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 Small Business Account Manager, you'll serve as a trusted partner to business owners, helping them navigate their insurance needs with confidence while delivering proactive, relationship-focused service. Your ability to build strong client connections, provide timely support, and ensure accurate policy administration will play a key role in client retention and long-term agency success.
What they're looking for
- Client-focused and passionate about delivering exceptional service
- A proactive communicator who builds trust through responsiveness and professionalism
- Organized and detail-oriented, with the ability to successfully manage multiple priorities and deadlines
- Consultative in your approach, taking time to understand client needs and recommend appropriate solutions
- Resourceful and solution-oriented when handling client questions or complex service issues
- Collaborative and supportive of team goals and agency success
More about this role
Patriot Growth Insurance Services | Rehoboth, MA | Hybrid | Full-Time
As a Small Business Account Manager, you'll serve as a trusted partner to business owners, helping them navigate their insurance needs with confidence while delivering proactive, relationship-focused service. Your ability to build strong client connections, provide timely support, and ensure accurate policy administration will play a key role in client retention and long-term agency success.
In this role, you'll manage a portfolio of small business accounts while collaborating closely with producers, carrier partners, and internal teams. You'll support clients throughout the policy lifecycle, helping them secure appropriate coverage, understand insurance solutions, and receive exceptional service at every stage of their relationship with the agency.
- Serve as the primary point of contact for a book of small business clients, providing responsive service and building lasting relationships.
- Manage policy renewals, endorsements, cancellations, audits, and service requests while maintaining accuracy and efficiency.
- Educate clients on insurance coverage, exclusions, exposures, and risk management considerations...
Read the full posting on Patriot Growth Insurance Services, LLC's site ↗
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