Commercial Lines Account Specialist

Patriot |
Taunton, Massachusetts |
Hybrid |
Full-Time

As a Commercial Lines Account Specialist, you'll help keep client service moving smoothly across the Commercial Lines Department by supporting Account Managers, Producers, and department leadership. Your work will directly impact the client experience by helping ensure requests are handled accurately, service remains uninterrupted, and team members have the support they need to succeed.

In this role, you'll partner with Small, Middle, and Large Market teams, providing operational and administrative support across a diverse commercial lines book. From processing endorsements and certificates to assisting with renewals, marketing efforts, and client inquiries, you'll play an important role in delivering responsive, high-quality service to clients and carrier partners alike.

• Support Commercial Lines Account Managers, Producers, and Department Managers with day-to-day servicing activities across multiple books of business.
• Deliver exceptional client service by handling overflow calls, responding to inquiries, and helping resolve requests promptly and accurately.
• Process endorsements, certificates of insurance, and related policy documentation while maintaining a high level of accuracy.
• Assist clients with claim reporting and ensure claim information is communicated to carriers in a timely manner.
• Contribute to marketing, remarketing, and book rollover initiatives that help maintain strong client relationships and retention.
• Help sustain seamless client service by providing coverage for team members during absences and assisting with special projects and department initiatives.

• You are highly organized and able to manage competing priorities while maintaining excellent attention to detail.
• You communicate clearly and professionally with clients, carriers, producers, and internal team members.
• You enjoy supporting others and take pride in helping teams operate efficiently and successfully.
• You approach challenges with a solution-oriented mindset and remain persistent in achieving positive outcomes.
• You are dependable, adaptable, and willing to step in wherever support is needed.
• You value collaboration and enjoy sharing knowledge and helping colleagues develop their skills.
• You maintain professionalism, integrity, and confidentiality when handling sensitive information.

• Massachusetts Property and Casualty Insurance License.
• Two or more years of experience in a customer service or administrative role.
• Previous experience working within a Commercial Lines insurance agency.
• Working knowledge of commercial lines insurance products, coverages, policies, and procedures.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite and agency management systems.
• High school diploma or GED.

• Associate's or Bachelor's degree in Business Administration or a related field.
• Experience assisting with marketing, remarketing, renewals, or book rollover activities.
• Experience supporting training initiatives or mentoring less experienced team members.
• Demonstrated knowledge of carrier platforms and commercial insurance processing workflows.

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 mental health, legal, financial, and work-life support

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a…