Commercial Team Lead at Patriot Growth Insurance Services, LLC | NY, US | Rezi

Commercial Team Lead at Patriot Growth Insurance Services, LLC

Commercial Team Lead

Patriot Growth Insurance Services, LLC · NY, US

2 weeks ago

Commercial Team Lead

Patriot Growth Insurance Services, LLC · NY, US

16 days ago
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About the Role

As a Commercial Lines Account Manager, Team Leader, you will protect and support businesses through insurance solutions and exceptional client service. This role combines account management with team leadership, guiding client strategies, mentoring team members, and strengthening client relationships. You will partner with Producers, carriers, and internal teams to support commercial accounts, ensuring responsive service, comprehensive coverage, and proactive risk management.

Responsibilities

  • Build and maintain strong relationships with clients, Producers, carrier partners, and internal team members.
  • Lead the servicing of commercial accounts by responding to client needs, addressing coverage concerns, and providing consultative guidance on risk exposures.
  • Support renewal and remarketing strategies by analyzing exposures, coordinating submissions, evaluating carrier options, and recommending appropriate coverage solutions.
  • Manage policy servicing activities including new business, endorsements, cancellations, certificates, binders, registry transactions, and policy documentation.
  • Identify coverage gaps and risk management opportunities.
  • Mentor and support team members while contributing to operational efficiency, service excellence, and overall account management performance.

Requirements

  • Active Property & Casualty Insurance License.
  • Minimum of 7 years of Commercial Lines insurance experience.
  • Previous leadership, supervisory, mentoring, or team development experience.
  • Strong knowledge of commercial insurance coverages, including property, casualty, workers' compensation, umbrella, professional liability, and related lines.
  • Experience supporting middle market and large commercial accounts.
  • Knowledge of risk management principles and the ability to identify coverage gaps and recommend solutions.
  • Experience using agency management systems, carrier portals, and commercial insurance technology platforms.
  • Exceptional communication, client service, relationship-building, analytical, and problem-solving skills.
  • Strong organizational skills with a high degree of accuracy and attention to detail.

Skills

  • Commercial insurance
  • Client service
  • Team leadership
  • Risk management
  • Communication
  • Relationship-building
  • Analytical skills
  • Problem-solving
  • Organizational skills
  • Attention to detail

Location

  • Williamsville, NY

Work Type

  • Hybrid
  • Full-Time

Experience Level

  • 7 years of Commercial Lines insurance experience
  • Previous leadership experience

Education Level

  • Bachelor's degree in Business, Insurance, Risk Management, or a related field (Valuable Addition)
  • Professional designations such as CIC, CPCU, ARM, CRM, or similar certifications (Valuable Addition)

Salary/Compensations

  • $80,000—$100,000 USD

Benefits

  • Multiple medical plan options, with preventive care covered at 100%
  • Free virtual medical and mental healthcare for employees and their families
  • Dedicated healthcare concierge
  • Employer-paid short-term and long-term disability coverage
  • Paid parental leave
  • Personalized PTO
  • Separate sick leave
  • Competitive 401(k) company match
  • Comprehensive dental and vision coverage
  • Employee Assistance Program with confidential mental health, legal, financial, and work-life support
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) with company match
  • Company paid holidays

About the Company

  • Patriot builds teams around the idea that people do their best work when supported as whole people. They are invested in employee growth and offer competitive salaries and comprehensive health and welfare programs. Founded in 2019, Patriot is a growth-focused national insurance services firm partnering with employee benefits and property and casualty agencies. They are ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list. With over 2,100 employees in 150+ locations across more than 45 states, their collaborative model provides resources and support for growth while agencies retain their identity and culture.

Equal Opportunity

  • Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. They 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 their 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.