As a Commercial Lines Account Executive, you'll play a key role in helping businesses protect what they've built while delivering a high level of service and guidance throughout the client relationship. This opportunity is ideal for someone who enjoys building trusted partnerships, navigating complex coverage needs, and contributing to the growth and retention of a commercial lines book of business. In this role, you'll work closely with clients, producers, carriers, and underwriting partners to deliver tailored insurance solutions that align with each client's risk profile and business goals. You'll support both new and renewal business while identifying opportunities to deepen client relationships and expand coverage portfolios.
How You'll Make an Impact
Build and strengthen relationships with commercial clients by providing responsive service, proactive communication, and trusted insurance guidance.
Manage new and renewal business by evaluating exposures, recommending coverages, and placing policies that align with client needs and carrier guidelines.
Quote, market, and write new business opportunities generated through client referrals, walk-in traffic, and inbound inquiries.
Review renewal and expiration reports to develop retention strategies and support long-term client success.
Identify cross-selling and upselling opportunities by recommending additional coverages that address evolving risks and business needs.
Partner with producers, underwriters, carriers, and agency leadership to ensure seamless service delivery and positive client experiences.
Who You Are
Relationship-focused and committed to delivering exceptional client service.
A proactive communicator who follows through and keeps clients informed.
Organized and detail-oriented, with the ability to manage competing priorities effectively.
Comfortable analyzing risk exposures and recommending appropriate solutions.
Collaborative in your approach and eager to contribute to team success.
Adaptable and motivated to continue learning about insurance products, carrier appetites, and industry trends.
Professional, ethical, and trusted to handle confidential client and business information.
1 to 3 years of experience in sales, account management, customer service, or a related client-facing role.
High School Diploma, GED, or Associate Degree in Business Administration, Finance, Risk Management, or a related field.
Knowledge of commercial insurance products, coverages, underwriting principles, and policy administration processes.
Strong written and verbal communication skills.
Experience using business technology and client management systems, including Microsoft Office applications.
Ability to manage multiple priorities while maintaining accuracy and attention to detail.
Valuable Additions:
Experience within the Property and Casualty Insurance industry.
Bachelor's Degree in Business Administration, Finance, Risk Management, or a related field.
Familiarity with EPIC Agency Management System or similar agency management platforms.
Experience reviewing carrier guidelines and working directly with underwriters.
Demonstrated success identifying cross-selling or account growth opportunities within an existing book of business.
Real Benefits for Real Life
At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits. Highlights Include:
Multiple medical plan options, with preventive care covered at 100%
Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
Employer-paid short-term and long-term disability coverage
Paid parental leave
Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
Competitive 401(k) company match to help you build your financial future
Comprehensive dental and vision coverage
Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services
At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do. Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them. Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.
Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.