Garrett Insurance Agency · 6 hours ago
Commercial Lines Account Manager
San Angelo, TX
Full-time
Onsite
Mid LevelGarrett Insurance is a family-owned independent insurance agency with over a century of experience in providing customized insurance solutions. The Commercial Lines Account Manager will be responsible for delivering professional service to clients, supporting account retention, and identifying revenue growth opportunities.
CommercialFinanceFinancial ServicesInsuranceProfessional Services
Hiring Manager
Kelly Wright
Responsibilities
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
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
Qualification
Required
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
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
Preferred
Knowledge of E&S markets (Excess & Surplus lines)
Benefits
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
Company
Garrett Insurance Agency
At the conclusion of WWI in 1918, the Garrett brothers decided to try their hand at insurance, as they were given the advice that “insurance will be the next big industry”.
Founded in 1918
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Stephen Schmerbeck
Chief Executive Officer
Trent Richmond
Partner
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