Commercial Lines Account Manager - Patriot Growth Insurance Services

About Consolidated Insurance Market (CIM), A Division of Patriot Growth Insurance Services: Our mission is to build strong, lasting relationships. Since 1999, we've offered a personalized alternative to big box insurance companies, focusing on friendly, human interaction. At Consolidated Insurance Markets, we listen closely to ensure your family and business are fully protected. Here, you can trust that we know your name!

Position Overview: We are seeking an experienced and detail-oriented Commercial Lines Account Manager to join our dynamic team. In this role, you will manage a portfolio of commercial insurance clients, providing exceptional service by handling renewals, policy changes, and client inquiries. The ideal candidate will have strong communication skills, a deep understanding of commercial insurance products, and the ability to build long-lasting client relationships. If you are a proactive problem-solver with a passion for client success, we encourage you to apply!

Work Arrangement: This is a full-time position working in our office located in Flower Mound, TX.

Professional Responsibilities:

• Client Relationships- assist clients with all policy and coverage questions on a day-to-day basis
• Maintain client electronic files in an orderly and up-to-date manner according to Agency standards
• Assist in marketing new and renewal business, negotiate rates, review coverages for competitiveness and accuracy, present to clients
• Prepare documents for renewal terms, including Insurance Proposals, Applications, Acord forms, Binders, and Certificates of Insurance
• Comprehend and interpret Insurance Contract requirements for Certificates
• Invoicing all new and renewal policies and endorsements and manage workflow
• Processing customer policy endorsements
• Processing underwriting requests for additional information from the carriers as received

Qualifications and Requirements:

• As an Account Manager, you must be customer oriented, motivated, energetic, outgoing, strong verbal skills and a self-starter.
• Great people skills, positive attitude, dependable and capable of multi-tasking in a busy office environment.
• Highly organized and detail oriented with the ability to manage multiple deadlines.
• Willingness to go beyond scheduled hours to meet client needs
• Property and Casualty Insurance License
• 2+ years of Customer Service & Commercial Lines insurance experience required
• Proficiency in using Microsoft Office 365, Outlook, OneDrive
• Authorized to work in the U.S. without sponsorship

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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 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.

Patriot offers the opportunity to be a part of a fast-growing company 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.