Commercial Lines Account Executive (Hybrid)

About Safegard, A Division of Patriot Growth Insurance Services: The Safegard Group, Inc. is a regional insurance brokerage and risk management consulting agency that services corporate, institutional, professional, and individual clients. We take a partnership approach to providing custom designed insurance programs and risk management solutions. Safegard is dedicated to superior service that is often not evident in the brokerage community. We have experienced outstanding growth since our 1994 inception, and we continue to selectively solicit accounts that value our technical and service capabilities. By utilizing our long-term relationships with insurers, third party providers, and key industry resources, we are able to provide comprehensive solutions and services to our clients. Safegard has three primary business divisions: Commercial Lines, Personal Lines, and Employee Benefits. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: The Commercial Lines Account Executive is responsible for managing and retaining a complex book of business while leading the renewal process and serving as a primary client contact. This role combines strategic account oversight, client-facing communication, and team leadership to ensure high-quality service delivery and long-term client success.

Work Arrangement: This is a full-time hybrid position reporting to our office located in Media, PA.

Professional Responsibilities

• Manage the full renewal lifecycle, including initiating renewals, marketing accounts, and presenting coverage strategies to clients
• Prepare ACORD applications, coordinate submissions, and compile supporting documentation such as loss runs and exposure summaries
• Review and finalize renewal policies, ensuring accuracy and coordinating corrections as needed
• Bind coverage, secure signed documents, and complete all renewal-related processing
• Build and maintain strong relationships with clients, underwriters, and internal stakeholders
• Lead client communication throughout the renewal process, including participation in client meetings and presentations
• Prepare and maintain client-facing presentation materials and renewal reports
• Review contracts and leases to identify insurance requirements and coverage implications
• Oversee the issuance and accuracy of certificates of insurance, including contractual compliance
• Manage billing, premium financing, and follow-up on non-payment issues
• Maintain accurate and organized records within the agency management system and client files
• Lead, mentor, and delegate work to Account Managers and Account Assistants, ensuring accuracy and efficiency
• Collaborate with Producers on new business and client onboarding

Qualifications And Requirements

• Bachelor’s Degree
• 5+ years of commercial lines insurance experience
• Active Property & Casualty Insurance License
• Experience with AMS360 or similar agency management systems (preferred)
• Strong client-facing communication and presentation skills
• Proven ability to manage multiple accounts and deadlines in a fast-paced environment
• Strong organizational, analytical, and problem-solving skills
• Ability to lead, mentor, and collaborate within a team environment
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Ability to quickly learn new systems and processes

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 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.

Benefits

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.