Commercial Lines Account Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies•Lawrenceville, GA

1d•Hybrid

About The Position

We are seeking a detail-oriented and client-focused Commercial Lines Account Manager to join our team. This role is responsible for managing a portfolio of commercial insurance accounts with a focus on habitational property, general liability, professional liability, and workers' compensation risks. The ideal candidate is experienced in commercial account management, thrives in a fast-paced agency environment, and is committed to delivering exceptional client service. This position plays a key role in supporting account retention, ensuring accurate policy administration, and identifying opportunities for account growth. This is a full-time hybrid position, working 3 days per week in our Lawrenceville, GA office.

Requirements

3+ years of Commercial Lines account management or sales support experience within an insurance agency, brokerage, or carrier environment.
Active Georgia Property & Casualty insurance license required.
Strong knowledge of commercial insurance coverages, policy structures, underwriting processes, and coverage placement.
Demonstrated experience managing commercial policy renewals, marketing accounts, and binding coverage.
Experience working with agency management systems and commercial insurance software platforms.
Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.
Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Excellent written and verbal communication skills with a strong commitment to client service.
High attention to detail and accuracy in policy administration and documentation.
Ability to build and maintain strong relationships with clients, carriers, and internal team members.
Self-motivated, collaborative, and able to work independently while contributing to a team-oriented environment.

Responsibilities

Manage a portfolio of commercial insurance accounts by providing responsive, high-quality service to clients throughout the policy lifecycle.
Coordinate renewal activities, including marketing accounts, preparing carrier submissions, negotiating coverage, and securing timely placement.
Process policy changes, endorsements, cancellations, billing inquiries, premium financing requests, and non-payment follow-up activities.
Bind coverage accurately and ensure all policy documentation, applications, and account records are complete and maintained within the agency management system.
Communicate professionally with clients, carriers, brokers, and underwriters to address service requests, resolve issues, and provide coverage guidance.
Respond promptly to client inquiries regarding policy coverages, endorsements, billing matters, and other account servicing needs.
Maintain accurate and organized client files while ensuring documentation complies with agency standards and carrier requirements.
Monitor outstanding service items and proactively follow up to ensure timely completion, workflow efficiency, and client satisfaction.
Identify opportunities for account rounding, cross-selling, and new business development within assigned accounts, partnering with Producers as appropriate.
Collaborate with internal team members to support operational excellence, account retention, and overall client success.
Stay informed on commercial insurance products, carrier guidelines, market conditions, and industry best practices through ongoing professional development.