Account Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Sacramento, CA

1d • Hybrid

About The Position

Founded in 2019, Patriot Growth Insurance Services 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. The Commercial Account Manager serves as a key point of contact for small business clients, providing exceptional service and support to the small business unit. This role focuses on efficiently managing a high-volume small business book of business, acting as a liaison between clients and insurance carriers. The position requires a strong commitment to delivering a responsive, streamlined client experience that drives retention and overall satisfaction.

Requirements

• Active California Property & Casualty Insurance License.
• 2+ years of experience in Commercial Insurance.
• Proven ability to manage a Commercial Book of Business.
• 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.

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