Commercial Lines Account Manager - Southeast Region in Fort Washington, Pennsylvania at Patriot Growth Insurance Services

About Patriot Growth Insurance Services: 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. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: We are seeking a Commercial Lines Account Manager to support commercial clients through proactive account management and responsive service. This role manages the full policy lifecycle, supports renewals, and serves as the primary point of contact for assigned accounts. The ideal candidate is detail-oriented, client-focused, and able to balance multiple priorities in a fast-paced agency environment.

Work Arrangement: This is a full-time position intended for a candidate based in the Southeast Region. Work location (remote, hybrid, or in-office) will be determined based on business needs and the candidate’s location.

Professional Responsibilities:

• Serve as the primary point of contact for assigned commercial accounts, ensuring timely, professional, and accurate service.
• Manage the full policy lifecycle, including policy changes, endorsements, renewals, audits, and agency-billed policies.
• Prepare insurance applications, market accounts, and obtain quotes from multiple carriers to support client coverage needs.
• Review and analyze policies to confirm accuracy, coverage intent, and compliance with carrier and regulatory requirements.
• Partner closely with Producers and internal teams on renewals, pre-renewal planning, and client meetings.
• Maintain accurate documentation of client interactions, policies, and account activity within agency management systems.
• Issue certificates and verification of insurance to third parties as requested.
• Build and maintain strong client relationships through proactive communication and ongoing account support.

Qualifications and Requirements:

• 1+ year of experience in customer support or account management; commercial insurance experience preferred.
• Active Property & Casualty insurance license, or ability to obtain and maintain licensure.
• Working knowledge of commercial lines insurance products, coverages, and policy processes.
• Proficiency with agency management systems or CRM platforms and Microsoft Office Suite.
• Strong organizational, problem-solving, and time-management skills.
• Excellent written and verbal communication skills with a service-oriented mindset.
• High School Diploma or GED required; associate or bachelor’s degree in business or a related field preferred.

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• 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) with employer match

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.