Commercial Lines Account Manager

Patriot Growth Insurance Services and Partner Agencies • Pasco, WA

7h • $24 - $32 • Onsite

About The Position

We are seeking a motivated, people-oriented professional to join us as a Commercial Account Manager, with a clear path for growth into a commercial sales role. This position is ideal for someone who excels in client service and is eager to develop the skills necessary to become a trusted commercial producer. In this role, you will be responsible for delivering exceptional insurance and risk management support to our commercial lines clients, ensuring a seamless client experience through proactive day-to-day service and relationship management. You will build strong, long-term partnerships with clients while gaining exposure to sales strategies, account development, and revenue growth opportunities. Patriot will provide mentorship, training, tools, and resources to support your professional development and prepare you for success in a commercial sales capacity. What you must bring is the drive, ambition, and desire to grow. Our ideal candidate is hungry, humble, and smart-committed to excellence and motivated to do whats best for our clients, teammates, and the communities we serve.

Requirements

• A customer-oriented, motivated, and proactive attitude with strong verbal communication skills
• Ability to manage multiple tasks and work efficiently in a busy environment
• Highly organized with attention to detail and the ability to meet various deadlines
• Willingness to go above and beyond to ensure client satisfaction
• Proficiency in using software systems, including Customer Relationship Management (CRM), Microsoft Office 365, including Outlook and OneDrive.
• Have a sales mentality.
• Driven by goals with the desire to supplement income through making new professional relationships.

Nice To Haves

• Experience in the Property and Casualty Insurance industry, specifically in commercial lines account management
• Active Property & Casualty Insurance License

Responsibilities

• Quoting of new customer policies, manage remarketing, review, and requoting of renewals, ensuring thorough documentation of all actions and correspondence within the management system.
• Process and collect insureds payables, including the creation and management of premium finance agreements.
• Maintain and update account information in the management system, including coverage details and premium adjustments.
• Identify opportunities to expand client portfolios by recommending additional insurance products to round out accounts.
• Review and process policy endorsements and cancellations promptly and accurately.
• Handle certificate processing and mortgagee change requests to maintain compliance and customer satisfaction.
• Review and respond to underwriting memos, coordinating with underwriters to resolve outstanding issues.

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed