Quick overview
Job description
Commercial Lines Assistant Account Manager
Why This Role Matters
How You'll Make an Impact
- Respond to client inquiries by phone, email, and in person, delivering timely and professional service.
- Process policy endorsements and coverage changes while ensuring accurate system documentation.
- Support clients through the claims process by submitting claims, communicating with carriers, and monitoring claim progress.
- Prepare and distribute Certificates of Insurance and Evidence of Insurance for clients and third-party requestors.
- Maintain complete and organized client records by downloading, attaching, and updating carrier and policy documentation.
- Assist with renewals, loss runs, policy updates, finance agreements, and carrier change requests to support overall book retention and servicing.
Who You Are
- Client-focused and responsive, with a commitment to delivering exceptional service.
- Organized and able to prioritize competing responsibilities effectively.
- A clear and professional communicator who builds trust with clients, carriers, and teammates.
- Detail-oriented with a strong focus on accuracy and data integrity.
- Resourceful and persistent when resolving issues and following through on requests.
- Collaborative and willing to support team success, including providing coverage for colleagues when needed.
- Committed to confidentiality, professionalism, and ethical business practices.
What You Bring
Day One:
- High School Diploma or GED.
- Active Property & Casualty Insurance License.
- Prior experience in an administrative support role.
- Familiarity with commercial lines insurance products, coverages, policies, and procedures.
- Strong written and verbal communication skills.
- Excellent organizational and time management abilities.
- Proficiency with Microsoft Office Suite and business applications used for client and policy management.
- Strong attention to detail and problem-solving skills.
Valuable Additions:
- Experience working in a Property & Casualty insurance agency.
- Experience supporting a Commercial Lines Department.
- Associate Degree in Business Administration or a related field.
- Experience using EPIC or a similar agency management system.
- Familiarity with endorsements, certificates, claims support, renewals, loss runs, and carrier servicing processes.
Real Benefits for Real Life
- 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
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.
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