Commercial Lines Associate Account Manager (Hybrid)

Overview

Join to apply for the Commercial Lines Associate Account Manager (Hybrid) role at Patriot Growth Insurance Services, LLC

About PDCM, A Division of Patriot Growth Insurance Services

With roots dating back more than 100 years, PDCM blends a century of experience with industry innovation to bring you a completely different approach to managing risk and insurance. Our personalized advisers use PDCM's Risk Reduction Approach to take a comprehensive look at our client's needs and customize a plan for their family or business. PDCM blends a century of experience with industry innovation to bring you a different approach to managing risk and insurance. Our dedication and commitment to serving the business community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa. PDCM is a proud partner agency of Patriot Growth Insurance Services, LLC.

Position Overview

The Commercial Lines Associate Account Manager supports PDCM's commercial clients and account managers by providing exceptional service, managing their accounts, handling data entry, department projects, assisting account managers in daily tasks. The position is responsible for supporting the processing of policy changes, quotes, renewals, audits, and compliance with policies and regulations. The Commercial Lines Account Manager Assistant acts as the secondary contact for their account managers assigned clients, supporting the renewal process in collaboration with the Producer, and account manager and assisting and responding to all clients in a timely manner.

Work Arrangement

This is a full-time, hybrid position reporting to our office in Waterloo, IA.

Responsibilities

• Work closely with account managers to understand clients' needs and inquiries. Gather and update client information as needed to maintain comprehensive and up-to-date client accounts.
• Support policy changes, updates, and revisions in accordance with the account manager's direction, client needs and carrier requirements. Confirm the accuracy of policy changes, renewals, quotes, endorsements, and audits to minimize errors and omissions. Forward policy information to insurance carriers and ensure proper application of policy changes.
• Document all client policies, interactions, and activities in a systematic manner. Maintain the confidentiality of sensitive client information and records.
• Send verification of insurance to third parties as requested by clients or regulatory authorities.
• Prepare insurance applications, and actively market and obtain insurance quotes from multiple carriers to offer clients competitive options. Provide clients with accurate and timely quotes for insurance coverage.
• Prepare renewal information and work with PDCM's Producers to assist clients in making informed decisions regarding their policies. Schedule client meetings and ensure Producers have all the necessary information for client meetings and presentations; attend meetings upon request.

Qualifications and Requirements

About Patriot Growth Insurance Services

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. 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.

Benefits

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.

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