Commercial Lines Account Manager (Hybrid)

Position Overview We are seeking a detail‑oriented and client‑focused Commercial Lines Account Manager to support and manage a portfolio of commercial insurance clients. This role is responsible for providing exceptional service, managing policy changes, supporting renewals, coordinating quotes, and ensuring accurate account documentation. The ideal candidate has strong commercial insurance knowledge, excellent communication skills, and a passion for building lasting client relationships. Work Arrangement This is a full‑time, hybrid position reporting to our office in Waterloo, IA. Professional Responsibilities Serve as the primary point of contact for assigned commercial clients, providing timely support and guidance regarding insurance needs, policy questions, and service requests. Build and maintain strong client relationships by proactively communicating updates, gathering information, and ensuring client accounts remain accurate and up to date. Process policy changes, endorsements, renewals, audits, and other account transactions in accordance with client needs and carrier requirements. Review policies, contracts, coverage limits, terms, and conditions to ensure accuracy and identify potential coverage concerns. Prepare insurance applications, market accounts, obtain carrier quotes, and present competitive coverage options to support client needs. Partner with Producers throughout the renewal process, including gathering renewal information, preparing materials, coordinating client meetings, and supporting renewal strategy discussions. Maintain accurate documentation of client communications, policy activity, and account information within agency management systems. Communicate with insurance carriers to submit applications, process changes, resolve issues, and ensure timely completion of service requests. Provide certificates, verification of insurance, and other policy documentation to clients and third parties as requested. Handle agency‑billed policies and related account activities while ensuring accurate record‑keeping and compliance with agency procedures. Collaborate with Producers, carriers, and internal team members to support client satisfaction, retention, and overall account success. Stay informed on commercial insurance products, carrier guidelines, industry trends, and best practices through ongoing professional development. Qualifications and Requirements 1+ year of experience in customer service, account management, or a related client support role required. Active Property & Casualty insurance license required or ability to obtain and maintain required licensing. High school diploma or GED required; Associate or Bachelor’s degree in Business Administration or a related field preferred. Experience in the Property & Casualty insurance industry, specifically Commercial Lines, preferred. Strong knowledge of commercial insurance products, coverages, policies, procedures, and carrier requirements. Experience building client relationships, identifying needs, and providing customized service solutions. Excellent written and verbal communication skills with the ability to communicate clearly and professionally. Strong organizational skills with the ability to prioritize tasks and manage multiple responsibilities effectively. Strong problem‑solving skills with the ability to resolve client and carrier issues efficiently. Proficiency with Microsoft Office Suite, CRM systems, agency management systems, and other client management tools. Ability to collaborate effectively with clients, carriers, Producers, and internal team members. Commitment to maintaining confidentiality, professional standards, and continued industry education. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer: Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs Company paid Short‑Term Disability, Long‑Term Disability and Group Term Life Company paid Employee Assistance Program Paid holidays Personalized PTO 401(k) 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 #J-18808-Ljbffr PDCM Insurance Inc.