2026-01-02
Job specializations:
  • Insurance
    Insurance Sales
  • Sales
    Insurance Sales
Job Description & How to Apply Below
Position: Commercial Lines Account Executive (Hybrid)

About FBinsure, A Division of Patriot Growth Insurance Services

FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients’ needs, allowing us to share our prosperity with our employees and our communities. FBinsure is a proud partner agency of Patriot Growth Insurance Services, LLC.

Position Overview

The Commercial Lines Account Executive plays a critical role in driving business development, strengthening client relationships, and growing the commercial book of business. This is a client-facing, consultative sales role that balances new business generation with account stewardship and strategic risk management.

Work Arrangement

This is a full-time, hybrid position that reports to our office located in Taunton, MA.

Professional Responsibilities
  • Prospect Development: Identify, qualify, and pursue new business opportunities through targeted outreach and networking.
  • Client Engagement: Build and maintain strong client relationships, serving as their trusted advisor on commercial insurance needs.
  • Coverage Design: Assess client operations and exposures to recommend tailored coverage strategies.
  • Policy Placement: Collaborate with underwriters and carriers to place new and renewal policies that align with client objectives.
  • Cross-Selling: Identify and pursue cross-line opportunities to deepen account value and service.
  • Sales Execution: Present quotes, negotiate terms, and close deals while meeting or exceeding performance targets.
  • Contract Review: Evaluate client agreements for insurance implications and recommend risk-mitigation strategies.
  • Account Stewardship: Ensure a high level of service and retention through ongoing account monitoring and client support.
  • Claims Support: Assist clients with claim reporting and follow-up to ensure timely and fair resolutions.
  • Market Intelligence: Stay attuned to industry trends, carrier appetite shifts, and competitor movements.
Qualifications and Requirements
  • Licensing: Active Massachusetts Property & Casualty Insurance License required.
  • Experience: 5+ years in a commercial insurance sales or account executive role, preferably in an agency setting.
  • Education: Associate or Bachelor’s degree in Business, Marketing, Risk Management, or related field preferred.
  • Certifications: Professional designations such as CIC, ARM, or CRM a plus.
  • Product Knowledge: Strong understanding of commercial lines products, coverage structures, and underwriting principles.
  • Systems: Proficient in EPIC, CRM platforms, and Microsoft Office Suite.
  • Communication: Excellent verbal and written communication skills, with the ability to influence and educate clients.
  • Client Service: Proven ability to deliver high-touch, empathetic service that builds trust and loyalty.
  • Organization: Highly organized and detail-oriented, able to manage a dynamic workload and prioritize effectively.
  • Collaboration: Team-oriented with a track record of partnering cross-functionally to achieve goals.
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.

Benefits
  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit…
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