Personal Lines Account Manager

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.Personal Lines Account ManagerFull Time Garrett - 212 Kerrville, Kerrville, TX, US3 days ago Requisition ID: 1427About UsWelcome to Garrett Insurance, a family-owned and operated independent insurance agency with locations in Texas and Kansas. Our mission is to provide comprehensive, customized insurance solutions that protect what matters most to you. As a leading independent insurance agency with a strong reputation for dedication, we're committed to delivering the best service, personalized guidance, and customized plans that meet each of our clients' unique needs. We proudly offer a wide range of products and services from bonds to health & life, personal, and commercial insurance.Garrett Insurance was established more than a century ago, in 1918, by our great uncles. They prided themselves on treating all their clients like family, and we carry on that tradition today. Garrett Insurance has since flourished through generations of family management. We've continued to expand our services and expertise over the years to cater to the unique needs of our diverse clientele. Whether you need commercial or individual insurance plans, we'll use our 100-plus years of experience to ensure that you receive the best experience working with one of our trusted agents.Personal Lines Account ManagerPosition Summary:The primary function of this role is to manage a designated book of clients, deliver exceptional service, support renewals and enrollments, and ensure the 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 ManagementServe as the primary point of contact for assigned clientsAchieve a 92% retention rate on assigned book of businessProactively reach out to clients and conduct ongoing account reviewsRemarket renewals when necessaryProvide timely, proactive communication and education throughout the client lifecycleAddress and resolve service issues related to billing, eligibility, claims, and coverageRevenue Growth and Account DevelopmentReview accounts during client interactions and recommend improved coverageIdentify account rounding opportunities and pursue them proactivelyIdentify coverages held with other agentsRenewals and Plan MarketingCoordinate the renewal process including collecting census data, submitting to carriers, and reviewing proposalsPresent renewal options to clients with attention to compliance and cost impactEnsure timely execution of renewal materials and carrier requirementsDocument all interactions in the management systemNew Business and SalesAudit new business files for accuracy and completenessSend onboarding materials to clients post-saleQuote and follow up on new business opportunities within 48 hoursClose business according to agency sales processEarn commission when writing business not closed by ProducerTeam and Carrier CoordinationCollaborate with producers, underwriters, carriers, and internal departments to ensure smooth plan administrationManage day-to-day carrier and vendor communications on behalf of clientsParticipate in team meetings and support agency-wide initiativesQualifications:Active Texas General Lines Property and Casualty license, or ability to obtain within 90 days of hireExperience with Applied Epic; will consider other agency management systemsProficiency with Microsoft Office SuiteExcellent verbal and written communication skillsStrong interpersonal skills with a client-first mentalityHighly organized with strong attention to detail and follow-throughComfort with managing multiple deadlines in a fast-paced environmentAbility to work both independently and collaborativelyPositive attitude and professional working relationshipsStrong attention to detailDependability and punctualityAbility to pass a criminal background check, as permitted by lawHours: Monday – Friday, 8:00am to 5:00pmCompetitive Compensation PackageVision InsuranceCompany Paid Disability InsuranceSupplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance401(k) with Safe Harbor MatchPaid Time Off and Paid HolidaysNo Solicitation Notification to Agencies: Please note that Keystone 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 will not consider or approve payment to any third parties for hires made.#J-18808-Ljbffr