Patriot Growth Insurance Services, LLC · 4 weeks ago
Director of Personal Lines (Hybrid)
Charlotte, NC
Full-time
Hybrid
Mid Level
4+ years expPatriot Growth Insurance Services is a growth-focused national insurance services firm founded in 2019. The Director of Personal Lines will lead the Personal Lines Client Services team, focusing on new business growth and client retention while ensuring high team performance and client satisfaction.
Employee BenefitsInsuranceProperty Insurance
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 (10–15%) alongside leadership responsibilities
Qualification
Required
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
Preferred
Familiarity with Applied EPIC or similar agency management systems
College degree
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
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Leadership Team
J
Jeff Wood
SVP, Premier Client Practice Leader
Ian Larson
President, Individual Health
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase