Account Manager (Hybrid)
Patriot Growth Insurance Services, LLC, Sacramento, CA, United States
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 currently ranked as the 25th 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 across 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies, fostering enhanced career opportunities for its dedicated and professional team.
Position Overview The Commercial Account Manager serves as a key point of contact for clients, providing exceptional service and support in Commercial Lines Insurance. The role includes timely service to commercial clients, acting as a liaison with insurance carriers and providers, and delivering an outstanding client experience to drive retention and overall satisfaction.
Work Arrangement This is a full‑time hybrid position, working 4 days remotely and 1 day in our office located in Sacramento, CA per week.
Professional Responsibilities
Collaborate closely with the Commercial Lines Supervisor to support clients effectively.
Manage client service needs, including making updates to existing accounts and ensuring timely responses.
Coordinate and oversee renewal processes, market new business opportunities, and follow up on quotes with carriers.
Process essential documents such as change requests, endorsements, binders, certificates, proposals, policies, and more, ensuring timely delivery to clients.
Maintain accurate and accessible records while adhering to agency standards and procedures.
Communicate proactively with carriers and clients through professional correspondence.
Cultivate strong working relationships with clients, insurance carriers, producers, and team members.
Identify cross‑selling opportunities and introduce additional products to meet client needs.
Qualifications And Requirements
Active California Property & Casualty Insurance License.
2+ years of experience in Commercial Insurance; 3‑5 years in Commercial or Transportation Insurance preferred.
Proven ability to manage a Commercial Book of Business; experience with a Transportation Book of Business preferred.
High School Diploma or GED required.
Strong organizational and prioritization skills for managing daily responsibilities.
Excellent problem‑solving abilities with a persistent approach to achieving solutions.
Exceptional written and verbal communication skills for clear and transparent information sharing.
Effective team collaboration skills with a focus on collective success.
Proficient in Applied EPIC, Microsoft Office, carrier websites, and relevant software.
Demonstrated commitment to continuous learning and professional growth in Commercial Transportation insurance.
Authorized to work in the U.S. without sponsorship.
Benefits We offer a comprehensive health and welfare program to employees, family members, and domestic partners, with eligibility for benefits coverage the first of the month following 30 days of employment. Employees also enjoy flexible and collaborative working arrangements, career opportunities, and a competitive salary.
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA)
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) with employer match
Pay Range $65,000 - $75,000 per year plus commission 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.
Equal Opportunity Employer 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.
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Position Overview The Commercial Account Manager serves as a key point of contact for clients, providing exceptional service and support in Commercial Lines Insurance. The role includes timely service to commercial clients, acting as a liaison with insurance carriers and providers, and delivering an outstanding client experience to drive retention and overall satisfaction.
Work Arrangement This is a full‑time hybrid position, working 4 days remotely and 1 day in our office located in Sacramento, CA per week.
Professional Responsibilities
Collaborate closely with the Commercial Lines Supervisor to support clients effectively.
Manage client service needs, including making updates to existing accounts and ensuring timely responses.
Coordinate and oversee renewal processes, market new business opportunities, and follow up on quotes with carriers.
Process essential documents such as change requests, endorsements, binders, certificates, proposals, policies, and more, ensuring timely delivery to clients.
Maintain accurate and accessible records while adhering to agency standards and procedures.
Communicate proactively with carriers and clients through professional correspondence.
Cultivate strong working relationships with clients, insurance carriers, producers, and team members.
Identify cross‑selling opportunities and introduce additional products to meet client needs.
Qualifications And Requirements
Active California Property & Casualty Insurance License.
2+ years of experience in Commercial Insurance; 3‑5 years in Commercial or Transportation Insurance preferred.
Proven ability to manage a Commercial Book of Business; experience with a Transportation Book of Business preferred.
High School Diploma or GED required.
Strong organizational and prioritization skills for managing daily responsibilities.
Excellent problem‑solving abilities with a persistent approach to achieving solutions.
Exceptional written and verbal communication skills for clear and transparent information sharing.
Effective team collaboration skills with a focus on collective success.
Proficient in Applied EPIC, Microsoft Office, carrier websites, and relevant software.
Demonstrated commitment to continuous learning and professional growth in Commercial Transportation insurance.
Authorized to work in the U.S. without sponsorship.
Benefits We offer a comprehensive health and welfare program to employees, family members, and domestic partners, with eligibility for benefits coverage the first of the month following 30 days of employment. Employees also enjoy flexible and collaborative working arrangements, career opportunities, and a competitive salary.
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA)
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) with employer match
Pay Range $65,000 - $75,000 per year plus commission 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.
Equal Opportunity Employer 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.
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