Commercial Lines Account Manager (Hybrid)

Commercial Account Manager
This position offers a full‑time hybrid work arrangement, requiring one 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, ensuring contractual and policy compliance.

Work with clients, producers and carriers to facilitate policy change requests, obtaining the information needed for processing, verifying accuracy, facilitating corrections, invoicing, and transacting.

Review carrier audits of policies; verify accuracy and facilitate corrections as needed between the client and carrier.

Process 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 a 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 Microsoft Office Suite.

Experience with Applied EPIC or a similar agency management system preferred.

Passion for being part of a team that drives the company to industry leadership.

Ability to establish and maintain effective working relationships with peers and clients.

Authorized to work in the U.S. without sponsorship.

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.

Medical, Dental, and Vision Benefits, Flexible Spending Account (FSA), 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.

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