Commercial Lines Account Manager (Hybrid)

About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.

About PDCM, A Division of Patriot Growth Insurance Services: 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. PDCM blends a century of experience with industry innovation to bring you a different approach to managing risk and insurance. 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.

Overview: The Commercial Lines Account Manager supports PDCM’s commercial clients by providing exceptional service and managing their accounts. The position is responsible for processing policy changes, quotes, renewals, audits, and compliance with policies and regulations. The Commercial Lines Account Manager acts as the primary contact for their assigned clients, handling the renewal process in collaboration with the Producer, and assisting and responding to all clients in a timely manner.

Primary Job Responsibilities

The essential functions include, but are not limited to the following:

• Work closely with commercial clients to address their insurance needs and inquiries. Keep clients informed about the status of their accounts and any relevant updates in a timely manner. Gather and update client information as needed to maintain comprehensive and up-to-date client accounts.
• Facilitate policy changes, updates, and revisions in accordance with client needs and carrier requirements. Confirm the accuracy of policy changes, renewals, quotes, endorsements, and audits to minimize errors and omissions. Forward policy information to insurance carriers and ensure proper application of policy changes.
• Analyze insurance policies and contracts to understand coverage limits, terms, and conditions.
• Document all client policies, interactions, and activities in a systematic manner. Maintain the confidentiality of sensitive client information and records.
• Send verification of insurance to third parties as requested by clients or regulatory authorities.
• Prepare insurance applications, and actively market and obtain insurance quotes from multiple carriers to offer clients competitive options. Provide clients with accurate and timely quotes for insurance coverage.
• Participate in HPT meetings with Commercial Lines Producers to strategically plan for clients throughout the year and during pre-renewal.
• Prepare renewal information and work with PDCM’s Producers to assist clients in making informed decisions regarding their policies. Schedule client meetings, and ensure Producers have all the necessary information for client meetings and presentations; attend meetings upon request.
• Handle agency-billed policies efficiently and ensure accurate record-keeping.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  
  

Requirements

• Possess a comprehensive knowledge of commercial lines insurance products, coverages, policies, and procedures.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success.
• Proficiency in using software systems, including Customer Relationship Management (CRM) system, and Microsoft Office Suite.
• Commitment to staying updated on industry trends, regulations, and best practices through attending training programs, earning relevant certifications, and participating in industry conferences or webinars.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.
  
  

Required

Education and Experience:

• At least 1 year of experience in a customer support or account management position
• High School Diploma/GED
• Obtainment and maintenance of Iowa Property and Casualty Insurance License
  
  

Preferred

• Experience in the Property and Casualty Insurance industry, specifically in Commercial Lines.
• Associate or Bachelor’s Degree in Business Administration or a related field
• Prior experience working with a CRM system.
  
  

WHY PATRIOT?

Patriot offers the opportunity to be a part of a fast-growing company at 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.

Benefits

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. For more information, read through our EEO and DE&I Policy: Patriot's EEO and DEI Policy