Commercial Lines Account Manager

Patriot Growth Insurance Services | Dartmouth, MA | Hybrid | Full-Time

Why This Role Matters

As an Account Manager, you'll serve as a trusted advisor to commercial insurance clients, helping them protect their businesses through proactive account management, responsive service, and strategic coverage guidance. This role is central to building long-term client relationships while ensuring accounts are managed accurately, efficiently, and in alignment with each client's goals.

You'll partner closely with clients, producers, carrier partners, and internal team members to manage renewals, policy changes, claims reporting, and ongoing service needs. Success in this role comes from combining strong insurance knowledge with exceptional client service, attention to detail, and a consultative approach to problem-solving.

How You'll Make an Impact

• Manage a portfolio of commercial insurance accounts, delivering proactive service and building strong client relationships that support retention and growth.
• Guide clients through policy renewals, endorsements, audits, cancellations, and coverage changes while ensuring accuracy and timely execution.
• Collaborate with producers to prepare proposals, applications, and renewal strategies that align coverage with client objectives.
• Educate clients on coverages, exclusions, exposures, and risk management considerations, helping them make informed insurance decisions.
• Coordinate with carrier partners to market and remarket business, evaluate coverage options, and secure competitive solutions.
• Support claims reporting, policy documentation, certificates, binders, and related service requests to ensure a seamless client experience.
• Identify cross-selling opportunities and connect clients with additional resources and solutions that support their evolving needs.

Who You Are

• Client-focused and passionate about delivering exceptional service and building lasting relationships.
• A proactive communicator who responds with professionalism, accuracy, and urgency.
• Organized and detail-oriented, with the ability to manage multiple priorities and deadlines effectively.
• Comfortable navigating complex client situations and identifying practical solutions.
• Collaborative and team-oriented, with a willingness to support producers, colleagues, and clients alike.
• Adaptable and resourceful in a fast-paced insurance environment.
• Committed to continuous learning and professional development within the insurance industry.