Commercial Lines Account Analyst
Patriot Growth Insurance Services, LLC · Media, PA · 4 wk ago
Hybrid$24.04/hrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the job posting.
The posting includes:
- Title: Patriot Growth Insurance Services | Media, PA | Hybrid | Full-Time (not heading)
- Why This Role Matters (maybe "About the role"?)
- How You'll Make an Impact (Responsibilities)
- Who You Are (Qualifications? maybe "Qualifications")
- What You Bring Day One (Requirements)
- Valuable Additions (maybe "Skills" or "Preferred Qualifications")
- Real Benefits for Real Life (Benefits)
- About Patriot Growth Insurance Services (maybe "About the company"? Not required heading list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map sections accordingly.
We need to include Pay section if posting states pay range. Yes: Pay Range: $24.04 USD - $36.06 USD. So include Pay.
Schedule? Not mentioned explicitly; they say Hybrid, Full-Time. Could include Schedule as "Hybrid, Full-Time". But we should only include Schedule if posting actually states them. It does say Hybrid | Full-Time. That's schedule info. So we can include Schedule section.
We must not repeat job title as heading. No Job ID.
We must remove boilerplate: EEO, equal-opportunity, scam-warning, cookie/navigation/legal, duplicated lines, application instructions. The posting includes EEO statement at end; we must remove that. Also remove "Patriot Growth Insurance Services is an equal opportunity employer..." etc. Also remove "For more information, read through our EEO and DE&I Policy located on our website..." etc.
Also remove "Any job offer is based upon a salary analysis..." maybe part of Pay but we can keep some? It's about pay range explanation; we could keep but it's not boilerplate? It's still part of pay description; we can keep but maybe it's okay. However instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The salary analysis text is not exactly boilerplate but could be considered legal? It's about pay transparency; might be okay to keep. But we can keep it as part of Pay section.
We need to preserve all substantive information.
Let's extract content:
Why This Role Matters paragraph: "As a Commercial Lines Account Analyst, you'll play a key role in supporting clients, carriers, and account teams throughout the policy lifecycle. This position is ideal for someone who enjoys delivering exceptional customer service, managing important insurance documentation, and helping ensure commercial accounts are serviced accurately and efficiently. In this role, you'll work closely with clients, insurance carriers, and internal account teams to support policy changes, renewals, certificates, billing matters, and day-to-day account servicing activities. Your attention to detail, communication skills, and commitment to client success will help strengthen client relationships and contribute to the overall success of the agency."
That's about the role.
How You'll Make an Impact bullet list (actually sentences each starting with verb). We need to put as
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the job posting.
The posting includes:
- Title: Patriot Growth Insurance Services | Media, PA | Hybrid | Full-Time (not heading)
- Why This Role Matters (maybe "About the role"?)
- How You'll Make an Impact (Responsibilities)
- Who You Are (Qualifications? maybe "Qualifications")
- What You Bring Day One (Requirements)
- Valuable Additions (maybe "Skills" or "Preferred Qualifications")
- Real Benefits for Real Life (Benefits)
- About Patriot Growth Insurance Services (maybe "About the company"? Not required heading list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map sections accordingly.
We need to include Pay section if posting states pay range. Yes: Pay Range: $24.04 USD - $36.06 USD. So include Pay.
Schedule? Not mentioned explicitly; they say Hybrid, Full-Time. Could include Schedule as "Hybrid, Full-Time". But we should only include Schedule if posting actually states them. It does say Hybrid | Full-Time. That's schedule info. So we can include Schedule section.
We must not repeat job title as heading. No Job ID.
We must remove boilerplate: EEO, equal-opportunity, scam-warning, cookie/navigation/legal, duplicated lines, application instructions. The posting includes EEO statement at end; we must remove that. Also remove "Patriot Growth Insurance Services is an equal opportunity employer..." etc. Also remove "For more information, read through our EEO and DE&I Policy located on our website..." etc.
Also remove "Any job offer is based upon a salary analysis..." maybe part of Pay but we can keep some? It's about pay range explanation; we could keep but it's not boilerplate? It's still part of pay description; we can keep but maybe it's okay. However instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The salary analysis text is not exactly boilerplate but could be considered legal? It's about pay transparency; might be okay to keep. But we can keep it as part of Pay section.
We need to preserve all substantive information.
Let's extract content:
Why This Role Matters paragraph: "As a Commercial Lines Account Analyst, you'll play a key role in supporting clients, carriers, and account teams throughout the policy lifecycle. This position is ideal for someone who enjoys delivering exceptional customer service, managing important insurance documentation, and helping ensure commercial accounts are serviced accurately and efficiently. In this role, you'll work closely with clients, insurance carriers, and internal account teams to support policy changes, renewals, certificates, billing matters, and day-to-day account servicing activities. Your attention to detail, communication skills, and commitment to client success will help strengthen client relationships and contribute to the overall success of the agency."
