Garrett Insurance Agency
Personal Lines Account Manager
Garrett Insurance Agency, Kerrville, Texas, United States, 78028
Personal Lines Account Manager
Garrett Insurance, a family‑owned and operated independent insurance agency with locations in Texas and Kansas, has been serving clients since 1918. Our mission is to provide comprehensive, customized insurance solutions that protect what matters most, offering a full range of products from bonds to health, life, personal, and commercial insurance.
Position Summary The primary function of this role is to manage a designated book of clients, deliver exceptional services, support renewals and enrollments, and ensure accurate and timely processing of information. This role serves as a key liaison between clients, carriers, and internal departments to maintain high satisfaction and retention.
Key Responsibilities Client Service and Relationship Management
Serve as the primary point of contact for assigned clients
Achieve a 92% retention rate on assigned book of business
Proactively reach out to clients and conduct ongoing account reviews
Remarket renewals when necessary
Provide timely, proactive communication and education throughout the client lifecycle
Address and resolve service issues related to billing, eligibility, claims, and coverage
Revenue Growth and Account Development
Review accounts during client interactions and recommend improved coverage
Identify account rounding opportunities and pursue them proactively
Identify coverages held with other agents
Renewals and Plan Marketing
Coordinate the renewal process including collecting census data, submitting to carriers, and reviewing proposals
Present renewal options to clients with attention to compliance and cost impact
Ensure timely execution of renewal materials and carrier requirements
Document all interactions in the management system
New Business and Sales
Audit new business files for accuracy and completeness
Send onboarding materials to clients post‑sale
Quote and follow up on new business opportunities within 48 hours
Close business according to agency sales process
Earn commission when writing business not closed by Producer
Team and Carrier Coordination
Collaborate with producers, underwriters, carriers, and internal departments to ensure smooth plan administration
Manage day‑to‑day carrier and vendor communications on behalf of clients
Participate in team meetings and support agency‑wide initiatives
Qualifications
Texas General Lines Property and Casualty License required
Experience with Vertafore products – AMS360 and ImageRight; will consider other agency management systems
Proficiency with Microsoft Office Suite
Excellent verbal and written communication skills
Strong interpersonal skills with a client‑first mentality
Highly organized with strong attention to detail and follow‑through
Comfort with managing multiple deadlines in a fast‑paced environment
Ability to work both independently and collaboratively
Positive attitude and professional working relationships
Dependability and punctuality
Hours Monday – Friday, 8:00 am to 5:00 pm
Benefits
Competitive Compensation Package
Vision Insurance
Company‑Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third‑party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
Seniority level Associate
Employment type Full‑time
Job function Customer Service and Consulting
Industries Insurance and Insurance Agencies and Brokerages
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Position Summary The primary function of this role is to manage a designated book of clients, deliver exceptional services, support renewals and enrollments, and ensure accurate and timely processing of information. This role serves as a key liaison between clients, carriers, and internal departments to maintain high satisfaction and retention.
Key Responsibilities Client Service and Relationship Management
Serve as the primary point of contact for assigned clients
Achieve a 92% retention rate on assigned book of business
Proactively reach out to clients and conduct ongoing account reviews
Remarket renewals when necessary
Provide timely, proactive communication and education throughout the client lifecycle
Address and resolve service issues related to billing, eligibility, claims, and coverage
Revenue Growth and Account Development
Review accounts during client interactions and recommend improved coverage
Identify account rounding opportunities and pursue them proactively
Identify coverages held with other agents
Renewals and Plan Marketing
Coordinate the renewal process including collecting census data, submitting to carriers, and reviewing proposals
Present renewal options to clients with attention to compliance and cost impact
Ensure timely execution of renewal materials and carrier requirements
Document all interactions in the management system
New Business and Sales
Audit new business files for accuracy and completeness
Send onboarding materials to clients post‑sale
Quote and follow up on new business opportunities within 48 hours
Close business according to agency sales process
Earn commission when writing business not closed by Producer
Team and Carrier Coordination
Collaborate with producers, underwriters, carriers, and internal departments to ensure smooth plan administration
Manage day‑to‑day carrier and vendor communications on behalf of clients
Participate in team meetings and support agency‑wide initiatives
Qualifications
Texas General Lines Property and Casualty License required
Experience with Vertafore products – AMS360 and ImageRight; will consider other agency management systems
Proficiency with Microsoft Office Suite
Excellent verbal and written communication skills
Strong interpersonal skills with a client‑first mentality
Highly organized with strong attention to detail and follow‑through
Comfort with managing multiple deadlines in a fast‑paced environment
Ability to work both independently and collaboratively
Positive attitude and professional working relationships
Dependability and punctuality
Hours Monday – Friday, 8:00 am to 5:00 pm
Benefits
Competitive Compensation Package
Vision Insurance
Company‑Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third‑party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
Seniority level Associate
Employment type Full‑time
Job function Customer Service and Consulting
Industries Insurance and Insurance Agencies and Brokerages
#J-18808-Ljbffr