Quick overview
Job description
Commercial Lines Account Specialist
Why This Role Matters
How You'll Make an Impact
- Support Commercial Lines Account Managers, Producers, and Department Managers with day-to-day servicing activities across multiple books of business.
- Deliver exceptional client service by handling overflow calls, responding to inquiries, and helping resolve requests promptly and accurately.
- Process endorsements, certificates of insurance, and related policy documentation while maintaining a high level of accuracy.
- Assist clients with claim reporting and ensure claim information is communicated to carriers in a timely manner.
- Contribute to marketing, remarketing, and book rollover initiatives that help maintain strong client relationships and retention.
- Help sustain seamless client service by providing coverage for team members during absences and assisting with special projects and department initiatives.
Who You Are
- You are highly organized and able to manage competing priorities while maintaining excellent attention to detail.
- You communicate clearly and professionally with clients, carriers, producers, and internal team members.
- You enjoy supporting others and take pride in helping teams operate efficiently and successfully.
- You approach challenges with a solution-oriented mindset and remain persistent in achieving positive outcomes.
- You are dependable, adaptable, and willing to step in wherever support is needed.
- You value collaboration and enjoy sharing knowledge and helping colleagues develop their skills.
- You maintain professionalism, integrity, and confidentiality when handling sensitive information.
What You Bring
Day One:
- Massachusetts Property and Casualty Insurance License.
- Two or more years of experience in a customer service or administrative role.
- Previous experience working within a Commercial Lines insurance agency.
- Working knowledge of commercial lines insurance products, coverages, policies, and procedures.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Office Suite and agency management systems.
- High school diploma or GED.
Valuable Additions:
- Associate's or Bachelor's degree in Business Administration or a related field.
- Experience assisting with marketing, remarketing, renewals, or book rollover activities.
- Experience supporting training initiatives or mentoring less experienced team members.
- Demonstrated knowledge of carrier platforms and commercial insurance processing workflows.
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.
Similar jobs
- UR
Account Manager - AustinNew Auto Apply
Upstream Rehabilitation · Central Austin · Hybrid 🇺🇸
Medical TerminologyPhysical TherapyInstagramSalesSalary not listed13 hours ago - ST

Account Manager, EnterpriseNew Auto Apply
StackAdapt · United States · Hybrid 🇺🇸
OnboardingCampaign ManagementMental Health+2SalesSalary not listed12 hours ago - ST

Account Manager, NYCNew Auto Apply
StackAdapt · New York City · Hybrid 🇺🇸
OnboardingCampaign ManagementMental Health+2SalesSalary not listed15 hours ago - SE
Account Manager, EnterpriseNew Auto Apply
Scorpion Enterprises, LLC · Shreveport · Hybrid 🇺🇸
Account ManagementUpsellingBusiness Development+2SalesSalary not listed12 hours ago - RL
Technical Account ManagerNew Auto Apply
Rithum LinkedIn Board · United States - Remote · Remote 🇺🇸
OnboardingMicrosoft ExcelAccount Management+9SalesSalary not listed12 hours ago - RI

Technical Account ManagerNew Auto Apply
Rithum · United States - Remote · Remote 🇺🇸
OnboardingMicrosoft ExcelAccount Management+9SalesSalary not listed12 hours ago - SA

Technical Account ManagerNew Auto Apply
Samsara · Remote - US; USA · Remote 🇺🇸
TableauAccount ManagementCustomer Success+10SalesSalary not listed16 hours ago - AM

Account ManagerNew Auto Apply
Ambiencehealthcare · Remote - US · Remote 🇺🇸
RecruitingAccount ManagementContract Negotiation+1SalesSalary not listed11 hours ago - HY

Channel Account Manager, DIB/MSSPNew Auto Apply
Hypori · Remote - US · Remote 🇺🇸
Microsoft OfficeSOC 2Channel Sales+3SalesSalary not listed12 hours ago - ES

Account ManagerNew Auto Apply
Excel Sports Management · New York · Hybrid 🇺🇸
Microsoft ExcelGoogle WorkspaceFinancial Reporting+5SalesSalary not listed14 hours ago - 5W

Account Director, CorporateNew Auto Apply
5WPR · Texas · Hybrid 🇺🇸
SpringArticulatePublic RelationsSalesSalary not listed15 hours ago - TB
Account Manager, DNA Synthesis - SouthEastNew Auto Apply
Twist Bioscience · USA - Remote · Remote 🇺🇸
CRMSalesforceSalesSalary not listed14 hours ago
