Commercial Lines Account Manager; Hybrid
Listed on 2026-01-22
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Insurance
Insurance Sales, Insurance Agent, Property Insurance
About Consolidated Insurance Markets (CIM), A Division of Patriot Growth Insurance Services
Our mission is to build strong, lasting relationships. Since 1999, we've offered a personalized alternative to big box insurance companies, focusing on friendly, human interaction. At Consolidated Insurance Markets, we listen closely to ensure your family and business are fully protected. Here, you can trust that we know your name!
Position OverviewWe are seeking an experienced Commercial Lines Account Manager. In this role, you will independently manage a dedicated book of business while serving as the primary point of contact for client needs and renewal. This position plays a key role in helping clients understand coverage, navigate risk, and make informed decisions that protect their businesses.
Work ArrangementThis is a full-time position with hybrid opportunities available, reporting to our office located in Flower Mound, TX.
Professional Responsibilities- Serve as the primary point of contact for assigned commercial accounts, delivering responsive, professional day-to-day service.
- Manage the full policy lifecycle—including quoting, binding, renewals, endorsements, audits, and remarketing—to ensure accuracy and timely execution.
- Identify coverage needs, interpret policy and contract language, and resolve client issues while escalating complex matters appropriately.
- Maintain strong technical knowledge of commercial lines coverages, carrier guidelines, and compliance requirements.
- Partner closely with Producers, Account Executives, and underwriting partners to support retention, new business opportunities, and overall account strategy.
- Maintain organized, accurate documentation within the agency management system in accordance with agency standards.
- Build and sustain long-term client relationships through proactive outreach, strategic guidance, and consistent follow-through.
- Stay up to date on industry trends and pursue ongoing professional development to support team excellence.
- 2+ years of Commercial Lines experience within an independent agency, or brokerage environment.
- Active Property & Casualty insurance license.
- Strong working knowledge of core commercial coverages (GL, Property, Auto, WC, E&O, etc.) and experience preparing COIs, binders, and renewal documents.
- Proficiency with Microsoft Office 365 (Outlook, Word, Excel, One Drive);
Applied Epic or similar AMS experience preferred. - Strong communication skills with the ability to explain coverage, assess client needs, and deliver clear recommendations.
- Highly organized, detail-oriented, and able to manage multiple deadlines in a fast-paced environment.
- Proven ability to build effective working relationships with clients, carriers, and internal partners.
- A service-driven mindset with the willingness to go above and beyond to support clients and teammates.
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. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 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.
Patriot offers the opportunity to be a part of a fast-growing company 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.
BenefitsIn addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic…
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