Small Business Account Manager

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

Why This Role Matters

As a Small Business Account Manager, you'll serve as a trusted partner to business owners, helping them navigate their insurance needs with confidence while delivering proactive, relationship-focused service. Your ability to build strong client connections, provide timely support, and ensure accurate policy administration will play a key role in client retention and long-term agency success.   In this role, you'll manage a portfolio of small business accounts while collaborating closely with producers, carrier partners, and internal teams. You'll support clients throughout the policy lifecycle, helping them secure appropriate coverage, understand insurance solutions, and receive exceptional service at every stage of their relationship with the agency.

How You'll Make an Impact

• Serve as the primary point of contact for a book of small business clients, providing responsive service and building lasting relationships.
• Manage policy renewals, endorsements, cancellations, audits, and service requests while maintaining accuracy and efficiency.
• Educate clients on insurance coverage, exclusions, exposures, and risk management considerations to help them make informed decisions.
• Partner with producers to prepare proposals, applications, and renewal strategies that align with client objectives.
• Market and remarket business when appropriate to help ensure clients receive competitive and effective coverage solutions.
• Coordinate claims reporting, certificates, binders, and policy documentation to support a seamless client experience.
• Maintain accurate electronic files, agency management system records, and account documentation according to agency standards.
• Identify cross-selling opportunities and connect clients with additional products and services that meet their evolving needs.

Who You Are

• Client-focused and passionate about delivering exceptional service.
• A proactive communicator who builds trust through responsiveness and professionalism.
• Organized and detail-oriented, with the ability to successfully manage multiple priorities and deadlines.
• Consultative in your approach, taking time to understand client needs and recommend appropriate solutions.
• Resourceful and solution-oriented when handling client questions or complex service issues.
• Collaborative and supportive of team goals and agency success.