Director of Personal Lines (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Charlotte, NC

7d • Hybrid

About The Position

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.

Requirements

• 4+ years of experience in a similar leadership role.
• Active Property & Casualty Agent License.
• Strong knowledge of insurance products, markets, rating, and underwriting.
• Excellent leadership, coaching, and communication skills.

Nice To Haves

• Familiarity with Applied EPIC or similar agency management systems preferred.
• College degree preferred.

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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed