Commercial Lines Account Manager (Hybrid)

Commercial Lines Account Manager

With roots dating back more than 100 years, PDCM blends a century of experience with industry innovation to bring you a completely different approach to managing risk and insurance. Our personalized advisers use PDCM's unique Risk Reduction Approach to take a comprehensive look at our client's needs and customize a plan for their family or business. Our dedication and commitment to serving the business community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa. PDCM is a proud partner agency of Patriot Growth Insurance Services, LLC.

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. This position plays a key role in supporting client retention, operational efficiency, and delivering customized insurance solutions that meet client needs.

This is a full-time, hybrid position reporting 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 recordkeeping 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.

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. 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 across 48 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)

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.

Patriot Growth Insurance Services