Commercial Lines Account Executive (Hybrid)

Position Overview

The Commercial Lines Account Executive is responsible for servicing and managing an assigned book of business, marketing and quoting for renewals and new business, conducting coverage review, and ensuring client satisfaction.

Professional Responsibilities

• Manage an assigned book of business and deliver consistent, high-quality client service
• Build strong client relationships by understanding unique needs and providing tailored solutions
• Market and quote renewals and new business, including preparing ACORD submissions and reviewing proposals
• Conduct coverage reviews and comparisons and negotiate terms with carriers and underwriters
• Process endorsements, certificates, billing, claims support, and policy servicing items
• Gather renewal information and evaluate options to recommend the most suitable coverage
• Identify coverage gaps and recommend additional policies including Cyber and EPL
• Collaborate with Advisors on new business, renewals, and complex client matters
• Provide support and guidance to new team members during onboarding and training
• Participate in team meetings, special projects, and provide desk coverage when needed

Qualifications And Requirements

• 5 or more years of experience in an account management or customer service role
• High School Diploma, GED, or Associate Degree in Business Administration or similar field
• Active Florida Property and Casualty Insurance License
• Experience in the Property and Casualty insurance industry with Commercial Lines account management
• Bachelor’s degree in Sales, Business Administration, Marketing, or similar field

Why Patriot Growth Insurance Services

• We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception
• We strive to create a flexible and collaborative environment for our employees
• We provide a comprehensive health and welfare program to employees, family members and domestic partners
• We offer a competitive salary and a range of benefits including medical, dental, and vision benefits, FSA and HSA, commuter transit programs, short-term and long-term disability, group term life, employee assistance program, paid parental leave, paid holidays, personalized PTO, and a 401(k)
• We are an equal opportunity employer that is committed to diversity and inclusion in the workplace