That's about the role.
How You'll Make an Impact bullet list (actually sentences each starting with verb). We need to put as - . Items:
- Deliver exceptional customer service that builds trust and maintains strong relationships with commercial insurance clients.
- Maintain accurate client records and electronic files within the agency management system to support efficient account servicing.
- Process policy change requests and manage endorsement follow-up to ensure timely completion and accurate coverage updates.
- Issue new and renewal Certificates of Insurance and Automobile ID Cards accurately and efficiently.
- Coordinate with insurance carriers regarding cancellations, billing concerns, and policy servicing matters to resolve issues promptly.
- Support renewal and new business activities from account preparation through policy binding, helping account teams meet client expectations.
- Manage the receipt, organization, and distribution of policy documents to ensure clients and internal stakeholders receive critical information on time.
- Create and maintain spreadsheets and business documents that support client needs and internal operations.
Who You Are: list of traits:
- Client-focused and committed to delivering responsive, professional service.
- Highly organized with strong attention to detail and the ability to manage multiple priorities.
- Comfortable communicating with clients, carriers, and team members in a clear, professional, and confident manner.
- Proactive in following up on outstanding items and resolving issues before they become larger challenges.
- Collaborative and supportive, thriving in a team-oriented environment.
- Adaptable and eager to learn new systems, processes, and insurance concepts.
- Accountable, reliable, and able to maintain accuracy in a fast-paced environment.
What You Bring Day One (Requirements):
- 1+ years of experience in insurance, account management, customer service, administration, or a related professional environment.
- College degree or an equivalent combination of education and relevant work experience.
- Strong verbal and written communication skills.
- Excellent organizational and relationship-building abilities.
- General business knowledge and professional customer service skills.
- Proficiency with Microsoft Word, Excel, and PowerPoint.
- Ability to create and edit Word documents, including manipulating tables and formatting.
- Licensed Property & Casualty Producer, or the ability to obtain the license upon hire.
Valuable Additions (Preferred/Skills):
- Commercial lines insurance experience.
- Experience processing endorsements, certificates of insurance, renewals, or policy servicing transactions.
- Knowledge of AMS360 Agency Management System.
- Familiarity with insurance carrier interactions, billing processes, and account servicing workflows.
- Understanding of agency operations and the commercial insurance marketplace.
Real Benefits for Real Life (Benefits): list:
- 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: description (maybe not needed as heading but could be included as "About the company"? Not in list; we can omit or include as a paragraph without heading? The instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says "e.g." meaning those are examples; we could also include other headings if appropriate, but better to stick to those. The "About Patriot Growth Insurance Services" could be considered "About the role"? Not exactly. Could be omitted or placed as a
without heading. Probably safe to include as a
without heading, as it's substantive info about company. The instruction: "Prefer a few substantive sections over many thin ones." We could include it as a paragraph after the sections.
Pay section: Pay Range: $24.04 USD - $36.06 USD. Also include the salary analysis text maybe.
Schedule section: Hybrid, Full-Time.
We must not include headings with filler text. Ensure each heading has content.
Now produce HTML fragment:
About the role
As a Commercial Lines Account Analyst, you'll play a key role in supporting clients, carriers, and account teams throughout the policy lifecycle. This position is ideal for someone who enjoys delivering exceptional customer service, managing important insurance documentation, and helping ensure commercial accounts are serviced accurately and efficiently. In this role, you'll work closely with clients, insurance carriers, and internal account teams to support policy changes, renewals, certificates, billing matters, and day-to-day account servicing activities. Your attention to detail, communication skills, and commitment to client success will help strengthen client relationships and contribute to the overall success of the agency.
Responsibilities
- Deliver exceptional customer service that builds trust and maintains strong relationships with commercial insurance clients.
- Maintain accurate client records and electronic files within the agency management system to support efficient account servicing.
- Process policy change requests and manage endorsement follow-up to ensure timely completion and accurate coverage updates.
- Issue new and renewal Certificates of Insurance and Automobile ID Cards accurately and efficiently.
- Coordinate with insurance carriers regarding cancellations, billing concerns, and policy servicing matters to resolve issues promptly.
- Support renewal and new business activities from account preparation through policy binding, helping account teams meet client expectations.
- Manage the receipt, organization, and distribution of policy documents to ensure clients and internal stakeholders receive critical information on time.
- Create and maintain spreadsheets and business documents that support client needs and internal operations.
Requirements
- 1+ years of experience in insurance, account management, customer service, administration, or a related professional environment.
- College degree or an equivalent combination of education and relevant work experience.
- Strong verbal and written communication skills.
- Excellent organizational and relationship-building abilities.
- General business knowledge and professional customer service skills.
- Proficiency with Microsoft Word, Excel, and PowerPoint.
