Select Business Account Manager (Hybrid)

Patriot Growth Insurance Services and Partner Agencies•Dallas, TX

1d•Hybrid

About The Position

We are seeking a Select Business Account Manager to support and service a high-volume book of small commercial accounts. This role focuses on managing new and renewal business, delivering responsive client service, and ensuring efficient policy processing across the client lifecycle. The ideal candidate is detail-oriented, client-focused, and able to balance multiple priorities while contributing to retention and growth.

Requirements

1-3 years of experience in account management, customer service, or a related role.
Active Property & Casualty insurance license required.
Proficiency with agency management systems and Microsoft Office Suite.
Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
Strong communication and interpersonal skills, with a client-focused approach.
Ability to analyze client needs and recommend appropriate insurance solutions.
Commitment to professionalism, confidentiality, and continuous learning.

Nice To Haves

Experience in commercial lines insurance, particularly small business or select accounts, preferred.
Associate or Bachelor�s degree in Business Administration, Risk Management, or a related field preferred.

Responsibilities

Manage the full lifecycle of select business accounts, including quoting, binding, renewals, endorsements, and policy servicing.
Pre-qualify new business opportunities and gather underwriting data to support accurate and competitive quoting.
Collaborate with Producers to support new business efforts, including submissions, proposals, and client follow-up.
Assist with renewals and remarketing efforts to ensure appropriate coverage and optimal carrier placement.
Provide proactive, responsive service by addressing client inquiries related to coverage, billing, claims, and policy changes.
Educate clients on coverages, exclusions, and exposures to support informed decision-making.
Identify opportunities to cross-sell additional products or refer clients to other departments as appropriate.
Process policy changes, endorsements, cancellations, and service requests in accordance with carrier requirements and agency procedures.
Issue certificates of insurance and other client documentation accurately and in a timely manner.
Support claims intake by directing clients to appropriate reporting channels and providing guidance throughout the process.
Maintain accurate documentation of all client interactions and account activity within the Agency Management System.
Collaborate with carriers and internal teams to resolve service issues, audit discrepancies, and underwriting questions.
Participate in team meetings and contribute to ongoing process improvement and service excellence initiatives.