Personal Lines Account Manager

About Hood Hargett, A Division of Patriot Growth Insurance Services: 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.

Position Overview: The Personal 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.

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

Professional Responsibilities

• 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.
  
  

Qualifications And Requirements

• 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, BerkleyOne, 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.
  
  

About Patriot Growth Insurance Services: 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. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 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.