Commercial Lines Account Manager

Commercial Insurance Account Manager

About Safegard, A Division of Patriot Growth Insurance Services : The Safegard Group, Inc. is a regional insurance brokerage and risk management consulting agency that services corporate, institutional, professional, and individual clients. We take a partnership approach to providing custom designed insurance programs and risk management solutions. Safegard is dedicated to superior service that is often not evident in the brokerage community. We have experienced outstanding growth since our 1994 inception, and we continue to selectively solicit accounts that value our technical and service capabilities. By utilizing our long-term relationships with insurers, third party providers, and key industry resources, we are able to provide comprehensive solutions and services to our clients. Safegard has three primary business divisions : Commercial Lines, Personal Lines, and Employee Benefits. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview : We are seeking a motivated and dedicated team player to join our dynamic work environment as a Commercial Insurance Account Manager. In this role, you will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional service and support to our valued clients. If you thrive in a challenging and fast-paced environment, possess the requisite skills and qualifications, and are passionate about delivering exceptional client service, we invite you to join our team as a Commercial Insurance Account Manager. Together, we will make a positive impact and ensure the continued success of our clients' businesses.

Work Arrangement : This is a full-time position working in our office located in Media, PA.

Professional Responsibilities

• Maintain accurate records within the agency management system and electronic files.
• Provide excellent customer service to build and maintain positive relationships with Safegard's clients.
• Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional, confident, clear, and concise.
• Prepare and maintain client-facing presentation documents.
• Participate in and / or lead in-person and virtual client and carrier meetings as needed.
• Review all renewal and new business policies for accuracy and request corrections as needed.
• Billing, premium financing, and non-payment processing and follow-up.
• Process policy change requests and audits. Responsible for timely endorsement follow-up, as well as billing.
• Oversee issuance of new and renewal Certificates of Insurance and Automobile ID Cards as needed.
• Efficiently utilize insurance carrier online systems.
• Market new and renewal business as necessary, including market selection, online rating, submissions and coverage analysis.
• Field calls regarding claims; direct clients to the appropriate carrier for submitting claims and assist clients with questions regarding claims as necessary.
• Delegate tasks to Account Analyst staff members per agency guidelines and oversee accuracy of work.
• Assist in development and training of Account Analyst staff.

Qualifications and Requirements

About Patriot Growth Insurance Services : Founded in 2019, Patriot Growth Insurance Services (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 48 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer :

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.