Commercial Lines Account Manager (Hybrid)

Commercial Lines Account Manager

About Morse Insurance Agency, a Division of Patriot Growth Insurance Services: Founded in 1950, Morse Insurance has proudly served the insurance needs of individuals, families, and businesses throughout Southeastern Massachusetts for over seven decades. We're committed to delivering trusted, personalized insurance solutions built on long-standing relationships and local expertise. Morse takes a consultative approach with every client, investing the time to understand their unique circumstances and deliver comprehensive coverage tailored to their specific needs. Our experienced team partners with a broad network of local, regional, and national insurance carriers to provide reliable, competitive, and well-crafted coverage options. At Morse, we combine deep industry knowledge with a community-focused mindset, making us a trusted insurance resource right here in Southeastern Massachusetts.

Position Overview: We are seeking a dedicated and detail-oriented Commercial Lines Account Manager to join our team. This role is responsible for managing a portfolio of commercial insurance accounts by delivering proactive client service, supporting renewals and new business activity, and providing strategic coverage recommendations to meet client needs. The ideal candidate thrives in a fast-paced, collaborative environment and is committed to delivering exceptional client service while supporting account retention and growth.

Work Location: This is a hybrid position reporting to our North Easton, MA office.

Professional Responsibilities:

• Deliver responsive, high-quality service while serving as a primary point of contact for commercial clients, addressing policy inquiries, service requests, renewals, and coverage questions.
• Manage and service commercial lines accounts, including quoting new business, marketing coverage, and remarketing accounts with multiple carrier partners.
• Review and analyze client accounts to identify coverage gaps, cost-saving opportunities, and risk management solutions that align with client needs.
• Prepare submissions, gather underwriting information, and negotiate with carriers to secure competitive terms, pricing, and coverage options.
• Support Producers with new business opportunities and renewal strategies while collaborating with internal teams to achieve retention and growth objectives.
• Develop and maintain strong professional relationships with clients, carrier representatives, and internal stakeholders to support exceptional service and long-term account success.
• Maintain accurate and timely documentation within the agency management system, ensuring policy information, communications, and account activity remain current.
• Assist clients with policy changes, endorsements, certificates, billing inquiries, and related account servicing needs in a timely and professional manner.
• Collaborate with team members to support workflow efficiency, operational excellence, and a seamless client experience.
• Stay informed on industry trends, insurance products, carrier requirements, and regulatory updates through ongoing professional development.

Qualifications and Requirements:

• 3+ years of experience in commercial lines insurance or a related account management role required.
• Active Massachusetts Property & Casualty insurance license required.
• Experience working with commercial insurance products, coverages, underwriting practices, and carrier marketing processes preferred.
• Proficiency with agency management systems (such as AMS360) and Microsoft Office Suite required.
• Bachelor's degree preferred; High School Diploma or equivalent required.
• Strong written and verbal communication skills with the ability to build and maintain professional relationships.
• Highly organized with the ability to manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment.
• Ability to work independently while contributing to a collaborative, team-oriented culture.

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and 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.

Why join us: We offer you the opportunity to be a part of one of the fastest-growing insurance companies 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)

Compensation Range: $75,000 - $95,000 base salary, dependent upon candidate 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.

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.