Commercial Lines Account Manager Assistant

<div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Commercial Lines Account Manager Assistant</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Patriot Growth Insurance Services</strong>&nbsp;| <strong>Williamsville, NY</strong> | <strong>Hybrid</strong> | <strong>Full-Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">As an Assistant Account Manager, you'll play an important role in supporting clients, producers, and account management teams while helping ensure a responsive and seamless insurance experience. Your attention to detail, client service mindset, and ability to manage multiple priorities will help strengthen client relationships, support retention efforts, and contribute to the agency's overall success.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">&nbsp;</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">In this role, you'll work closely with account managers, carrier partners, and internal departments to support policy administration, client communications, documentation management, and ongoing service activities. You'll gain valuable exposure to both commercial and personal insurance operations while helping clients navigate coverage questions and policy needs.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support account management activities by assisting with policy changes, endorsements, certificates of insurance, and client service requests.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Help identify coverage gaps, policy enhancements, and cost-saving opportunities that align with clients' evolving insurance needs.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Assist in preparing insurance proposals, renewal materials, and coverage presentations for prospective and existing clients.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Respond promptly to client inquiries, helping resolve questions related to coverage, billing, claims, and policy administration.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Maintain accurate policy documentation and account records within agency management and CRM systems.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborate with producers, accounting partners, carrier representatives, and internal team members to support exceptional service delivery.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Contribute to agency growth efforts by supporting prospecting activities, marketing initiatives, and industry networking opportunities.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Client-focused and committed to delivering responsive, professional service.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Organized and detail-oriented, with the ability to manage multiple projects and deadlines effectively.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A proactive problem-solver who enjoys helping clients find solutions to their insurance needs.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborative and supportive of team goals, while maintaining accountability for individual responsibilities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">An effective communicator who can explain insurance concepts clearly and professionally.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Adaptable and eager to learn in a fast-paced agency environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Committed to maintaining confidentiality, professionalism, and strong ethical standards.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">1+ years of experience in an administrative, account management, insurance, or related client service role.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Active New York Property &amp; Casualty Insurance License.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Basic knowledge of commercial and personal lines insurance products, coverages, policies, and procedures.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong written and verbal communication skills.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to provide empathetic, responsive, and professional support to clients and colleagues.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong organizational skills and attention to detail.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Problem-solving and critical-thinking abilities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proficiency with CRM systems, Microsoft Office Suite, and other client service technology platforms.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to work collaboratively in a team-oriented environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Commitment to maintaining confidentiality and handling sensitive information appropriately.</li> </ul> <h3>Valuable Additions:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience working in an independent insurance agency environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Familiarity with agency management systems and insurance carrier platforms.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience assisting with insurance proposals, renewals, endorsements, certificates, or billing activities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Knowledge of insurance contract review and policy documentation processes.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Exposure to commercial insurance, personal insurance, or both.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Demonstrated commitment to professional development and staying current on insurance industry trends and regulations.</li> </ul> <h2>Real Benefits for Real Life</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">&nbsp;</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Highlights Include:</strong></div> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Multiple medical plan options, with preventive care covered at 100%</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">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</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Employer-paid short-term and long-term disability coverage</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Paid parental leave</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Competitive 401(k) company match to help you build your financial future</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Comprehensive dental and vision coverage</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Employee Assistance Program with confidential mental health, legal, financial, and work-life support</li> </ul> <h2>About Patriot Growth Insurance Services</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">&nbsp;</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">&nbsp;</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><em>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.</em></div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">&nbsp;</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><em>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&amp;I Policy located on our website at www.patriotgis.com.</em></div> </div><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p>&nbsp;</p> <p>Pay Range: Posted below*<br><br>*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering 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. Roles <em>may </em>also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.&nbsp;</p> <p>Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.</p> <p>&nbsp;</p></div><div class="title">Pay Range</div><div class="pay-range"><span>$24.04</span><span class="divider">&mdash;</span><span>$26.44 USD</span></div></div></div>