Commercial Lines Account Manager; Remote

About Patriot Growth Insurance Services

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. Ranked as the 25th largest U.S. broker by Business Insurance and named to the 2025 Inc. 5000 fastest‑growing companies list, Patriot has over 2,100 employees in 150+ locations across 45 states. Our collaborative model delivers resources and strategic support to agencies, fostering career opportunities for dedicated professionals.

The Commercial Lines Account Manager provides quality service to existing clients while managing and growing a commercial lines book of business. This role builds strong client relationships, cross‑sell additional policies, and ensures customer satisfaction to enhance loyalty and maximize revenue for the agency.

This is a full‑time remote position supporting our office in Jacksonville, FL.

• Cultivate meaningful client relationships by understanding their unique needs, providing timely support, and delivering exceptional service.
• Communicate proactively with clients to exceed expectations and identify opportunities for customized coverage enhancements.
• Manage new and renewal accounts by evaluating risk exposure, recommending tailored coverage options, and ensuring alignment with underwriting standards.
• Ensure accuracy and efficiency by maintaining up‑to‑date client records, processing endorsements, and issuing policies seamlessly.
• Strategically review renewal and expiration reports to develop actionable plans that support client retention and satisfaction.
• Drive business growth by cross‑selling additional policies that align with clients’ evolving needs and risk profiles.
• Leverage deep knowledge of insurance products and industry practices to provide expert guidance and recommend optimal coverage strategies.
• Act as a trusted liaison between clients, Producers, underwriters, and agency management, ensuring smooth collaboration and clear communication.
• Stay at the forefront of industry trends and carrier updates by participating in team discussions, training sessions, and professional development activities.

• 3 to 4 years of experience in sales, account management, or customer service roles.
• High School Diploma/GED or Associate Degree in Business Administration or a similar field.
• Florida 2‑20 Insurance License required.
• Preferred experience in the Property and Casualty Insurance industry, specifically in commercial lines account management.
• Bachelor’s Degree in Sales, Business Administration, Marketing, or a related field is a plus.
• Experience in the construction industry preferred.
• Experience using Applied Epic preferred.
• Comprehensive knowledge of commercial lines insurance products, including coverages, policies, procedures, and underwriting principles.
• Demonstrated experience in building and maintaining strong client relationships.
• Strong organizational skills with the ability to prioritize tasks and manage daily responsibilities effectively.
• Exceptional problem‑solving skills and a persistent approach to achieving successful resolutions.
• Excellent written and verbal communication skills to convey information clearly and transparently.
• Proficiency in using software systems, including Customer Relationship Management (CRM) tools and Microsoft Office Suite.
• Authorized to work in the U.S. without sponsorship.

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• Commuter Transit Programs
• Company‑paid Short‑Term Disability, Long‑Term Disability, and Group Term Life Insurance
• Company‑paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized Paid Time Off (PTO)
• 401(k) retirement plan

$65,000 – $75,000 per year, depending on experience.

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing…