Commercial Account Manager

Job Overview

At Patterson & Associates Insurance Agency, we believe that insurance is about more than just policies; it is about providing peace of mind to the business owners who keep our community running. Located in the heart of Richardson, Texas, our office is a place where professional excellence meets a welcoming, supportive culture. We are looking for a Commercial Account Manager who values deep relationships and enjoys the challenge of simplifying complex risks for our clients. In this role, you will be the backbone of our commercial service team, ensuring that every interaction is handled with precision and a personal touch. You won't just be managing paperwork; you will be acting as a trusted advisor who helps our clients protect their hard work and future growth. We place a high value on your expertise and your ability to bring clarity to our clients. If you are looking for a place where your contributions are genuinely valued and where you can grow your career alongside a team that treats each other like family, we would be delighted to welcome you to our Richardson office.

Salary Range: $65,000.00 - $100,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)
Work from Home
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
401K

Requirements

Active Texas Property and Casualty Insurance License.

Five or more years of experience managing commercial lines accounts is preferred.

Strong command of agency management systems and carrier portals. Applied EPIC experience is a plus.

Ability to interpret complex policy language and coverage forms.

Effective communication skills for both written correspondence and client meetings.

Professional certification such as CIC or CISR is highly valued.

Responsibilities

Act as the primary point of contact for our commercial clients, addressing their questions and coverage needs with care.

Coordinate the renewal process by reviewing policies and ensuring our clients have the best possible protection.

Prepare and present coverage proposals and professional summaries for new and existing accounts.

Maintain accurate client data and policy documentation within our internal systems.

Collaborate with our Risk Advisors to identify gaps in coverage and proactively suggest improvements.

Solve day-to-day administrative challenges with a solution-oriented mindset.

About Us

Our Agency is located in Richardson TX specializing in Business, Auto, Home, Life, and many other insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always puts the customer first. Apply to our team today!