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About the Role
As a Producer, you will drive growth by helping businesses identify, understand, and manage risk through customized property and casualty insurance solutions. This role combines business development, consultative sales, and relationship management, creating opportunities to build a strong book of business while serving as a trusted advisor to commercial clients.
Responsibilities
- Develop and cultivate new commercial insurance opportunities through networking, referrals, prospecting, and strategic business development efforts.
- Expand the agency's book of business by identifying client needs and delivering customized property and casualty insurance solutions.
- Build strong client relationships and identify opportunities to cross-sell additional insurance and financial service offerings.
- Partner with carriers and underwriters to negotiate competitive coverage options, favorable terms, and strategic solutions for clients.
- Execute consultative sales presentations, prepare new business quotations, and guide clients through the insurance decision-making process.
- Collaborate with Benefits and 401(k) teams to identify and pursue opportunities that create additional value for clients.
- Utilize marketing tools and outreach campaigns to generate leads, strengthen market presence, and support revenue growth.
- Monitor sales performance, pipeline activity, and business results to continuously improve sales effectiveness and client outcomes.
Requirements
- High school diploma or GED
- Minimum of 3 years of experience in a sales or account management role
- Active Property & Casualty Insurance License
- Strong understanding of commercial and personal lines insurance products, coverages, and underwriting principles
- Proven ability to analyze client needs and recommend appropriate insurance solutions
- Excellent verbal and written communication skills
- Experience building and maintaining strong client relationships
- Strong business acumen with the ability to understand financial metrics, market dynamics, and competitive landscapes
- Proficiency with CRM systems, Microsoft Office Suite, and related business applications
- Strong organizational, project management, critical thinking, and problem-solving skills
- Commitment to maintaining confidentiality and professional ethical standards
- Authorization to work in the United States without sponsorship
- Previous experience working within a commercial lines insurance agency
- Associate or Bachelor's Degree in Business Administration, Finance, or a related field
- Virginia Life & Health Insurance License
- Demonstrated success developing and executing growth-focused sales strategies
- Experience mentoring team members or sharing industry expertise
- Established relationships within the Virginia business community
- Experience leveraging marketing campaigns, referral networks, and strategic partnerships to drive business growth
Skills
- Business development
- Consultative sales
- Relationship management
- Risk management
- Property and casualty insurance
- Sales
- Account management
- Commercial lines insurance
- Personal lines insurance
- Underwriting principles
- Client needs analysis
- Communication
- Client relationship building
- Business acumen
- Financial metrics analysis
- Market dynamics analysis
- Competitive landscape analysis
- CRM systems proficiency
- Microsoft Office Suite proficiency
- Organizational skills
- Project management
- Critical thinking
- Problem-solving
- Confidentiality
- Ethical standards
- Sales strategy development
- Mentoring
- Marketing campaign leveraging
- Referral network utilization
- Strategic partnership utilization
Location
- Uniondale, NY
Work Type
- On-Site
- Full-Time
Experience Level
- Minimum of 3 years of experience in a sales or account management role
Education Level
- High school diploma or GED
- Associate or Bachelor's Degree in Business Administration, Finance, or a related field
Salary/Compensations
- $75,000—$75,000 USD
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, plus 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, dental, and vision insurance
- 401(k) with company match
- Personalized time off and 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.