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

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