- Ability to create and edit Word documents, including manipulating tables and formatting.
- Licensed Property & Casualty Producer, or the ability to obtain the license upon hire.
Qualifications
Client-focused and committed to delivering responsive, professional service; highly organized with strong attention to detail and the ability to manage multiple priorities; comfortable communicating with clients, carriers, and team members in a clear, professional, and confident manner; proactive in following up on outstanding items and resolving issues before they become larger challenges; collaborative and supportive, thriving in a team-oriented environment; adaptable and eager to learn new systems, processes, and insurance concepts; accountable, reliable, and able to maintain accuracy in a fast-paced environment.
Alternatively we could list as but it's okay as paragraph. But we might want to keep as list for clarity. The instruction: Use - for any list of duties/requirements/benefits. For Qualifications, it's a list of traits; we can treat as list. Let's do
- for each.
Skills
- Commercial lines insurance experience.
- Experience processing endorsements, certificates of insurance, renewals, or policy servicing transactions.
- Knowledge of AMS360 Agency Management System.
- Familiarity with insurance carrier interactions, billing processes, and account servicing workflows.
- Understanding of agency operations and the commercial insurance marketplace.
Benefits
- 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
Pay
Pay Range: $24.04 USD - $36.06 USD. Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and senior
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says "e.g." meaning those are examples; we could also include other headings if appropriate, but better to stick to those. The "About Patriot Growth Insurance Services" could be considered "About the role"? Not exactly. Could be omitted or placed as a
without heading. Probably safe to include as a
without heading, as it's substantive info about company. The instruction: "Prefer a few substantive sections over many thin ones." We could include it as a paragraph after the sections. Pay section: Pay Range: $24.04 USD - $36.06 USD. Also include the salary analysis text maybe. Schedule section: Hybrid, Full-Time. We must not include headings with filler text. Ensure each heading has content. Now produce HTML fragment:
About the role
As a Commercial Lines Account Analyst, you'll play a key role in supporting clients, carriers, and account teams throughout the policy lifecycle. This position is ideal for someone who enjoys delivering exceptional customer service, managing important insurance documentation, and helping ensure commercial accounts are serviced accurately and efficiently. In this role, you'll work closely with clients, insurance carriers, and internal account teams to support policy changes, renewals, certificates, billing matters, and day-to-day account servicing activities. Your attention to detail, communication skills, and commitment to client success will help strengthen client relationships and contribute to the overall success of the agency.
Responsibilities
- Deliver exceptional customer service that builds trust and maintains strong relationships with commercial insurance clients.
- Maintain accurate client records and electronic files within the agency management system to support efficient account servicing.
- Process policy change requests and manage endorsement follow-up to ensure timely completion and accurate coverage updates.
- Issue new and renewal Certificates of Insurance and Automobile ID Cards accurately and efficiently.
- Coordinate with insurance carriers regarding cancellations, billing concerns, and policy servicing matters to resolve issues promptly.
- Support renewal and new business activities from account preparation through policy binding, helping account teams meet client expectations.
- Manage the receipt, organization, and distribution of policy documents to ensure clients and internal stakeholders receive critical information on time.
- Create and maintain spreadsheets and business documents that support client needs and internal operations.
Requirements
- 1+ years of experience in insurance, account management, customer service, administration, or a related professional environment.
- College degree or an equivalent combination of education and relevant work experience.
- Strong verbal and written communication skills.
- Excellent organizational and relationship-building abilities.
- General business knowledge and professional customer service skills.
- Proficiency with Microsoft Word, Excel, and PowerPoint.
- Ability to create and edit Word documents, including manipulating tables and formatting.
- Licensed Property & Casualty Producer, or the ability to obtain the license upon hire.
Qualifications
Client-focused and committed to delivering responsive, professional service; highly organized with strong attention to detail and the ability to manage multiple priorities; comfortable communicating with clients, carriers, and team members in a clear, professional, and confident manner; proactive in following up on outstanding items and resolving issues before they become larger challenges; collaborative and supportive, thriving in a team-oriented environment; adaptable and eager to learn new systems, processes, and insurance concepts; accountable, reliable, and able to maintain accuracy in a fast-paced environment.
Alternatively we could list as- but it's okay as paragraph. But we might want to keep as list for clarity. The instruction: Use
- for any list of duties/requirements/benefits. For Qualifications, it's a list of traits; we can treat as list. Let's do
- for each.
Skills
- Commercial lines insurance experience.
- Experience processing endorsements, certificates of insurance, renewals, or policy servicing transactions.
- Knowledge of AMS360 Agency Management System.
- Familiarity with insurance carrier interactions, billing processes, and account servicing workflows.
- Understanding of agency operations and the commercial insurance marketplace.
Benefits
- 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
Pay
Pay Range: $24.04 USD - $36.06 USD. Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and senior
- for each.