Patriot Growth Insurance Services, LLC

Commercial Lines Account Executive

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Taunton • Massachusetts • 🇺🇸 United States

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Salary

💰 $100,000 - $150,000 per year

Job Level

Mid-LevelSenior

About the role

  • Identify, qualify, and pursue new business opportunities through targeted outreach and networking.
  • Build and maintain strong client relationships, serving as their trusted advisor on commercial insurance needs.
  • Assess client operations and exposures to recommend tailored coverage strategies.
  • Collaborate with underwriters and carriers to place new and renewal policies that align with client objectives.
  • Identify and pursue cross-line opportunities to deepen account value and service.
  • Present quotes, negotiate terms, and close deals while meeting or exceeding performance targets.
  • Evaluate client agreements for insurance implications and recommend risk-mitigation strategies.
  • Ensure a high level of service and retention through ongoing account monitoring and client support.
  • Assist clients with claim reporting and follow-up to ensure timely and fair resolutions.
  • Stay attuned to industry trends, carrier appetite shifts, and competitor movements.

Requirements

  • Active Massachusetts Property & Casualty Insurance License required.
  • 5+ years in a commercial insurance sales or account executive role, preferably in an agency setting.
  • Associate or Bachelors degree in Business, Marketing, Risk Management, or related field preferred.
  • Professional designations such as CIC, ARM, or CRM a plus.
  • Strong understanding of commercial lines products, coverage structures, and underwriting principles.
  • Proficient in EPIC, CRM platforms, and Microsoft Office Suite.
  • Excellent verbal and written communication skills, with the ability to influence and educate clients.
  • Proven ability to deliver high-touch, empathetic service that builds trust and loyalty.
  • Highly organized and detail-oriented, able to manage a dynamic workload and prioritize effectively.
  • Team-oriented with a track record of partnering cross-functionally to achieve goals.
Benefits
  • 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)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
commercial insurance salesaccount managementrisk mitigation strategiescoverage strategiesunderwriting principlesnegotiationclient agreement evaluationclaim reporting
Soft skills
client relationship managementcommunicationempathyorganizationdetail-orientedprioritizationteam collaborationinfluence
Certifications
Massachusetts Property & Casualty Insurance LicenseCICARMCRM