Commercial Lines Account Specialist

Commercial Lines Account Specialist

Taunton, Massachusetts | Hybrid | Full-Time

Why This Role Matters

As a Commercial Lines Account Specialist, you'll help keep client service moving smoothly across the Commercial Lines Department by supporting Account Managers, Producers, and department leadership. Your work will directly impact the client experience by helping ensure requests are handled accurately, service remains uninterrupted, and team members have the support they need to succeed. In this role, you'll partner with Small, Middle, and Large Market teams, providing operational and administrative support across a diverse commercial lines book. From processing endorsements and certificates to assisting with renewals, marketing efforts, and client inquiries, you'll play an important role in delivering responsive, high-quality service to clients and carrier partners alike.

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

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• 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

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do. Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them. Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at 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.

Pay Range

$60,000 - $70,000 USD

Patriot Growth Insurance Services