Commercial Lines Account Manager (Remote or Hybrid)

About Patriot: 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 26th 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 1,800 employees operating in 135 locations across 27 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.

About Bowermaster Insurance Brokers, a Division of Patriot Growth Insurance Services: Bowermaster Insurance Brokers is a growing, 70-year-old Insurance Agency with 40+ employees. Our office is professional, fast-paced, and full of energy.

Overview: The Commercial Lines Account Manager is responsible for servicing and managing an assigned book of business, marketing and quoting for renewals and new business, conducting coverage review, and ensuring client satisfaction.

This position can be hybrid or fully remote reporting to our office in Huntington Beach, CA. High speed internet access is required.

Salary Range: $82,000-$94,000 dependent upon experience

Primary Job Responsibilities

• Build strong relationships with assigned clients and understand their unique insurance needs by providing personalized service, advice, and support throughout the policy lifecycle.
• Market both renewal and new business by preparing and reviewing Acord submissions, generating online quotes and proposals, and conducting coverage reviews and comparisons.
• Handle endorsements, policy coverages, claims handling, billing, and certificates for the assigned book of business.
• Gather renewal updates from clients to ensure accurate and current information to evaluate quotes and recommend the most suitable coverage options.
• Conduct coverage reviews and comparisons, negotiating with underwriters to secure the best terms for clients.
• Identify opportunities to secure new policies which includes filling in any coverage gaps and recommend the sale of Cyber and Employment Practices Liability Insurance (EPLI) if no such coverage is currently in force.
• Collaborate with advisors to address renewal matters and provide detailed information on new accounts.
• Provide training and guidance to new team members to support their onboarding, professional growth, and performance, as well as assist them with problem-solving and addressing any issues that may arise.
• Undertake ad hoc projects as required by leadership.
• Participate in monthly and semi-monthly staff meetings to stay informed and contribute to team discussions and initiatives.
• Provide desk coverage in the absence of other Account Managers, ensuring continuity of service and timely response to client needs.
• Collaborate with others to provide client service, ensuring that customers receive the highest level of satisfaction and support throughout their insurance journey.
  
  

Requirements

• 7+ years of experience in Commercial Lines Account Management.
• High School Diploma/GED or Associate Degree in Business Administration, or a similar field.
• Bachelor’s Degree in Business Administration, Marketing, or a similar field preferred.
• California Property and Casualty Insurance License.
• Possess a comprehensive knowledge of commercial lines insurance products, coverages, policies, and procedures.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
• Experience in building and maintaining strong client relationships and understanding clients’ unique needs.
• Ability to collaborate effectively within a team environment, sharing insights and contributing to collective success.
• Excellent written and verbal communication skills to effectively convey information clearly and transparently.
• Detailed-oriented and organized with excellent project management abilities.
• Strong critical thinking skills to analyze complex scenarios and develop solutions for clients.
• Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, EPIC Agency Management System, Microsoft Office Suite, and other tools used for client management and communication.
  
  

WHY PATRIOT?

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

Benefits

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)
  
  

Salary Range: $82,000 - $94,000.00 depending on experience.

• A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
  
  

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.