Commercial Lines Account Manager

Hood Hargett & Associates; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision benefits

FSA/HSA and Commuter programs

401(k) with employer match

Paid holidays

Personalized PTO

Short/Long-term Disability and Life

Job summary

Hood Hargett & Associates in Charlotte, NC is seeking a Commercial Lines Account Manager to support the management and growth of a well-established book of business. You will partner with Producers to retain clients, service policies, and identify opportunities for account expansion.

This full-time hybrid role requires 4+ years in commercial lines, NC P&C license, and strong knowledge of policy structures. You will handle renewals, prepare proposals, issue certificates, and maintain client

Qualifications

• 4+ years of commercial lines account management or similar insurance servicing role.
• Active North Carolina Property & Casualty Insurance License.
• Strong understanding of commercial insurance products, coverage types, and policy structures.
• Knowledge of insurance markets, rating, and underwriting processes.
• Experience with Applied Epic or similar agency management systems preferred.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Support Producers and clients in day-to-day servicing and management of commercial insurance policies.
• Manage renewals in coordination with Producers, ensuring accuracy and timeliness.
• Prepare and submit new and renewal applications, including online rating and carrier submissions.
• Review carrier proposals for accuracy and identify key coverage differences and gaps.
• Prepare insurance summaries, proposals, schedules, and related client documentation.
• Issue and manage certificates of insurance, binders, policies, and related documents while ensuring accuracy and compliance.
• Process policy changes, audits, and billing transactions while coordinating corrections with carriers and clients as needed.
• Maintain accurate client and policy records within Applied Epic in accordance with agency standards.
• Communicate with clients, carriers, and internal teams to resolve service requests and ensure smooth policy execution.

Skills

Commercial insurance

Client communication

Policy servicing

Applied Epic

Tools

Applied Epic

Microsoft Office

Job description

About Hood Hargett, A Division of Patriot Growth Insurance Services: Founded in 1975, Hood Hargett & Associates is a full-service independent insurance agency headquartered in Charlotte, North Carolina. With nearly 50 years of experience, we specialize in providing personalized insurance solutions for individuals and businesses. Our team is committed to offering sound guidance and comprehensive coverage options to protect your most important assets. We represent many of the most financially sound insurance companies and strive to deliver value through expert advice and exceptional service.

Position Overview: We are seeking a Commercial Lines Account Manager to support the management and growth of a well-established book of commercial insurance business. This role partners closely with Producers to retain clients, service policies, and identify opportunities for account expansion and new business. The ideal candidate is detail-oriented, proactive, and confident managing multiple client priorities in a fast-paced agency environment. This position plays a key role in ensuring clients receive accurate, timely, and high-quality service across the full policy lifecycle.

Work Arrangement: This is a full-time hybrid position working 1 day per week in our office located in Charlotte, NC.

Professional Responsibilities:

• Support Producers and clients in the day-to-day servicing and management of commercial insurance policies
• Manage renewals in coordination with Producers, ensuring accuracy, timeliness, and adherence to agency procedures
• Prepare and submit new and renewal applications, including online rating and carrier submissions
• Review carrier proposals for accuracy and identify key coverage differences and gaps
• Prepare insurance summaries, proposals, schedules, and related client documentation
• Issue and manage certificates of insurance, binders, policies, and related documents while ensuring accuracy and compliance
• Process policy changes, audits, and billing transactions while coordinating corrections with carriers and clients as needed
• Maintain accurate client and policy records within Applied Epic in accordance with agency standards
• Communicate with clients, carriers, and internal teams to resolve service requests and ensure smooth policy execution

Qualifications and Requirements:

• 4+ years of experience in commercial lines account management or a similar insurance servicing role
• Active North Carolina Property & Casualty Insurance License
• Strong understanding of commercial insurance products, coverage types, and policy structures
• Knowledge of insurance markets, rating, and underwriting processes
• Experience with Applied Epic or similar agency management systems preferred
• Proficiency in Microsoft Office Suite
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple priorities effectively
• High attention to detail and accuracy in policy documentation and transactions
• Ability to build and maintain strong working relationships with clients, producers, and carriers
• Commitment to professionalism, accountability, and client service excellence

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 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 across 48 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 continual learning and enhanced career opportunities for our dedicated, 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 holidays
• Personalized PTO
• 401(k) with employer match

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.