Commercial Lines Account Manager (Hybrid)

Patriot Growth Insurance Services, LLC; Charlotte (NC); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health and welfare program

401(k) with employer match

Vision benefits

Disability insurance

Group term life

401(k) with employer match

Job summary

A local insurance agency in Charlotte is seeking an experienced Commercial Account Manager to assist in the management and growth of their business. You will provide technical support, process renewals, and review insurance proposals while collaborating closely with clients and producers. Candidates should possess a NC Property & Casualty License and have a strong background in insurance, making this an excellent opportunity within a supportive team environment.

Qualifications

• 4+ years of experience in similar role.
• Proficient with use of Microsoft Office Suite and products.
• Experience with Applied EPIC or similar agency management system preferred.
• Excellent interpersonal and written communication skills.
• Proficient with Microsoft Office Suite; experience with agency software preferred.

Responsibilities

• Assist in daily management and growth of a book of business.
• Provide technical support and process renewals.
• Review carrier proposals for accuracy and compliance.
• Conduct online rating and submit applications to eligible carriers.
• Review carrier proposals for accuracy and coverage differences.
• Prepare summaries of insurance, schedules and proposals as needed.

Skills

Interpersonal skills

Communication skills

Knowledge of insurance products

Microsoft Office Suite

Education

NC Property & Casualty License

Tools

Applied EPIC

Microsoft Office

Job description

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.

Position Overview: This position is with a well-established, locally owned insurance agency that has been in business for nearly 50 years. We’re located in a vibrant office building with many nearby amenities. The Commercial Account Manager will assist both Producers and the Agency in the daily management and growth of a book of business through account retention, account rounding and new business growth.

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

Professional Responsibilities:

• Provide technical support to the Producer, Agency and Insured in the daily management of policies.
• Process renewals in coordination with Producer according to agency procedures.
• Complete new / renewal applications in coordination with Producer and Client.
• Conduct online rating and / or submit applications to eligible carriers.
• Follow up to ensure timely receipt of quotes / renewal policies.
• Review carrier proposals for accuracy, highlighting coverage differences from what was requested.
• Prepare summaries of insurance, schedules, and proposals as needed.
• Order and issue binders, certificates, evidences, policies and other related items; verify their accuracy; invoice and transact, prepare client documents and policy binders (electronic and/or paper).
• Review and issue requests for Certificates or Evidence of Insurance, insuring contractual and policy compliance.
• 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.
• Review carrier audits of policies; verify accuracy and facilitate corrections as needed between the client and carrier.
• Processes incoming mail and phone requests, responding promptly and appropriately.
• Use agency credit and collection policy in invoicing and pursuing prompt payments, request cancellations from the carrier according to agency standards.
• Accurately maintain the client account in Applied EPIC per procedures.
• Accompany the Producer on prospect and client meetings as needed.

Qualifications and Requirements:

• 4+ years of experience in similar role
• Current NC Property & Casualty License
• Knowledge of insurance products and usages.
• Knowledge of insurance markets, rating and underwriting procedures.
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• Experience with Applied EPIC or similar agency management system preferred.
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

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.

We offer a comprehensive health and welfare program to employees, family members and domestic partners, including medical, dental, and vision benefits, company paid short-term disability, long-term disability and group term life, and a 401(k) with employer match.