Personal Lines Account Manager; Hybrid

Personal Lines Account Manager (Hybrid)

Patriot Growth Insurance Services, LLC

Apply to join our team as a Personal Lines Account Manager (Hybrid) at Patriot Growth Insurance Services, LLC.

Hood Hargett & Associates has been in business for nearly 50 years. We’re located in a vibrant office building with many nearby amenities. We pride ourselves on our counsel and offering sound guidance to our customers to better protect their most important assets. We represent many of the most financially sound insurance companies and have the capacity to serve all our client’s insurance needs.

Our hope is they will find our recommendations to be competitive on cost but will discover the real value is the advice and service we provide to assist them in managing risk.

The Person al Lines Account Manager will assist Producers and agency clients in the daily management and growth of a book of business through account retention, account rounding and new business growth. Must have experience working with high net-worth (HNW) clientele.

This is a full‑time position working hybrid or in‑person in our office located in Charlotte, NC or Charleston, SC.

• Provides technical support to the Producer, Agency and HNW Personal Lines Clients in the daily management of policies.
• Complete new / renewal applications in coordination with Producer and Client.
• Quotes online and / or submit applications to eligible carriers.
• Follow up to ensure timely receipt of quotes / renewal policies.
• Review the carrier proposal for accuracy highlighting coverage differences from what was requested.
• Assist Producers in the preparation of client proposals, renewal summaries.
• Review and issue request for binders, evidence, certificates, policies and other related items; verify their accuracy, contractual and policy compliance; invoice and transact, prepare client documents and policy binders (electronic and/or paper)
• Work with Clients, Producers and Carriers to facilitate policy change requests, obtaining the information needed for processing, verify for accuracy, facilitate any corrections, invoice and transact.
• Processes renewals in coordination with Producer, Client and Carriers according to agency procedures.
• Reviews policies: verifies accuracy and facilitates corrections; as needed, between client and carrier.
• Manage and maintain productive relationships with critical centers of influence, family offices, wealth advisors, CPA’s, lenders, and realtors.
• Processes incoming mail and phone requests, responding promptly and appropriately.
• Uses agency credit and collection policy in invoicing and pursuing prompt payments, request cancellations from the carrier according to agency standards.

• 5+ years of experience in similar role
• Current Property, Casualty Agents License
• Experience handling clients with a high net worth.
• Knowledge of insurance products and usages
• Knowledge of high-net-worth insurance markets such Chubb, Vault, Pure, Cincinnati, Berkley One, including non-admitted carriers and brokers. Understands a preferred insurer appetite, underwriting rules and rating procedures.
• Solid Microsoft Office, technology utilization, and experience with Applied EPIC or similar agency management system
• College degree preferred.
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge, performance and maintain required licenses.
• Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property…