Director of Personal Lines (Hybrid)

Director Of Personal Lines

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.

The Director Of Personal Lines will lead and manage the Personal Lines Client Services team, ensuring both new business growth and client retention. This role is responsible for coaching Account Managers, developing processes, maintaining client satisfaction, and driving revenue growth opportunities while fostering a collaborative and high-performing team culture.

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

Professional Responsibilities :

• Lead, coach, and manage the Personal Lines Client Services team.
• Set quarterly goals, develop strategies, and motivate the team to achieve objectives.
• Conduct regular team meetings and establish / document standard operating procedures.
• Manage new business processes, including quote timelines, underwriter negotiations, and workflow optimization.
• Drive client retention with proactive renewal processes and a target retention rate of 90%.
• Handle escalated client issues and oversee policy reviews, rounding, and referral generation.
• Coach and train team members on system use, carrier appetite, and customer service best practices.
• Ensure excellent client experience with timely call returns, follow-up protocols, and service standards.
• Oversee team operations including hiring, training, performance reviews, incentive programs, and scheduling.
• Participate in agency management activities such as meeting with carrier representatives, creating workflows, and tracking departmental metrics.
• Manage a small book of business (1015%) alongside leadership responsibilities.

Qualifications and Requirements :

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 :

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.