About Bagatta Associates, A Division of Patriot Growth Insurance Services: Since 1975, Bagatta Associates, Inc. has been a trusted name in insurance, proudly serving individuals and businesses with personalized commercial and personal lines coverage. As a full-service independent agency, we are dedicated to providing pragmatic, workable, and effective insurance solutions that address our clients’ unique needs. With a focus on balancing comprehensive coverage and premium cost, we are committed to delivering outstanding value and service to every client we serve.

Position Overview: We are seeking a highly skilled and detail-oriented Commercial Lines Account Executive to join our dynamic team. The successful candidate will play a crucial role in managing a diverse portfolio of commercial accounts, ensuring exceptional service delivery and fostering strong client relationships. As a Commercial Lines Account Executive, you will be responsible for various aspects of account management, policy administration, and client communication. This position offers a unique opportunity to contribute to the growth and success of our organization within the insurance industry.

Work Arrangement: This is a full-time, hybrid position reporting to our office in Smithtown, NY.

Professional Responsibilities:

• Account Management:
  • Manage a diverse portfolio of commercial accounts with premium ranges from $500 to $500,000.
  • Demonstrate expertise in the remarketing of existing accounts, ensuring optimal coverage and client satisfaction.
• Policy Administration:
  • Proficiently quote policies, process changes online across various insurance company platforms, and facilitate audit processing.
  • Execute endorsement, cancellation, audit, and recommendation processes with precision.
  • Skillfully handle claims processing and ensure timely follow-up.
• Client Communication:
  • Engage in daily correspondence with clients, producers, and insurance company underwriters to maintain effective communication channels.
  • Provide exceptional service by addressing client inquiries and concerns promptly.
• Documentation and Compliance:
  • Update client applications, Acord forms, and Supplemental applications to ensure accurate and up-to-date information.
  • Demonstrate a comprehensive understanding and working knowledge of various insurance company websites.
• Policy Processing:
  • Efficiently process new and renewal policies, ensuring compliance with industry regulations and internal policies.
• Administrative Duties:
  • Issue Auto ID cards promptly and accurately.
  • Conduct daily activity follow-up to ensure tasks are completed within established timelines.
• Colleague Support:
  • Provide desk coverage for colleagues during their time off, maintaining a seamless workflow and supporting team cohesion.

Qualifications and Requirements:

• Minimum of 3 years experience.
• Property and Casualty licensed.
• Proficient working knowledge and experience with commercial insurance markets, coverages and companies.
• Working knowledge of the following lines of business: General Liability, Property, BOP, CPP, Commercial Auto, Commercial Umbrella, Workers Compensation, Disability, EPLI, Cyber, Directors and Officers.
• Strong organizational skills with meticulous attention to detail.
• Excellent written and verbal communication skills.
• Ability to handle multiple tasks simultaneously and prioritize effectively.

Preferred:

• Proficiency in Applied EPIC Management System.
• Working knowledge of various commercial insurance classes.

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.

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: $85,000 - $90,000 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 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.