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About the Role

As a Commercial Lines Account Manager, you'll play an important role in delivering exceptional service and support to commercial insurance clients while helping businesses protect what matters most. Your expertise, responsiveness, and commitment to client care will contribute directly to client satisfaction, account retention, and the continued success of the Commercial Lines team. In this role, you'll serve as a trusted partner to clients, Producers, carrier partners, and internal team members, managing day-to-day account service needs while supporting renewal strategies and coverage solutions. You'll have the opportunity to apply your commercial insurance knowledge, strengthen client relationships, and contribute to a collaborative team focused on delivering outstanding results.

Responsibilities

Manage day-to-day service activities for assigned commercial lines accounts, ensuring clients receive prompt, accurate, and professional support.
Coordinate renewal submissions by gathering information, collaborating with carriers, and helping ensure timely renewal execution.
Prepare proposals and supporting materials for Producers and Sales Executives to support business growth and client retention.
Analyze coverage options and utilize carrier rating platforms to support new business and renewal opportunities.
Resolve policy, billing, claims, and service-related issues efficiently while maintaining a high standard of client service.
Build strong relationships with clients, Producers, carrier partners, and colleagues that foster trust and long-term success.
Maintain accurate account documentation and service records within agency management systems.
Contribute to team initiatives, process improvements, and departmental goals that enhance operational effectiveness.

Requirements

Active New York Property & Casualty insurance license.
High school diploma or equivalent.
Strong knowledge of commercial lines insurance products, coverages, carrier rating platforms, and policy servicing practices.
Excellent written, verbal, and interpersonal communication skills.
Proficiency with Microsoft Office Suite and related business technology.
Strong organizational, analytical, and problem-solving skills.
Ability to establish and maintain effective working relationships with clients, Producers, carrier partners, and team members.
Client-focused mindset with a commitment to accuracy, responsiveness, and professional service.
3 to 5 years of commercial insurance customer service, account management, or insurance sales experience.
College degree.
Claims experience.
Experience preparing renewal submissions, proposals, and client-facing insurance presentations.
Experience utilizing carrier websites and online rating platforms.
Ability to support Producer growth through coverage guidance and account expertise.
Demonstrated success contributing to a collaborative, growth-oriented team environment.

Skills

Commercial insurance products
Coverages
Carrier rating platforms
Policy servicing practices
Written communication
Verbal communication
Interpersonal communication
Microsoft Office Suite
Organizational skills
Analytical skills
Problem-solving skills
Client relationship management
Accuracy
Responsiveness
Professional service
Claims handling
Proposal preparation
Insurance presentations
Carrier website utilization
Online rating platforms
Coverage guidance
Account expertise
Team collaboration

Location

North Bellmore, New York

Work Type

Hybrid
Full-Time

Experience Level

3 to 5 years of commercial insurance customer service, account management, or insurance sales experience

Education Level

High school diploma or equivalent
College degree

Salary/Compensations

$22.60—$25 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

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 comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.
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.
We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies.
With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business.
That growth has never been about numbers alone, it's about the people behind them.

Equal Opportunity

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 at www.patriotgis.com.