Patriot is a growth-focused national insurance services firm that partners with employee benefits and Property & Casualty agencies. Backed by Summit Partners.
About the role
As a Commercial Lines Account Analyst, you'll play a key role in supporting clients, carriers, and account teams throughout the policy lifecycle. This position is ideal for someone who enjoys delivering exceptional customer service, managing important insurance documentation, and helping ensure commercial accounts are serviced accurately and efficiently.
What they're looking for
- Client-focused and committed to delivering responsive, professional service
- Highly organized with strong attention to detail and the ability to manage multiple priorities
- Comfortable communicating with clients, carriers, and team members in a clear, professional, and confident manner
- Proactive in following up on outstanding items and resolving issues before they become larger challenges
- Collaborative and supportive, thriving in a team-oriented environment
- Adaptable and eager to learn new systems, processes, and insurance concepts
More about this role
Patriot Growth Insurance Services | Media, PA | Hybrid | Full-Time
As a Commercial Lines Account Analyst, you'll play a key role in supporting clients, carriers, and account teams throughout the policy lifecycle. This position is ideal for someone who enjoys delivering exceptional customer service, managing important insurance documentation, and helping ensure commercial accounts are serviced accurately and efficiently.
In this role, you'll work closely with clients, insurance carriers, and internal account teams to support policy changes, renewals, certificates, billing matters, and day-to-day account servicing activities. Your attention to detail, communication skills, and commitment to client success will help strengthen client relationships and contribute to the overall success of the agency.
- Deliver exceptional customer service that builds trust and maintains strong relationships with commercial insurance clients.
- Maintain accurate client records and electronic files within the agency management system to support efficient account servicing.
- Process policy change requests and manage endorsement follow-up to ensure timely completion and accurate coverage updates.
- Issue...
Read the full posting on Patriot Growth Insurance Services, LLC's site ↗
Browse similar: Startup jobs