Small Business Account Manager (Hybrid)

Careers At Patriot Growth Insurance Services and Partner Agencies Current job opportunities are posted here as they become available. Back To Openings Small Business Account Manager (Hybrid) Department: CL - Small Commercial Location: Taunton, MA START YOUR APPLICATION About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (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 24th 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. Position Overview: The Small Business Account Manager oversees client relationships and is responsible for successfully managing and renewing a segment of client business. The Account Manager establishes a strong rapport with clients and seeks to identify and present the best products and services to meet their needs and objectives. Work Arrangement: This is a full-time, hybrid position reporting our office in Taunton, MA. Professional Responsibilities: Provide excellent service to clients by proactively servicing accounts and addressing client concerns in a pleasant and professional manner. Pre-qualify new business per agency guidelines. Prepare and review registry transactions. Process new business, endorsements, and cancellations according to guidelines Inform and educate clients about coverage, exclusions, and exposures, while documenting electronic files accordingly. Provide technical support to Producers (i.e., coverage, renewal proposals, suspense items, etc.) to meet client�s needs. Complete the application submission process by preparing proposals and applications, submitting them to insureds and carriers, obtaining clients signatures on all applications, and following-up to ensure timely responses in conjunction with Producer. Explain audit procedures to clients and review interim reports for accuracy. Respond to clients� needs by producing binders, certificates, policies, and other related items accurately and timely. Renew/remarket policies per agency standards working in conjunction with client and producer; ensure exposures are adequately covered, insurance is placed with best company and remarket when appropriate. Process incoming and outgoing communication requests professionally, accurately, and timely (i.e., email, mail, voicemail, and faxes). Follow-up on open activities in a timely manner. Take first report of loss and file with carrier according to specific company guidelines, assign adjuster as necessary; log appropriate follow-up in tracking system for claims team to handle. Maintain files in systems accurately and consistently in accordance with guidelines. Refer insureds to other departments for cross-sell opportunities. Address unusual or difficult client inquiries/situations with a personal consultative approach and demonstrate appropriate awareness to involve additional internal team members to ensure appropriate and timely resolution, as needed. Qualifications and Requirements: 3+ years of P&C account management experience, OR 4+ years of P&C commercial lines industry experience High School Diploma/GED Bachelor�s Degree in Sales, Marketing, Business Administration, or similar preferred Professional...