Quick overview
Job description
Commercial Lines Account Executive
Why This Role Matters
How You'll Make an Impact
- Build and strengthen relationships with commercial clients by providing responsive service, proactive communication, and trusted insurance guidance.
- Manage new and renewal business by evaluating exposures, recommending coverages, and placing policies that align with client needs and carrier guidelines.
- Quote, market, and write new business opportunities generated through client referrals, walk-in traffic, and inbound inquiries.
- Review renewal and expiration reports to develop retention strategies and support long-term client success.
- Identify cross-selling and upselling opportunities by recommending additional coverages that address evolving risks and business needs.
- Partner with producers, underwriters, carriers, and agency leadership to ensure seamless service delivery and positive client experiences.
Who You Are
- Relationship-focused and committed to delivering exceptional client service.
- A proactive communicator who follows through and keeps clients informed.
- Organized and detail-oriented, with the ability to manage competing priorities effectively.
- Comfortable analyzing risk exposures and recommending appropriate solutions.
- Collaborative in your approach and eager to contribute to team success.
- Adaptable and motivated to continue learning about insurance products, carrier appetites, and industry trends.
- Professional, ethical, and trusted to handle confidential client and business information.
What You Bring
Day One:
- Property and Casualty Insurance License.
- 1 to 3 years of experience in sales, account management, customer service, or a related client-facing role.
- High School Diploma, GED, or Associate Degree in Business Administration, Finance, Risk Management, or a related field.
- Knowledge of commercial insurance products, coverages, underwriting principles, and policy administration processes.
- Strong written and verbal communication skills.
- Experience using business technology and client management systems, including Microsoft Office applications.
- Ability to manage multiple priorities while maintaining accuracy and attention to detail.
Valuable Additions:
- Experience within the Property and Casualty Insurance industry.
- Bachelor's Degree in Business Administration, Finance, Risk Management, or a related field.
- Familiarity with EPIC Agency Management System or similar agency management platforms.
- Experience reviewing carrier guidelines and working directly with underwriters.
- Demonstrated success identifying cross-selling or account growth opportunities within an existing book of business.
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
- TW

Senior Strategic Account ExecutiveNew Auto Apply
Twilio · Remote - US · Remote 🇺🇸
SourcingCRMCompliance+2SalesSalary not listed15 hours ago - SM

Account ExecutiveNew Auto Apply
Snap! Mobile, Inc. · Montgomery · Hybrid 🇺🇸
CRMCustomer SuccessHubSpot+2SalesSalary not listed9 hours ago - SM

Account ExecutiveNew Auto Apply
Snap! Mobile, Inc. · North Texas · Hybrid 🇺🇸
OnboardingArticulateCRM+4SalesSalary not listed9 hours ago - SM

Account ExecutiveNew Auto Apply
Snap! Mobile, Inc. · Fairfield · Hybrid 🇺🇸
OnboardingArticulateCRM+4SalesSalary not listed11 hours ago - SE
Senior Sales Account ExecutiveNew Auto Apply
Sharp Electronics · Alpharetta · Hybrid 🇺🇸
Microsoft OfficeB2B SalesCRM+2SalesSalary not listed15 hours ago - SE

Enterprise Account Executive Auto Apply
SentinelOne · Maryland · Hybrid 🇺🇸
ArticulateEnterprise SalesProcurement+2SalesSalary not listed3 weeks ago - SE

Enterprise Account Executive Auto Apply
SentinelOne · North Carolina · Hybrid 🇺🇸
ArticulateEnterprise SalesProcurement+2SalesSalary not listed3 weeks ago - RJ
Account Executive, NAS Product SpecialistNew Auto Apply
Rubrik Job Board · Remote Central US · Remote 🇺🇸
ArticulateAuditingCompliance+3SalesSalary not listed11 hours ago - RI

Super Enterprise Account ExecutiveNew Auto Apply
Riskified · New York · Hybrid 🇺🇸
OnboardingAccount ManagementArticulate+5SalesSalary not listed13 hours ago - QU

Account Executive, EnterpriseNew Auto Apply
Quince · United States · Remote 🇺🇸
Google WorkspaceB2B SalesCRM+5Sales$95k - $140k/yr6 hours ago - SA

Account Executive, Mid Market (West)New Auto Apply
Samsara · San Francisco · Hybrid 🇺🇸
Cold CallingGreenhouseIoT+1SalesSalary not listed8 hours ago - SA

Account Executive, Mid Market (West)New Auto Apply
Samsara · Phoenix · Hybrid 🇺🇸
Cold CallingGreenhouseIoT+1SalesSalary not listed8 hours ago
