Commercial Lines Account Manager Assistant

The posting, as Patriot Growth Insurance Services, LLC wrote it

Commercial Lines Account Manager Assistant

Patriot Growth Insurance Services | Williamsville, NY | Hybrid | Full-Time

Why This Role Matters

As an Assistant Account Manager, you'll play an important role in supporting clients, producers, and account management teams while helping ensure a responsive and seamless insurance experience. Your attention to detail, client service mindset, and ability to manage multiple priorities will help strengthen client relationships, support retention efforts, and contribute to the agency's overall success.

In this role, you'll work closely with account managers, carrier partners, and internal departments to support policy administration, client communications, documentation management, and ongoing service activities. You'll gain valuable exposure to both commercial and personal insurance operations while helping clients navigate coverage questions and policy needs.

How You'll Make an Impact

• Support account management activities by assisting with policy changes, endorsements, certificates of insurance, and client service requests.
• Help identify coverage gaps, policy enhancements, and cost-saving opportunities that align with clients' evolving insurance needs.
• Assist in preparing insurance proposals, renewal materials, and coverage presentations for prospective and existing clients.
• Respond promptly to client inquiries, helping resolve questions related to coverage, billing, claims, and policy administration.
• Maintain accurate policy documentation and account records within agency management and CRM systems.
• Collaborate with producers, accounting partners, carrier representatives, and internal team members to support exceptional service delivery.
• Contribute to agency growth efforts by supporting prospecting activities, marketing initiatives, and industry networking opportunities.

Who You Are

• Client-focused and committed to delivering responsive, professional service.
• Organized and detail-oriented, with the ability to manage multiple projects and deadlines effectively.
• A proactive problem-solver who enjoys helping clients find solutions to their insurance needs.
• Collaborative and supportive of team goals, while maintaining accountability for individual responsibilities.
• An effective communicator who can explain insurance concepts clearly and professionally.
• Adaptable and eager to learn in a fast-paced agency environment.
• Committed to maintaining confidentiality, professionalism, and strong ethical standards.

What You Bring

Day One

• 1+ years of experience in an administrative, account management, insurance, or related client service role.
• Active New York Property & Casualty Insurance License.
• Basic knowledge of commercial and personal lines insurance products, coverages, policies, and procedures.
• Strong written and verbal communication skills.
• Ability to provide empathetic, responsive, and professional support to clients and colleagues.
• Strong or

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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.

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 at www.patriotgis.com.

Pay Range: Posted below*

*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range
$24.04 — $26.44 USD