Personal lines in Charlotte or Charleston with HNW exp and knows EPIC (HNW is more important with knowledge or markets and understanding clientele) (Chubb AIG Vault)

Patriot growth - full asset sales in Nov 2023 (patriot model is they retain brand at local level has internal HR, back end support and carriers)

They will do postings - 2 week window where he cant use recruiters

At 2 week point on CL and 1 week out for PL (has some PL in pipeline, CL is more the focus)

Would still invoice Hood Hargett - its their budget

Company Information:

1. Name of Company: Hood Hargett

a. Mailing Address: 500 E Morehead St #325, Charlotte, NC 28202, USA

b. Company Website: https://hoodhargett.com

2. Name of Contact: Jim Vaughn

a. Email address: jim@hoodhargett.com

b. Phone number: +1 704 602 9511

 c. Title:  Director of agency operations

4. Company Selling Points/Why should someone work for your Agency?: Good culture, no mirco managing, family feel, but still growing.

5. How would you describe the culture?:

6. How many total employees?: 43

a. What is the employee breakdown by department?:

Job Order Information:

1. Job Title: CSR/Account manager

2. Number of Openings: 1-2

3. Why is this position open?: growth/replacement

a. How is the work currently getting done?:

HANDLES RENEWAL MANAGEMENT, DAY TO DAY SERVICE WORK, WORKING WITH PRODUCERS, MAINATINGING AND GROWING THE BOOK (CROSS SELLING). Service and rention focues

4. Who does this position report too?: Marta Thorne (marta@hoodhargett.com)

a. Name & Title: Marta

b. How many people in this department?: 30

5. Required/Preferred Licenses/Designations:

6. Types of Accounts they will be working on: Has a growing HNW book of business (this is the area they have the most growth in)

a. Size of Accounts: HNW 

 b. Book of business/# of policies:

(HNW is alphabet split in CLT, Charleston PL is producer focused )

7. Daily Responsibilities:

a. If AM: Quote new/renewal business (what percentage): PL space - they do new and renewal

8. Must have Experience: client facing and working A-Z servicing

9. Preferred Years of Experience: at least 3 of managing full desk

10. Software: Applied Epic (okay to train on it)

11. Salary for this position: PL HNW- up to 85

12. What is your 401(k): part of patriot growth available after 30 days 4% match, health dental vision ect

13. Is this position Remote, Hybrid (how many days), or fully In-Office?: Hybrid ideally if local (flexible anywhere from 1 -3 days initially wants 3 days) (would do remote for a rockstar)

a. If remote do you provide equipment?: yes

14. Is there any travel involved with this role?:

15. Can you send me a copy of your benefit package?:

Soft skills Information:

1. Wish List - What are the top 5 Soft Skills you want this candidate to have?: flexibility to deal with different personalities in terms of producers

Process Information:

1. Have you reviewed any resumes/interviewed any candidates yet?:

a. Where did they fall short?: promoted themselves but were more assistant role. Not working full desk. Not client-facing

b. What did you like?: They don’t really like the person that wants to grow in title, more in growing account sizes and and lines of coverage.

2. Do you have any other Search Firms working on this role?: NA

a. What candidates have they provided?:  NA

3. What does the interview process look like (how many interviews, who will they meet with, assessments, interview format): first video interview to see how they present themselves, then bring them in for a more formal interview

4. Where do you like to hire from?:  mom and pops or regional

a. Specific companies you have had success hiring from/like to see on a resume:

5. Are there any companies that you are affiliated with or prefer to not hire from?:  Patriot Growth

6. Onboarding – what does that look like and is anything required prior to the start date? (background check, credit check):

7. Is there a training period and if so what does it look like?: Yes

Closing Information:

1. When would you like the person to start? (CAN NOT BE ASAP): Immediate need (may 1st)

2. What is your availability to interview qualified candidates over the next 1-2 weeks?:

3. Where/who should the invoice be sent to?:

a. Name:

b. Email:

4. Submission Deadline (What day & time can we review the candidates together):