At a Glance
- Tasks: Manage client relationships and ensure top-notch service while handling insurance accounts.
- Company: Join a fast-growing national insurance firm with a collaborative culture.
- Benefits: Enjoy competitive salary, health benefits, flexible work, and career growth opportunities.
- Why this job: Be part of a dynamic team driving industry leadership and innovation.
- Qualifications: 3+ years in account management or 4+ years in the insurance industry preferred.
- Other info: Hybrid role based in Taunton, MA with a focus on teamwork and professional development.
The predicted salary is between 36000 - 60000 £ per year.
Careers At Patriot Growth Insurance Services and Partner Agencies
Current job opportunities are posted here as they become available.
About FBinsure, A Division of Patriot Growth Insurance Services
FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients’ needs, allowing us to share our prosperity with our employees and our communities. FBinsure is a proud partner agency of Patriot Growth Insurance Services, LLC.
Position Overview
The Account Manager oversees client relationships and is responsible for successfully managing and renewing a segment of client business. The Account Manager establishes a strong rapport with clients and seeks to identify and present the best products and services to meet their needs and objectives.
Work Arrangement
This is a full-time, hybrid position that reports to our office located in Taunton, MA.
Professional Responsibilities
- Provide excellent service to clients by proactively servicing accounts and addressing client concerns in a pleasant and professional manner.
- Pre-qualify new business per agency guidelines.
- Prepare and review registry transactions.
- Process new business, endorsements, and cancellations according to guidelines
- Inform and educate clients about coverage, exclusions, and exposures, while documenting electronic files accordingly.
- Provide technical support to Producers (i.e., coverage, renewal proposals, suspense items, etc.) to meet client’s needs.
- Complete the application submission process by preparing proposals and applications, submitting them to insureds and carriers, obtaining clients signatures on all applications, and following-up to ensure timely responses in conjunction with Producer.
- Explain audit procedures to clients and review interim reports for accuracy.
- Respond to clients’ needs by producing binders, certificates, policies, and other related items accurately and timely.
- Renew/remarket policies per agency standards working in conjunction with client and producer; ensure exposures are adequately covered, insurance is placed with best company, and remarket when appropriate.
- Process incoming and outgoing communication requests professionally, accurately, and timely (i.e., email, mail, voicemail, and faxes).
- Follow-up on open activities in a timely manner.
- Take first report of loss and file with carrier according to specific company guidelines, assign adjuster as necessary; log appropriate follow-up in tracking system for claims team to handle.
- Maintain files in systems accurately and consistently in accordance with guidelines.
- Refer insureds to other departments for cross-sell opportunities.
- Address unusual or difficult client inquiries/situations with a personal consultative approach and demonstrate appropriate awareness to involve additional internal team members to ensure appropriate and timely resolution, as needed.
Qualifications and Requirements
- 3+ years of P&C account management experience or 4+ years of P&C Commercial Lines industry experience
- High School Diploma/GED
- Bachelor\’s degree in Sales, Marketing, Business Administration, or similar preferred
- Professional Property & Casualty Insurance License (must obtain within 3 months of hire date)
- Proficient with use of Microsoft Office Suite and products
- A passion for being part of a team that drives our company to industry leadership
- Ability to establish and maintain effective working relationships with both peers and clients
- 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 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.
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 holidays
- Personalized PTO
- 401 (k)
Salary Range
$55,000 – $75,000 depending on the candidate’s 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 .
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Commercial Lines Account Manager (Hybrid) employer: PDCM Insurance Inc.
Contact Detail:
PDCM Insurance Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Lines Account Manager (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the hunt for a Commercial Lines Account Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with Patriot Growth Insurance Services' values and recent achievements. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the responsibilities of managing client relationships and providing excellent service. Highlight specific examples from your past roles that demonstrate your skills in account management.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining our team at Patriot and are keen to contribute to our growth-focused mission.
We think you need these skills to ace Commercial Lines Account Manager (Hybrid)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight your experience in account management and client relations. We want to see how your skills align with the role of a Commercial Lines Account Manager.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, it’s crucial to demonstrate your communication prowess. Use clear and professional language in your application to reflect how you would interact with clients.
Highlight Relevant Experience: Don’t forget to mention any specific experience you have in the P&C Commercial Lines industry. We’re looking for candidates who can hit the ground running, so make that experience shine!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at PDCM Insurance Inc.
✨Know Your Stuff
Make sure you brush up on your knowledge of property and casualty insurance, especially in the commercial lines sector. Familiarise yourself with common terms, coverage options, and recent industry trends. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Client Management Skills
Since the role involves managing client relationships, be prepared to discuss your previous experiences in this area. Think of specific examples where you've successfully addressed client concerns or improved client satisfaction. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within Patriot Growth Insurance Services. This shows that you're not just interested in the job, but also in how you can fit into their vision and contribute to their success.
✨Practice Your Communication Skills
As an Account Manager, clear communication is key. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend or family member to get comfortable discussing your experiences and answering potential questions in a professional manner.