Commercial Lines Account Manager (middle Market)

Account Manager

Founded in 2019, Patriot Growth Insurance Services (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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and across 48 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.

We are seeking a skilled and detail-oriented Account Manager with experience in commercial insurance. In this role, you will be responsible for managing a diverse portfolio of commercial clients, ensuring timely renewals, handling policy updates, and addressing client inquiries. The ideal candidate will have a solid understanding of commercial insurance products, excellent communication abilities, and the drive to maintain strong, long-term client relationships. If you are a self-motivated professional with a passion for client service, we encourage you to apply!

This is a full-time position working in our office located in San Antonio, TX, with a potential remote work arrangement available.

Professional Responsibilities:

• Provide ongoing support to clients by answering policy-related questions and offering guidance on coverage options
• Keep client records accurate and organized in accordance with company procedures
• Assist in marketing new business and handling policy renewals, ensuring competitive coverage and pricing for clients
• Prepare necessary renewal documentation, including proposals, applications, insurance forms, and certificates
• Review and interpret insurance contract requirements for issuing certificates
• Oversee invoicing for new policies, renewals, and endorsements, ensuring smooth workflow
• Process client policy endorsements and work with carriers to provide any additional underwriting information when needed

Qualifications and Requirements:

• A customer-oriented, motivated, and proactive attitude with strong verbal communication skills
• Ability to manage multiple tasks and work efficiently in a busy environment
• Highly organized with attention to detail and the ability to meet various deadlines
• Willingness to go above and beyond to ensure client satisfaction
• Active Property & Casualty Insurance License
• Minimum of 2 years of experience in commercial insurance and client service
• Proficient in Microsoft Office 365, including Outlook and OneDrive
• 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 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.