We Insure Risk | Supports New York Offices | Remote | Full-Time
As a Commercial Lines Account Manager - Team Lead, you'll play a critical role in delivering exceptional client service while helping shape the success of a high-performing Commercial Lines team. This position combines hands-on account management responsibilities with leadership opportunities, allowing you to drive client retention, support team development, and help ensure operational excellence across the department.
You will manage a portfolio of commercial insurance clients while serving as a trusted resource for Account Managers, Producers, carrier partners, and internal stakeholders. Your expertise, mentorship, and commitment to service will help create consistent client experiences and strengthen team performance.
- Lead and mentor Commercial Lines Account Managers, fostering professional growth, accountability, and consistent service excellence.
- Manage a book of commercial insurance accounts, overseeing renewals, policy changes, coverage reviews, and ongoing client service needs.
- Serve as an escalation resource for complex coverage questions, client concerns, and carrier negotiations to ensure timely resolution.
- Establish and reinforce service standards, workflows, and best practices that improve operational consistency and client satisfaction.
- Support onboarding, training, coaching, and performance development initiatives for Commercial Lines team members.
- Monitor workloads, productivity, and quality metrics to help maintain service level expectations and identify process improvement opportunities.
- Build and maintain strong relationships with clients, carrier partners, Producers, and internal stakeholders.
- Ensure accurate documentation within the agency management system and compliance with agency procedures and industry standards.
- A collaborative leader who enjoys coaching and supporting others' professional development.
- Client-focused and committed to delivering exceptional service experiences.
- Highly organized, with the ability to manage multiple priorities while maintaining accuracy and attention to detail.
- Comfortable handling complex coverage discussions and finding practical solutions to challenging situations.
- A strong communicator who builds trust with clients, colleagues, carriers, and business partners.
- Adaptable and resourceful in a fast-paced environment with changing priorities.
- Self-motivated and able to work independently while contributing to a team-oriented culture.
- Active Property & Casualty insurance license.
- 3-5 years of Commercial Lines insurance experience, including commercial account management responsibilities.
- Strong knowledge of Commercial Lines products, coverages, underwriting principles, and policy servicing practices.
- Experience managing commercial client relationships, renewals, policy changes, and coverage reviews.
- Proficiency with Microsoft Office Suite and agency management systems.
- Excellent written, verbal, organizational, and problem-solving skills.
- Ability to manage competing deadlines while maintaining a high level of accuracy and service.
- Previous leadership, team lead, supervisory, mentoring, or coaching experience.
- Experience with Applied Epic agency management system.
- Demonstrated success supporting operational improvements, workflow development, or quality initiatives.
- Experience serving as a resource for complex client service issues, carrier negotiations, or coverage consultations.
- Ongoing professional development within the commercial insurance industry.
At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.
Highlights Include:
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.
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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 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.
