About Churchill, A Division of Patriot Growth Insurance Services: Churchill and Associates is a full-service insurance firm focused on loss control, claims management and HR consulting, with an emphasis on middle to large companies. We help our clients become more profitable through measured risk management and a timeline of health and safety services. We offer property and casualty, group employee benefits, workers' compensation, personal lines, and other specialized insurance. Churchill has been serving the insurance needs of California for 40 years.

Position Overview: The primary function of this position is to provide quality service to clients. The Commercial Lines Account Manager will be the day-to-day liaison between the insurance company, agent, and their clients. Daily servicing of clients will include addressing various coverage issues and handling all the inside service work associated with the clients account, including all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding of policies.

Work Arrangement: This is a full-time remote position that supports the Patriot office located in Agoura Hills. Monthly in person meetings are held in our Huntington Beach office.

Professional Responsibilities:

• Client Relationships: Build and maintain strong client relationships by understanding their insurance needs and providing personalized service and support.
• Policy Marketing & Renewal: Prepare Acord submissions, generate quotes, conduct coverage reviews, and negotiate with underwriters to secure the best terms.
• Account Management: Handle endorsements, audits, cancellations, claims, billing, and certificates of insurance with accuracy and efficiency.
• Coverage Assessment: Gather and assess renewal updates, evaluate quotes, and identify coverage gaps, recommending additional policy lines when appropriate.
• Collaboration & Support: Work closely with advisors on renewals and new business, providing proactive client support.
• Client Communication & Documentation: Educate clients on coverage, exclusions, and exposures while maintaining accurate records in Epic.
• Technical & Administrative Support: Assist producers with proposals and applications, ensuring proper documentation.
• Policy Issuance & Verification: Issue and verify binders, certificates, policies, and endorsements before sending to clients.

Qualifications and Requirements:

Required:

• 5+ years of experience in Commercial Lines Account Management
• High School Diploma/GED or Associate Degree in Business Administration, or a similar field.
• California Property and Casualty Insurance License
• Understanding of commercial insurance underwriting, coverage & rate analysis.
• Strong written and verbal communication skills.
• Ability to organize, prioritize and self-manage workload.
• Computer literate with experience using Applied Epic and Microsoft Office Suite products.

Preferred:

• Experience in writing insurance in the Transportation sector (hazardous and heavy hauling)
• Bachelor’s Degree in Business Administration, Marketing, or a similar field

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 2,100 employees operating in over 160 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 continual learning and enhanced career opportunities for our dedicated, 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) with employer match

Pay Range: $75,000 - $95,000 per year 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 substantially 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 through our EEO and DE&I Policy located on our website at www.patriotgis.com.