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 unique 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 Producer is responsible for identifying, prospecting, and securing new commercial lines insurance clients for the agency while nurturing and expanding relationships with existing clients.

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

Professional Responsibilities:

• Identify and research potential clients in the commercial lines sector through various channels such as networking events, referrals, online research, and cold calling. Build a strong pipeline of prospects and conduct thorough needs assessments to understand their insurance requirements.
• Present and promote a wide range of commercial insurance products and services tailored to the specific needs of clients.
• Cultivate and maintain strong relationships with existing clients to understand their changing insurance needs, ensuring retention and possible cross-selling opportunities. Provide exceptional customer service, offering prompt responses to queries and addressing any concerns or claims-related issues.
• Keep abreast of industry trends, regulatory changes, and competitor offerings to stay competitive and up to date with the commercial lines insurance market. Utilize this knowledge to provide valuable insights and advice to clients during consultations.
• Collaborate with carriers and underwriters to negotiate favorable terms, premiums, and coverage options for clients. Strive to secure the most cost-effective and comprehensive solutions while maintaining profitability for PDCM.
• Ensure that all required documentation, paperwork, and policy records are accurately maintained and compliant with industry regulations and internal agency policies. Maintain the confidentiality of sensitive client information and records.
• Set and achieve individual sales targets, including new business production, revenue generation, and retention rates. Regularly analyze performance metrics to identify areas for improvement and implement effective strategies accordingly.

Qualifications and Requirements:

• Previous experience working in sales or at an Insurance agency (Required).
• High School Diploma/GED (Required).
• Obtainment and maintenance of Iowa Property and Casualty Insurance License (Required).
• 3 or more years of experience working in sales at a Property and Casualty Insurance Agency, preferably in the Commercial Lines Department (Preferred).
• Associate or Bachelor’s Degree in Business Administration or a related field (Preferred).
• Possess a strong understanding of commercial lines insurance products, coverages, and underwriting principles.
• Possess a strong business acumen to understand financial metrics, industry dynamics, and the competitive landscape.
• Ability to develop and execute effective sales strategies aligned with business goals. Monitor and analyze sales performance metrics and identify areas of improvement within sales strategies.
• Proficient in analyzing client’s needs and recommending appropriate insurance solutions.
• Excellent written and verbal communication skills to effectively convey information clearly and transparently.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
• Detailed-oriented and organized with excellent project management abilities.
• Strong critical thinking skills to analyze complex scenarios and develop solutions for clients.
• Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• 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.

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 in over 45 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)

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.