Commercial Lines Account Manager (Remote)

Commercial Lines Account Manager

At We Insure Risk, we are a team of industry experts driven by a shared commitment to teamwork, integrity, accomplishment, and creativity. Our success is rooted in our collaborative approach, allowing us to develop innovative solutions that protect what matters most to our clients. We don't just think outside the box; we break it! Our mission is to provide creative strategies that effectively mitigate risk and advocate for our clients' best interests. By challenging the status quo and turning the industry upside down, we strive to redefine what is possible in insurance. Together, we embrace our values of passion and creativity to deliver tailored solutions that make a real difference.

We are seeking an experienced and client-focused Commercial Lines Account Manager to join our growing Commercial Lines team. This role is responsible for managing day-to-day servicing of commercial insurance accounts, supporting renewals and quoting activities, and delivering responsive, high-quality service to clients, Producers, and carrier partners. The ideal candidate is organized, collaborative, and experienced in working within a fast-paced insurance environment while maintaining a strong commitment to customer satisfaction. This position plays a key role in supporting account retention, operational efficiency, and overall client success.

This is a full-time remote position that supports our office located in Hudson, New York. Preference for candidates residing in the Northeast Region.

Professional Responsibilities:

• Deliver prompt, accurate, and professional service to clients, Producers, carrier representatives, and internal team members.
• Manage day-to-day servicing of assigned commercial accounts, including policy changes, account maintenance, and client support needs.
• Rate and quote commercial insurance policies using carrier websites and available agency systems to support new and renewal business.
• Handle renewal submissions and assist in the remarketing process to help secure appropriate coverage solutions for clients.
• Prepare proposals and supporting materials for Sales Executives and Producers.
• Respond to client inquiries, troubleshoot coverage or service-related issues, and coordinate timely resolutions.
• Maintain accurate and timely documentation of client interactions, policy activity, and account updates within agency systems.
• Support sales teams and new Producers by helping explain commercial lines coverages, products, and service processes.
• Develop and maintain working knowledge of evolving insurance products, carrier requirements, and service standards.
• Collaborate with internal teams to support workflow management, team priorities, and client retention initiatives.
• Support special projects, departmental initiatives, and additional responsibilities as assigned by leadership.

Qualifications and Requirements:

• 1-3 years of commercial insurance customer service, account management, or insurance sales experience preferred.
• Active New York Property & Casualty insurance license preferred.
• Experience working with commercial insurance products, coverages, renewals, and carrier rating platforms preferred.
• Claims experience helpful but not required.
• High school diploma or equivalent required; college degree preferred.
• Proficiency with Microsoft Office Suite and agency systems required.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent interpersonal and written/verbal communication skills.
• Ability to establish and maintain strong working relationships with clients, peers, carriers, and internal stakeholders.
• Collaborative, client-focused mindset with strong attention to detail and commitment to service excellence.
• Authorized to work in the U.S. without sponsorship.

Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

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 Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Salary: $45,000 - $50,000 per year depending on experience

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.