Job Description

Job Description

About Us

Welcome 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.

Commercial Lines Account Manager

Position Summary:

The primary function of this role is to provide professional service to new and existing clients in a timely and accurate manner, supporting account retention, facilitating policy servicing and documentation, and identifying revenue growth opportunities.

Key Responsibilities:

Client Communication and Policy Servicing

• Communicates with customers on all facets of their account service needs including policies, endorsements, audits, proofs of coverage, and cancellations.
• Processes new and renewal summaries and proposals.
• Supports all efforts of account retention and growth of existing book of business.
• Assists with account rounding and offers new coverage.
• Handles claims in the absence of the agency claims coordinator or in response to a catastrophic event.

Policy Administration and Accuracy

• Renews and markets policies to carriers.
• Verifies that all policies are bound with insurance companies in writing prior to or on the effective date of the policy.
• Invoices all renewal policies and collects down payments or premium payments, including creating premium finance agreements when applicable.
• Checks new business and renewal policies against applications and binders.
• Ensures endorsements, audits, cancellations, claims, finance agreements, certificates, and other customer requests are handled accurately and in a timely manner.
• Keeps client and policy information in the agency management system updated according to procedures.
• Contacts insureds as needed for collecting outstanding balances according to procedures.
• Other duties as assigned.

Qualifications:

• Texas General Lines Property and Casualty License required
• Previous experience in a Commercial Lines Account Management role that directly aligns with the specific responsibilities for this position
• Experience using Vertafore products, including AMS360 and ImageRight; will consider other agency management systems
• Proficiency with Microsoft Office Suite
• Knowledge of E&S markets (Excess & Surplus lines) preferred
• Excellent oral and written communication skills
• Possess and maintain a positive attitude, including positive working relationships with clients and agency personnel
• Strong attention to detail
• Dependability and punctuality
• Ability to travel locally on occasion

Hours: Monday – Friday, 8:00am to 5:00pm

Office Locations:

• 212 Sidney Baker St. S., Kerrville, TX 78028
• 108 Theodore Specht Drive, Fredericksburg, TX 78624

Benefits:

• Competitive Compensation Package
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• 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: Please note that 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.

Job Tags

Similar Jobs