Hybrid Commercial Lines Account Executive

at Patriot Growth Insurance Services, LLC

• Job title: Commercial Lines Account Executive
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $100,000 - $150,000 per year
• Degree requirement: Associate's Degree
• Location requirements: Hybrid, Taunton, United States

About the role

• Commercial Lines Account Executive driving business development and strengthening client relationships for a leading insurance firm. Collaborating with clients to provide tailored risk management solutions in a hybrid work environment.

Responsibilities

• 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)