Commercial Lines Account Manager

Account Manager

At The Cashion Company, integrity, excellence, and client satisfaction have been our guiding principles since 1975. As a leading insurance agency, we prioritize personalized service and expert advice to ensure our clients receive exceptional insurance solutions. Our team of dedicated professionals is committed to fostering long-lasting relationships with customers and carriers alike. We offer a dynamic work environment that supports growth and values employee well-being. Join us in delivering unparalleled service and shaping the future of insurance.

The primary function of this position is to provide quality service to clients. The Account Manager will be the day-to-day liaison between the client, the respective insurance company, and the producer.

Daily servicing of clients will include the service work associated with the clients' accounts, including all endorsement activity, various and routine coverage questions, problem solving, renewal processes, binding of coverages as necessary, assisting customers with billing inquiries, and accuracy checking of policies. The only exceptions are bond and claims related items which are handled by those departments.

This is a full-time position reporting to our office located in Little Rock, AR.

Professional Responsibilities:

• Build and maintain relationships with clients and insurance companies.
• Foster a positive and mutually supportive working environment in order to provide the best possible client service and Producer support.
• Provide prompt, timely, accurate and consistent communications to clients and insurance companies through verbal and written communications.
• Inform and educate clients about coverage, exclusions and exposures.
• Maintain client files in AMS360 and use AMS360 for processing of all transactions and consistent client file/policy management.
• Process daily communications (mail, email, phone requests) responding promptly and appropriately.
• Assist with preparing applications and proposals.
• Process and document renewal submissions with timely follow up to insure timely responses.
• Proactive and strategic anticipation of client needs and timely response to client inquiries and Producer requests.
• Assist clients in making appropriate coverage changes; inform and educate clients about coverage, exclusions, exposures and audits with appropriate documentation.
• Renew and remarket/requote accounts as needed in conjunction with agency standards and producer request.
• Maintain client files accurately and consistently documenting communications, sending confirmations to clients, and informing the producer.
• Accompany Producer on prospect or client meetings as needed.
• Order and issue binders, certificates, policies, endorsements, and other related items, verifying their accuracy and forwarding to client with appropriate correspondence.
• Review policy audits, verifying accuracy and facilitating needed corrections.
• Maintain policy premium accounting detail whether direct bill basis or agency bill basis.
• Manage time to facilitate efficient workflow, timely and accurate processing of all transactions and other responsibilities.
• Grow knowledge through agency paid continuing education courses and designation programs.
• Focused attention to detail and quality control of vital insurance document creation and communication.
• Other duties as assigned.

Qualifications and Requirements:

• High School Diploma/GED (Required)
• Minimum 2 years of relevant experience (Preferred)
• Excellent interpersonal and communication skills (both oral and written)
• Active AR Property & Casualty insurance license (Required)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

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 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.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide continual learning and enhanced career opportunities for our dedicated, 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

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.