Commercial Account Manager

Commercial Account Manager

Savannah, GA

Why This Role Matters

As a Commercial Lines Account Manager, you'll serve as a trusted partner to clients, helping them navigate their insurance needs while protecting their businesses from evolving risks. In this role, you will manage and grow a commercial lines book of business, provide consultative service throughout the policy lifecycle, and support clients with coverage solutions that align with their risk management goals. Working closely with producers, underwriters, carriers, and internal team members, you will play a key role in client retention, account growth, and overall service excellence. Your ability to build strong relationships, manage competing priorities, and deliver proactive support will directly contribute to the success of both clients and the agency.

How You'll Make an Impact

• Build and maintain strong client relationships by delivering responsive service and understanding changing business insurance needs.
• Manage new and renewal business activities, including evaluating risk exposures and securing appropriate commercial insurance coverage solutions.
• Process endorsements, policy updates, renewals, and account servicing requests with accuracy and attention to detail.
• Partner with producers, underwriters, and internal stakeholders to support renewal strategies, retain business, and strengthen client relationships.
• Identify opportunities for account rounding and cross-selling, including umbrella, flood, business interruption, and other complementary coverages.
• Maintain accurate account documentation and ensure compliance with agency procedures, carrier requirements, and industry standards.

Who You Are

• Client-focused and committed to delivering exceptional service and support.
• A strong relationship builder who enjoys working closely with clients and internal partners.
• Organized and capable of balancing multiple priorities while meeting deadlines.
• Proactive in identifying opportunities to improve client outcomes and expand coverage solutions.
• Detail-oriented with a commitment to accuracy in policy administration and documentation.
• Collaborative and team-oriented while maintaining personal accountability.
• Dedicated to continuous learning and staying current on industry trends, carrier offerings, and commercial insurance products.

What You Bring

Day One:

• Active Georgia Property & Casualty Insurance License.
• 3-5 years of experience in insurance servicing, account management, or customer service.
• Strong client relationship management and consultative communication skills.
• Excellent organizational skills with the ability to manage multiple priorities effectively.
• Strong analytical and problem-solving abilities.
• Proficiency with Microsoft Office Suite and agency management systems.
• High attention to detail and commitment to accuracy in policy administration and documentation.
• Ability to collaborate effectively within a team-oriented environment.
• Commitment to confidentiality, professionalism, and ethical business practices.
• High School Diploma, GED, or Associate Degree in Business or a related field.

Valuable Additions:

• Commercial Lines insurance experience.
• Bachelor's degree in Business or a related field.
• Experience evaluating commercial risk exposures and supporting coverage placement activities.
• Familiarity with commercial insurance products, underwriting processes, and carrier guidelines.
• Experience identifying cross-selling or account expansion opportunities within an existing book of business.
• Knowledge of commercial coverages such as umbrella, flood, and business interruption insurance.

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.

About Brennan & Company, A Division of Patriot Growth Insurance Services:

Since 2005, Brennan & Company has been a trusted name in insurance, proudly serving clients throughout the Southeast and beyond. As an independent agency, we are dedicated to providing personalized insurance solutions that meet the unique needs of our clients. Our experienced team specializes in Commercial Marine and Property & Casualty insurance. With extensive industry experience and long-term market relationships, we formulate specialized insurance programs tailored to each client's needs.

Pay Range: $75,000 - $95,000 USD