Personal Lines Account Manager

Keystone Agency Partners LLC • Kerrville, TX

16d • Onsite

About The Position

Garrett Insurance, a family-owned and operated independent insurance agency with locations in Texas and Kansas, is seeking a Personal Lines Account Manager. The agency has a mission to provide comprehensive, customized insurance solutions and has a strong reputation for dedication, personalized guidance, and customized plans. Founded in 1918, Garrett Insurance has over a century of experience in offering a wide range of products including bonds, health & life, personal, and commercial insurance. The Personal Lines Account Manager will manage a designated book of clients, deliver exceptional service, support renewals and enrollments, and ensure accurate and timely processing of information. This role is a key liaison between clients, carriers, and internal departments to maintain high satisfaction and retention.

Requirements

• Active Texas General Lines Property and Casualty license, or ability to obtain within 90 days of hire
• Personal Lines Account Management experience
• Experience with Applied Epic; 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
• Strong attention to detail
• Dependability and punctuality
• Ability to pass a criminal background check, as permitted by law

Responsibilities

• 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
• Review accounts during client interactions and recommend improved coverage
• Identify account rounding opportunities and pursue them proactively
• Identify coverages held with other agents
• 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
• 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
• 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

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 and Paid Holidays

What This Job Offers

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