Commercial Lines Account Analyst

Commercial Lines Account Analyst
Patriot Growth Insurance Services | Media, PA | Hybrid | Full-Time
Why This Role Matters
As a Commercial Lines Account Analyst, you'll play a key role in supporting clients, carriers, and account teams throughout the policy lifecycle. This position is ideal for someone who enjoys delivering exceptional customer service, managing important insurance documentation, and helping ensure commercial accounts are serviced accurately and efficiently.
In this role, you'll work closely with clients, insurance carriers, and internal account teams to support policy changes, renewals, certificates, billing matters, and day-to-day account servicing activities. Your attention to detail, communication skills, and commitment to client success will help strengthen client relationships and contribute to the overall success of the agency.
How You'll Make an Impact
Deliver exceptional customer service that builds trust and maintains strong relationships with commercial insurance clients.
Maintain accurate client records and electronic files within the agency management system to support efficient account servicing.
Process policy change requests and manage endorsement follow-up to ensure timely completion and accurate coverage updates.
Issue new and renewal Certificates of Insurance and Automobile ID Cards accurately and efficiently.
Coordinate with insurance carriers regarding cancellations, billing concerns, and policy servicing matters to resolve issues promptly.
Support renewal and new business activities from account preparation through policy binding, helping account teams meet client expectations.
Manage the receipt, organization, and distribution of policy documents to ensure clients and internal stakeholders receive critical information on time.
Create and maintain spreadsheets and business documents that support client needs and internal operations.
Who You Are
Client-focused and committed to delivering responsive, professional service.
Highly organized with strong attention to detail and the ability to manage multiple priorities.
Comfortable communicating with clients, carriers, and team members in a clear, professional, and confident manner.
Proactive in following up on outstanding items and resolving issues before they become larger challenges.
Collaborative and supportive, thriving in a team-oriented environment.
Adaptable and eager to learn new systems, processes, and insurance concepts.
Accountable, reliable, and able to maintain accuracy in a fast-paced environment.
What You Bring
Day One:
1+ years of experience in insurance, account management, customer service, administration, or a related professional environment.
College degree or an equivalent combination of education and relevant work experience.
Strong verbal and written communication skills.
Excellent organizational and relationship-building abilities.
General business knowledge and professional customer service skills.
Proficiency with Microsoft Word, Excel, and PowerPoint.
Ability to create and edit Word documents, including manipulating tables and formatting.
Licensed Property & Casualty Producer, or the ability to obtain the license upon hire.
Valuable Additions:
Commercial lines insurance experience.
Experience processing endorsements, certificates of insurance, renewals, or policy servicing transactions.
Knowledge of AMS360 Agency Management System.
Familiarity with insurance carrier interactions, billing processes, and account servicing workflows.
Understanding of agency operations and the commercial insurance marketplace.
Real Benefits for Real Life
At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.
Highlights Include:
Multiple medical plan options, with preventive care covered at 100%
Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
Employer-paid short-term and long-term disability coverage
Paid parental leave
Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
Competitive 401(k) company match to help you build your financial future
Comprehensive dental and vision coverage
Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services
At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.
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. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.
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,