About Bagatta Associates, A Division of Patriot Growth Insurance Services: Established in 1975, Bagatta Associates, Inc. is a full-service commercial and personal lines insurance agency. We are a “bottom line” insurance agency. This operating philosophy gets applied to every aspect of our clients’ insurance programs. We offer pragmatic, workable, and effective coverage for personal and business insurance needs, while always keeping a scrupulous eye on premium cost.

Position Overview: We’re hiring a Small Business Commercial Lines Account Manager to serve our Long Island client base. This role is focused on delivering personalized, consultative service: managing renewals, endorsements, and everyday client needs for small commercial accounts while supporting agency growth.

Work Arrangement: This is a full-time position working in our office located in Smithtown, NY

Professional Responsibilities:

• Client Management: Serve as the primary contact for small commercial accounts, delivering responsive, client-centered service.
• Renewals & Endorsements: Handle policy renewal, endorsement processing, and expiration tracking to ensure uninterrupted coverage.
• Coverage Accuracy: Review account details and recommend adjustments to align with client needs and risk exposures.
• Carrier Coordination: Collaborate with underwriters to submit applications, negotiate terms, and resolve coverage details.
• Documentation: Maintain accurate account files and system entries in agency management platforms.
• Client Education: Clearly explain policy features, industry regulations, and renewal options to clients.
• Cross-Sell Awareness: Identify opportunities to recommend additional small business coverages (commercial auto, property, liability, etc.).

Qualifications and Requirements:

• Licensing: Active New York P&C Insurance License required.
• Experience: 2+ years in a commercial lines service or account management role; small business exposure preferred.
• Product Knowledge: Understanding of small commercial coverages such as GL, Commercial Property, Inland Marine, Workers’ Comp, and EPLI.
• Systems: Proficiency with Applied Epic or similar platform, plus Microsoft Outlook and Excel.
• Communication: Clear verbal and written skills with a consultative client approach.
• Organization: Able to track multiple accounts and deadlines with precision.
• Client Service: Strong interpersonal skills and client advocacy mindset.

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.

Why us: 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

Compensation range: A starting base salary in the $65,000 to $75,000 range, depending on the candidate's experience. This position is also eligible for additional incentive compensation that is performance based.

*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.