PDCM Insurance
Assistant Director Agency Operations & Marketing (Hybrid)
PDCM Insurance, Charlotte, North Carolina, United States, 28245
About Hood Hargett & Associates, A Division of Patriot Growth Insurance Services : Hood Hargett & Associates has been in business for nearly 50 years. We’re located in a vibrant office building with many nearby amenities. We pride ourselves on our counsel and offering sound guidance to our customers to better protect their most important assets. We represent many of the most financially sound insurance companies and have the capacity to serve all of our client’s insurance needs. Our hope is they will find our recommendations to be competitive on cost but will discover the real value is the advice and service we provide to assist them in managing risk.
Position Overview : This position is with a well-established independent insurance agency that has been in business for close to 50 years. The mission of this role is to assist in the day-to-day operations of the agency through the performance of administrative tasks that benefit the efficiency and effectiveness efforts of the agency in whole. For operations this includes the management of vendor relationships; maintenance of carrier / broker folders, contact information, pulling, summarizing, and communicating production reports; working with our Patriot partners to maintain both agency and individual staff licenses; the administration of IT access for agency and carrier / broker systems and portals; handling the distribution of events tickets to clients; timecards; physical office space management. In the area of marketing work with the VP of Agency Operations and Producers to create and execute the marketing strategy to ensure the agency’s long-term growth and success. This role is responsible for integrating sales, client retention and new lead generation into all aspects of the agency by working collectively with agency sales team members.
Work Arrangement : This is a full-time, hybrid position reporting to our office located in Charlotte, NC. Computer equipment will be provided by the company upon hire.
Professional Responsibilities
Oversee vendor system access as the Agency Administrator and spearhead platform reviews, recommending improvements as needed.Generate essential production reports and ensure licensing compliance with state regulations in partnership with Patriot Compliance and Licensing.Ensure licensing compliance with state requirements in collaboration with Patriot Compliance and LicensingHandle a variety of administrative duties, including HR tasks and coordinating event tickets for producers and clients.Lead the implementation of our marketing strategy and keep the team informed with clear communication of the marketing plan.Maintain up-to-date client lists, gather team feedback, and drive client engagement.Enhance our social media presence, focusing on growth and online reputation management.Develop and execute nurturing strategies and renewal campaigns to improve client retention and drive cross-selling opportunities.Manage lead generation efforts, win back unsold prospects, and optimize closing ratios.
Qualifications And Requirements
High school diploma or equivalentBachelor’s Degree preferredProperty and Casualty Insurance experience preferred but not required.Excellent interpersonal and communication skills (both oral and written)Proficient with use of Microsoft Office Suite and productsAbility to adjust quickly to changing priorities and conditions.A passion for being part of a team that drives our company to industry leadershipAbility to establish and maintain effective working relationships with both peers and clientsAuthorized to work in the U.S. without sponsorship
About Patriot Growth Insurance Services : 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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 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 enhanced career opportunities for our dedicated and professional team.
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. We offer:
Medical, Dental, and Vision BenefitsFlexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit ProgramsCompany paid Short-Term Disability, Long-Term Disability and Group Term LifeCompany paid Employee Assistance ProgramPaid Parental LeavePaid holidaysPersonalized PTO401 (k)
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. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.#J-18808-Ljbffr
Position Overview : This position is with a well-established independent insurance agency that has been in business for close to 50 years. The mission of this role is to assist in the day-to-day operations of the agency through the performance of administrative tasks that benefit the efficiency and effectiveness efforts of the agency in whole. For operations this includes the management of vendor relationships; maintenance of carrier / broker folders, contact information, pulling, summarizing, and communicating production reports; working with our Patriot partners to maintain both agency and individual staff licenses; the administration of IT access for agency and carrier / broker systems and portals; handling the distribution of events tickets to clients; timecards; physical office space management. In the area of marketing work with the VP of Agency Operations and Producers to create and execute the marketing strategy to ensure the agency’s long-term growth and success. This role is responsible for integrating sales, client retention and new lead generation into all aspects of the agency by working collectively with agency sales team members.
Work Arrangement : This is a full-time, hybrid position reporting to our office located in Charlotte, NC. Computer equipment will be provided by the company upon hire.
Professional Responsibilities
Oversee vendor system access as the Agency Administrator and spearhead platform reviews, recommending improvements as needed.Generate essential production reports and ensure licensing compliance with state regulations in partnership with Patriot Compliance and Licensing.Ensure licensing compliance with state requirements in collaboration with Patriot Compliance and LicensingHandle a variety of administrative duties, including HR tasks and coordinating event tickets for producers and clients.Lead the implementation of our marketing strategy and keep the team informed with clear communication of the marketing plan.Maintain up-to-date client lists, gather team feedback, and drive client engagement.Enhance our social media presence, focusing on growth and online reputation management.Develop and execute nurturing strategies and renewal campaigns to improve client retention and drive cross-selling opportunities.Manage lead generation efforts, win back unsold prospects, and optimize closing ratios.
Qualifications And Requirements
High school diploma or equivalentBachelor’s Degree preferredProperty and Casualty Insurance experience preferred but not required.Excellent interpersonal and communication skills (both oral and written)Proficient with use of Microsoft Office Suite and productsAbility to adjust quickly to changing priorities and conditions.A passion for being part of a team that drives our company to industry leadershipAbility to establish and maintain effective working relationships with both peers and clientsAuthorized to work in the U.S. without sponsorship
About Patriot Growth Insurance Services : 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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 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 enhanced career opportunities for our dedicated and professional team.
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. We offer:
Medical, Dental, and Vision BenefitsFlexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit ProgramsCompany paid Short-Term Disability, Long-Term Disability and Group Term LifeCompany paid Employee Assistance ProgramPaid Parental LeavePaid holidaysPersonalized PTO401 (k)
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. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.#J-18808-Ljbffr