Commercial Lines Account Manager

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.

Position Overview: 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.

Work Arrangement: This is a full-time, hybrid position that supports our office in St. Petersburg, FL.

Professional Responsibilities:

• Manage remarketing, review, and requoting of renewals, ensuring thorough documentation of all actions and correspondence within the management system.
• Process and collect insured�s payables, including the creation and management of premium finance agreements.
• Maintain and update account information in the management system, including coverage details and premium adjustments.
• Identify opportunities to expand client portfolios by recommending additional insurance products to round out accounts.
• Review and process policy endorsements and cancellations promptly and accurately.
• Handle certificate processing and mortgagee change requests to maintain compliance and customer satisfaction.
• Review and respond to underwriting memos, coordinating with underwriters to resolve outstanding issues.

Qualifications and Requirements:

• 1-3 years of experience in account management, or customer service roles.
• 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.
• 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.

Why Patriot Growth Insurance Services: 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 career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website