About Bowermaster Insurance, a Division of Patriot Growth Insurance Services. As a leading broker with over 70 years of experience, Bowermaster has a deep understanding of our clients’ business challenges and opportunities. We are a multi-generational, family-driven, entrepreneurial organization focused on client service, and we build relationships with a diverse set of businesses and individuals, serving their insurance, risk management and employee benefits needs.

Position Overview: We seek an experienced Commercial Lines Account Executive who will provide comprehensive dedicated support, advice, and consultation to insurance clients in the middle to large marketspace. In this role you will collaborate closely with assigned clients and prospects, offering support and implementing Property & Casualty (P&C) insurance solutions tailored to the clients’ needs. This position will function as a hybrid between a Producer and an Account Manager, with a stronger emphasis serving as a consultant and advisor to clients to ensure continued retention.

Work Arrangement: This is a full-time, hybrid position reporting to our office located in Huntington Beach, CA.

Professional Responsibilities:

• Provide comprehensive consultation and support to clients across the insurance and risk management spectrum, including all lines of property and casualty insurance
• Maintain ongoing touchpoints with clients to ensure their needs are being met
• Assume a leadership role for clients in book of business and expiration lists providing strategic account management and consultation, including recommending tailored insurance solutions
• Respond timely to client requests for service and risk related items, such as policy review, contract review, claims, and other related matters
• Maintain the confidentiality of sensitive client information and records, and agency records
• Work closely with lead Producer(s) and Account Manager(s) to help problem solve, ensure client needs are met and insurance placement secure
• Prepare for, schedule, and coordinate routine touch-base conversations, pre-renewal, renewal, and service meetings for assigned clients
• Assist with insurance underwriting and carrier/underwriter negotiations when it comes to insurance quotes and placement for clients
• Prepare and present renewal proposals to clients, including discussion items and recommendations.
• Conduct data analysis and work comp analyses proactively and upon request
• Attend carrier meetings to stay informed about industry developments and emerging trends
• Attend client and carrier loss control visits, claims review, and facilitate effective communication between all parties
• Facilitate and coordinate deployment of client resources including Zywave, ESM Insite, and other safety and loss control resources

Qualifications and Requirements:

• A Bachelor of Science Degree in a business-related field
• 5+ years of progressive experience in the commercial lines insurance industry, with a focus on account management, risk management, and/or production/sales
• Obtainment and maintenance of California Property and Casualty Insurance License
• Prior experience in a leadership function working with top-tier clientele and large clients
• Possess a strong understanding of risk management principles, including primary property and casualty insurance
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions
• Proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication
• Excellent interpersonal and communication skills (both written and oral)
• Strong organizational skills and project management abilities
• Strong critical thinking skills to analyze complex scenarios and develop solutions for clients
• Commitment to staying updated on industry trends, regulations, and best practices through attending training programs, earning relevant certifications, and participating in industry conferences or webinars
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information
• Ability to travel to client locations as needed (mostly Southern CA and Arizona)
• Authorized to work in the U.S. without sponsorship at all times

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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 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 resolute 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:

• 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)

Salary Range: $100,000 - $170,000 depending on experience.

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

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 our EEO and DE&I Policy located on our website at www.patriotgis.com.