Commercial Lines Account Manager at Patriot Growth Insurance Services – Dallas, Texas

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 and grow an existing book of business while delivering exceptional client service. This role focuses on managing policy lifecycles, strengthening client relationships, and identifying opportunities for coverage enhancements. The ideal candidate is client-focused, detail-oriented, and thrives in a collaborative, fast-paced environment.

Work Arrangement: This is a full-time position working in our office located in Dallas, TX, with a potential remote work arrangement available.

Professional Responsibilities:

• Serve as the primary point of contact for assigned commercial lines clients, ensuring responsive and professional service.
• Manage the full policy lifecycle, including quoting, binding, renewals, endorsements, and account updates.
• Evaluate client risk exposures and recommend appropriate coverage solutions aligned with underwriting guidelines.
• Proactively communicate with clients to address needs, resolve issues, and identify opportunities for cross-selling and upselling.
• Review renewal and expiration reports to develop and execute account strategies in collaboration with internal teams.
• Prepare quotes and write new business for inbound inquiries and existing client opportunities.
• Maintain accurate client and policy documentation within the agency management system (EPIC) and CRM tools.
• Collaborate with Producers, underwriters, and internal teams to ensure seamless service delivery and client satisfaction.

Qualifications and Requirements:

• 5 years of experience in sales, account management, or customer service, preferably within the insurance industry.
• Active Property & Casualty insurance license required.
• Experience with commercial lines insurance products, coverages, and underwriting principles preferred.
• Proficiency with agency management systems (e.g., Applied EPIC), CRM platforms, and Microsoft Office Suite.
• Strong interpersonal and communication skills, with the ability to build and maintain client relationships.
• Excellent organizational skills with the ability to manage multiple priorities and meet deadlines.
• Strong problem-solving and critical thinking abilities to assess client needs and develop solutions.
• High level of professionalism with a commitment to confidentiality and ethical standards.

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)

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.