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Commercial Lines Account Manager (Remote)

PDCM Insurance
Jacksonville, FL Remote Full Time
POSTED ON 1/29/2025
AVAILABLE BEFORE 2/26/2025
About Shapiro Insurance Group, A Division of Patriot Growth Insurance Services: Shapiro Insurance Group (SIG) is a professional insurance brokerage firm with offices located throughout the state of Florida. We specialize in Property and Casualty lines of insurance for both Commercial and Personal Clients. Shapiro Insurance Group is backed by Patriot Growth Insurance Services, a top 50 privately held insurance agency with 80 offices and more than 968 professionals located throughout the country.

Position Overview: The Commercial Lines Account Manager provides quality service to existing clients while effectively managing and growing a commercial lines book of business. This position involves building strong relationships with clients, cross-selling additional policies, and ensuring customer satisfaction to enhance client loyalty and maximize revenue for the Agency.

Work Arrangement: This is a full-time, remote position that supports our office in Jacksonville, FL.

Professional Responsibilities

  • Cultivate meaningful client relationships by understanding their unique needs, providing timely support, and delivering exceptional service.
  • Communicate proactively with clients to exceed their expectations and identify opportunities for customized coverage enhancements.
  • Manage new and renewal accounts by evaluating risk exposure, recommending tailored coverage options, and ensuring alignment with underwriting standards.
  • Ensure accuracy and efficiency by maintaining up-to-date client records, processing endorsements, and issuing policies seamlessly.
  • Strategically review renewal and expiration reports to develop actionable plans that support client retention and satisfaction.
  • Drive business growth by cross-selling additional policies that align with clients’ evolving needs and risk profiles.
  • Leverage deep knowledge of insurance products and industry practices to provide expert guidance and recommend optimal coverage strategies.
  • Act as a trusted liaison between clients, Producers, underwriters, and agency management, ensuring smooth collaboration and clear communication.
  • Stay at the forefront of industry trends and carrier updates by participating in team discussions, training sessions, and professional development activities.

Qualifications And Requirements

  • 1 to 3 years of experience in sales, account management, or customer service roles.
  • High School Diploma/GED or Associate Degree in Business Administration, or a similar field.
  • Florida 2-20 Insurance License required.
  • Preferred experience in the Property and Casualty Insurance industry, specifically in commercial lines account management.
  • Bachelor’s Degree in Sales, Business Administration, Marketing, or a related field is a plus.
  • Possess comprehensive knowledge of commercial lines insurance products, including coverages, policies, procedures, and underwriting principles.
  • Demonstrated experience in building and maintaining strong client relationships
  • Exhibit strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
  • Showcase exceptional problem-solving skills and a persistent approach to achieving successful resolutions.
  • Display excellent written and verbal communication skills to convey information clearly and transparently.
  • Proficiency in using software systems, including Customer Relationship Management (CRM) tools and Microsoft Office Suite.
  • Authorized to work in the U.S. without sponsorship

About Patriot Growth Insurance Services: 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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 160 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 enhanced career opportunities for our dedicated and professional team.

Benefits

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)

Pay Range: $31.00 - $35.00 per hour depending on experience.

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers 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.

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.

Salary : $31 - $35

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