Commercial Lines Account Manager

About the role

Patriot Growth Insurance Services | Uniondale, New York | Hybrid | Full-Time

Why This Role Matters

As a Commercial Lines Account Manager, you'll play an important role in delivering exceptional service and support to commercial insurance clients while helping businesses protect what matters most. Your expertise, responsiveness, and commitment to client care will contribute directly to client satisfaction, account retention, and the continued success of the Commercial Lines team.

In this role, you'll serve as a trusted partner to clients, Producers, carrier partners, and internal team members, managing day-to-day account service needs while supporting renewal strategies and coverage solutions. You'll have the opportunity to apply your commercial insurance knowledge, strengthen client relationships, and contribute to a collaborative team focused on delivering outstanding results.

How You'll Make an Impact

• Manage day-to-day service activities for assigned commercial lines accounts, ensuring clients receive prompt, accurate, and professional support.
• Coordinate renewal submissions by gathering information, collaborating with carriers, and helping ensure timely renewal execution.
• Prepare proposals and supporting materials for Producers and Sales Executives to support business growth and client retention.
• Analyze coverage options and utilize carrier rating platforms to support new business and renewal opportunities.
• Resolve policy, billing, claims, and service-related issues efficiently while maintaining a high standard of client service.
• Build strong relationships with clients, Producers, carrier partners, and colleagues that foster trust and long-term success.
• Maintain accurate account documentation and service records within agency management systems.
• Contribute to team initiatives, process improvements, and departmental goals that enhance operational effectiveness.

Who You Are

• Client-focused and committed to providing exceptional service and support.
• A strong communicator who can explain insurance concepts and coverage options clearly and professionally.
• Organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment.
• A collaborative team player who values partnership and relationship-building.
• Resourceful and proactive when resolving client concerns and service challenges.
• Adaptable and eager to continue developing commercial insurance expertise.
• Driven by quality, accuracy, and a commitment to helping clients succeed.

What You Bring

Day One

• Active New York Property & Casualty insurance license.
• High school diploma or equivalent.
• Knowledge of the Applied Epic agency management system preferred.
• Strong knowledge of commercial lines insurance products, coverages, carrier rating platforms, and policy servicing practices.
• Excellent written, verbal, and interpersonal communication skills.
• Proficiency with Microsoft Office Suite and related business technology.
• Strong organizational, analytical, and problem-solving skills.
• Ability to establish and maintain effective working relationships with clients, Producers, carrier partners, and team members.
• Client-focused mindset with a commitment to accuracy, responsiveness, and professional service.

Valuable Additions

• 3 to 5 years of commercial insurance customer service, account management, or insurance sales experience.
• College degree.
• Claims experience.
• Experience preparing renewal submissions, proposals, and client-facing insurance presentations.
• Experience utilizing carrier websites and online rating platforms.
• Ability to support Producer growth through coverage guidance and account expertise.
• Demonstrated success contributing to a collaborative, growth-oriented team environment.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies.

With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

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.

Pay Range: Posted below*

*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering 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. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range $70,000—$80,000 USD