Account Manager

Patriot Growth Insurance Services and Partner Agencies • Sacramento, CA

27d • $65,000 - $75,000 • Onsite

About The Position

The Commercial Account Manager serves as a key point of contact for clients, providing exceptional service and support in Commercial Lines Insurance. This position seeks to effectively service Commerical clients timely, serving as a liaison with insurance carriers and providers. This position requires passion for delivering outstanding client experience to drive retention and overall satisfaction.

Requirements

• Active California Property & Casualty Insurance License.
• 2+ years of experience in Commercial Insurance; 3-5 years in Commercial or Transportation Insurance preferred.
• Proven ability to manage a Commercial Book of Business; experience with a Transportation Book of Business preferred.
• High School Diploma or GED required.
• Strong organizational and prioritization skills for managing daily responsibilities.
• Excellent problem-solving abilities with a persistent approach to achieving solutions.
• Exceptional written and verbal communication skills for clear and transparent information sharing.
• Effective team collaboration skills with a focus on collective success.
• Proficient in Applied EPIC, Microsoft Office, carrier websites, and relevant software.
• Demonstrated commitment to continuous learning and professional growth in Commercial Transportation insurance.
• Authorized to work in the U.S. without sponsorship.

Nice To Haves

• 3-5 years in Commercial or Transportation Insurance preferred.
• experience with a Transportation Book of Business preferred.

Responsibilities

• Collaborate closely with the Commercial Lines Supervisor to support clients effectively.
• Manage client service needs, including making updates to existing accounts and ensuring timely responses.
• Coordinate and oversee renewal processes, market new business opportunities, and follow up on quotes with carriers.
• Process essential documents such as change requests, endorsements, binders, certificates, proposals, policies, and more, ensuring timely delivery to clients.
• Maintain accurate and accessible records while adhering to agency standards and procedures.
• Communicate proactively with carriers and clients through professional correspondence.
• Cultivate strong working relationships with clients, insurance carriers, producers, and team members.
• Identify cross-selling opportunities and introduce additional products to meet client needs.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees