Commercial Lines Account Manager (Remote)

Patriot Growth Insurance Services and Partner Agencies • Jacksonville, FL

12d • $65,000 - $75,000 • Remote

About The Position

The Commercial Lines Account Manager provides quality service to existing clients while effectively managing and growing a commercial lines book of business. This position involves building strong relationships with clients, cross-selling additional policies, and ensuring customer satisfaction to enhance client loyalty and maximize revenue for the Agency.

Requirements

• 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.
• Possess comprehensive knowledge of commercial lines insurance products, including coverages, policies, procedures, and underwriting principles.
• Demonstrated experience in building and maintaining strong client relationships
• Exhibit strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Showcase exceptional problem-solving skills and a persistent approach to achieving successful resolutions.
• Display 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

Nice To Haves

• Preferred experience in the Property and Casualty Insurance industry, specifically in commercial lines account management.
• Bachelors Degree in Sales, Business Administration, Marketing, or a related field is a plus.
• Experience in construction industry preferred.
• Experience using Applied Epic preferred.

Responsibilities

• Cultivate meaningful client relationships by understanding their unique needs, providing timely support, and delivering exceptional service.
• Communicate proactively with clients to exceed their 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.

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: High school or GED