Commercial Lines Account Manager

Keystone Agency Partners LLC • Kerrville, TX

23d • Onsite

About The Position

Garrett Insurance, a family-owned and operated independent insurance agency with locations in Texas and Kansas, is seeking a Commercial Lines Account Manager. The agency has a strong reputation for dedication and is committed to delivering the best service, personalized guidance, and customized plans. Established in 1918, Garrett Insurance offers a wide range of products and services, including bonds, health & life, personal, and commercial insurance. The Commercial Lines Account Manager will provide professional service to new and existing clients, supporting account retention, policy servicing, documentation, and identifying revenue growth opportunities.

Requirements

• Active Texas General Lines Property and Casualty License required
• Previous experience as a Commercial Lines Account Manager with responsibilities aligned to commercial policy servicing, renewals, client relationship management, and account retention
• Experience with Applied Epic; will consider other agency management systems
• Proficiency with Microsoft Office Suite
• Excellent verbal and written communication skills
• Strong organizational, time management, and multitasking abilities
• Exceptional attention to detail and commitment to accuracy
• Professional demeanor with a customer-first mindset
• Reliable, dependable, and able to work both independently and collaboratively
• Ability to travel locally on an occasional basis as business needs require

Nice To Haves

• Knowledge of E&S markets (Excess & Surplus lines) preferred

Responsibilities

• Serves as the primary point of contact for commercial clients, responding promptly to inquiries regarding policies, endorsements, renewals, audits, certificates of insurance, cancellations, and other servicing needs.
• Builds and maintains strong client relationships by delivering timely, accurate, and professional service.
• Supports client retention efforts by identifying opportunities to round accounts and recommends additional coverage solutions.
• Prepares and presents new business and renewal proposals and coverage summaries.
• Assists with claims reporting and claims-related support when necessary, including coverage during the absence of the agency Claims Coordinator or in response to catastrophic events.
• Markets new and renewal business with insurance carriers to secure competitive coverage options.
• Verifies that all policies are properly bound with carriers in writing prior to or on the effective date of the policy.
• Reviews new business and renewal policies for accuracy by comparing issued policies against applications, binders, and coverage requests.
• Processes endorsements, audits, cancellations, finance agreements, certificates of insurance, and other policy transactions accurately and within established service standards.
• Maintains complete and accurate client and policy records within the agency management system.
• Invoices renewal policies, collects premium payments and down payments, and prepares premium finance agreements when applicable.
• Contacts insureds as needed for collecting outstanding balances according to procedures.
• Performs other duties as assigned.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed