Account Manager

Commercial Account Manager

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 in over 45 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.

The Commercial Account Manager serves as a key point of contact for clients, providing exceptional service and support in Commercial Lines Insurance. This position seeks to effectively service Commercial clients timely, serving as a liaison with insurance carriers and providers. This position requires passion for delivering outstanding client experience to drive retention and overall satisfaction.

This is a full-time position working in our office located in Sacramento, CA.

Professional Responsibilities:

• Collaborate closely with the Commercial Lines Supervisor to support clients effectively.
• Manage client service needs, including making updates to existing accounts and ensuring timely responses.
• Coordinate and oversee renewal processes, market new business opportunities, and follow up on quotes with carriers.
• Process essential documents such as change requests, endorsements, binders, certificates, proposals, policies, and more, ensuring timely delivery to clients.
• Maintain accurate and accessible records while adhering to agency standards and procedures.
• Communicate proactively with carriers and clients through professional correspondence.
• Cultivate strong working relationships with clients, insurance carriers, producers, and team members.
• Identify cross-selling opportunities and introduce additional products to meet client needs.

Qualifications and Requirements:

• Active California Property & Casualty Insurance License.
• 2+ years of experience in Commercial Insurance; 3-5 years in Commercial or Transportation Insurance preferred.
• Proven ability to manage a Commercial Book of Business; experience with a Transportation Book of Business preferred.
• High School Diploma or GED required.
• Strong organizational and prioritization skills for managing daily responsibilities.
• Excellent problem-solving abilities with a persistent approach to achieving solutions.
• Exceptional written and verbal communication skills for clear and transparent information sharing.
• Effective team collaboration skills with a focus on collective success.
• Proficient in Applied EPIC, Microsoft Office, carrier websites, and relevant software.
• Demonstrated commitment to continuous learning and professional growth in Commercial Transportation insurance.
• Authorized to work in the U.S. without sponsorship.

Why Patriot Growth Insurance Services: We offer 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) with employer match

Pay Range: $65,000 - $75,000 per year plus commission depending on 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.