Hybrid Commercial Lines Account Manager

at Patriot Growth Insurance Services, LLC

• Job title: Commercial Lines Account Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Media, United States

About the role

• Commercial Lines Account Manager handling a book of 50 commercial clients across various industries at Safegard. Engaging in client service, policy management, and collaboration with internal teams.

Responsibilities

• Maintain accurate documentation within AMS360 and electronic file systems.
• Serve as frontline customer service contact, delivering responsive and professional client support.
• Communicate clearly and confidently with clients, carriers, and internal partners.
• Prepare and maintain client-facing presentations and renewal documents.
• Participate in and when comfortable, lead virtual and in-person client and carrier meetings.
• Review new and renewal policies for accuracy and request corrections as needed.
• Manage billing, premium financing, and non-payment processes.
• Process policy changes, endorsements, and audits; manage associated billing and follow-up.
• Oversee issuance of Certificates of Insurance and Auto ID Cards.
• Utilize online carrier systems and rating platforms efficiently.
• Market new and renewal business, including market selection, quoting, submissions, and coverage analysis.
• Field initial claims inquiries and guide clients to appropriate carrier channels; assist with claim questions.
• Delegate and oversee work assigned to Account Analyst team members.
• Assist in training and development of Account Analyst staff.
• Collaborate closely with assigned producers and internal team members to drive retention and growth.
• Take immediate ownership of the book upon hire, operating with autonomy while partnering with the Account Executive.

Requirements

• Active Property & Casualty License
• 5+ years of commercial insurance experience preferred
• Strong working knowledge of all standard Commercial P&C lines
• AMS360 experience preferred; power-user proficiency with systems and rating platforms desirable
• Bachelors Degree in Business or related field
• Proficiency in Microsoft Office Suite
• Ability to work both autonomously and collaboratively in a high-volume, fast-paced environment
• Strong organizational skills, proactive mindset, and comfort managing complex workflows
• Ability to build and maintain effective working relationships with internal teams and clients
• Authorized to work in the U.S. without sponsorship.
• 90-day hands-on training provided during onboarding.

Benefits

• 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)