Commercial Lines Account Manager (Hybrid)

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: 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 working 1 day per week in 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

• College degree preferred.
• 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

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.

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) 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.