Commercial Lines Team Lead (Remote)

About We Insure Risk, A Division of Patriot Growth Insurance Services: At We Insure Risk, we are a team of industry experts driven by a shared commitment to teamwork, integrity, accomplishment, and creativity. Our success is rooted in our collaborative approach, allowing us to develop innovative solutions that protect what matters most to our clients. We don’t just think outside the box; we break it! Our mission is to provide creative strategies that effectively mitigate risk and advocate for our clients' best interests. By challenging the status quo and turning the industry upside down, we strive to redefine what is possible in insurance. Together, we embrace our values of passion and creativity to deliver tailored solutions that make a real difference.

Position Overview: We are seeking a dedicated and experienced Commercial Lines Account Manager - Team Lead to join our team. In this role, you will manage a portfolio of commercial insurance accounts while providing leadership, guidance, and day-to-day support to a team of Account Managers. The ideal candidate is an experienced commercial insurance professional with strong leadership skills, a client-first mindset, and the ability to drive operational excellence. This position plays a key role in supporting client retention, developing team members, and ensuring consistent, high-quality service delivery across the Commercial Lines department.

Work location and arrangement: This is a full-time remote position that supports our New York offices. Preference for candidates residing in the Northeast Region but willing to hire nationally for the right candidate.

Professional Responsibilities:

• Lead, mentor, and support Commercial Lines Account Managers by providing coaching, training, and guidance to promote professional growth and consistent service delivery.
• Manage and service a designated portfolio of commercial insurance accounts, including renewals, policy changes, coverage reviews, and complex client service needs.
• Serve as an escalation point for complex client issues, coverage questions, and carrier negotiations, ensuring timely and effective resolution.
• Establish and reinforce service standards, workflow expectations, and best practices to promote operational consistency and client satisfaction.
• Assist with onboarding, training, performance management, and ongoing development of Commercial Lines team members.
• Monitor team workloads and productivity, helping balance assignments and ensure service level expectations are consistently met.
• Review reports and quality metrics to identify trends, improve processes, and support continuous operational improvement.
• Develop and maintain strong relationships with clients, carrier partners, Producers, and internal stakeholders.
• Support carrier relationships, assist with potential E&O matters, and provide operational coverage during team member absences as needed.
• Maintain accurate documentation within the agency management system and ensure compliance with agency procedures and industry standards.
• Stay informed on commercial insurance products, carrier guidelines, underwriting practices, and industry trends through ongoing professional development.

Qualifications and Requirements:

• 3-5 years of Commercial Lines insurance experience, including commercial account management responsibilities.
• Previous leadership, supervisory, mentoring, or team lead experience preferred.
• Active Property & Casualty insurance license required.
• Comprehensive knowledge of Commercial Lines insurance products, coverages, underwriting principles, and policy servicing practices.
• Experience with agency management systems, preferably Applied Epic, and proficiency with Microsoft Office Suite.
• Proven ability to build strong relationships with clients, carrier partners, and internal teams while delivering exceptional customer service.
• Strong leadership, organizational, and problem-solving skills with the ability to coach, mentor, and develop team members.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining exceptional attention to detail.
• Self-motivated with the ability to work independently while contributing to a collaborative, team-oriented culture.

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property & 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)

Salary: $120,000 - $130,000 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.