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 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:

• College degree preferred.
• 4+ years of experience in similar role