Commercial Lines Small Business Account Manager

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

Small Business Account Manager

Patriot Growth Insurance Services | Taunton, MA | Hybrid | Full-Time

Why This Role Matters

As a Small Business Account Manager, you'll serve as a trusted partner to business owners, helping them navigate their insurance needs with confidence while delivering proactive, relationship-focused service. Your ability to build strong client connections, provide timely support, and ensure accurate policy administration will play a key role in client retention and long-term agency success.

In this role, you'll manage a portfolio of small business accounts while collaborating closely with producers, carrier partners, and internal teams. You'll support clients throughout the policy lifecycle, helping them secure appropriate coverage, understand insurance solutions, and receive exceptional service at every stage of their relationship with the agency.

How You'll Make an Impact

• Serve as the primary point of contact for a book of small business clients, providing responsive service and building lasting relationships.
• Manage policy renewals, endorsements, cancellations, audits, and service requests while maintaining accuracy and efficiency.
• Educate clients on insurance coverage, exclusions, exposures, and risk management considerations to help them make informed decisions.
• Partner with producers to prepare proposals, applications, and renewal strategies that align with client objectives.
• Market and remarket business when appropriate to help ensure clients receive competitive and effective coverage solutions.
• Coordinate claims reporting, certificates, binders, and policy documentation to support a seamless client experience.
• Maintain accurate electronic files, agency management system records, and account documentation according to agency standards.
• Identify cross-selling opportunities and connect clients with additional products and services that meet their evolving needs.

Who You Are

• Client-focused and passionate about delivering exceptional service.
• A proactive communicator who builds trust through responsiveness and professionalism.
• Organized and detail-oriented, with the ability to successfully manage multiple priorities and deadlines.
• Consultative in your approach, taking time to understand client needs and recommend appropriate solutions.
• Resourceful and solution-oriented when handling client questions or complex service issues.
• Collaborative and supportive of team goals and agency success.
• Committed to continuous learning and professional growth within the insurance industry.

What You Bring

Day One

• 3+ years of Property & Casualty account management experience, or 4+ years of Property & Casualty commercial lines industry experience.
• High School Diploma or GED.
• Ability to obtain a Property & Casualty Insurance License within three months of hire.
• Strong client service, communication, and relationship management skills.
• Proficiency with Microsoft Office S

[…]
e 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
$60,000 — $70,000 USD