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Garrett Insurance Agency · 7 hours ago

Personal Lines Account Manager

Kerrville, TX

Full-time

Onsite

Mid Level

Garrett Insurance is a family-owned independent insurance agency dedicated to providing customized insurance solutions. The Personal Lines Account Manager will manage a designated book of clients, ensuring exceptional service, supporting renewals and enrollments, and facilitating effective communication between clients and internal departments.

CommercialFinanceFinancial ServicesInsuranceProfessional Services

Hiring Manager

Kelly Wright

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

Qualification

Texas General Lines LicensePersonal Lines Account ManagementVertafore productsMicrosoft Office SuiteDependabilityVerbal communicationWritten communicationInterpersonal skillsOrganizational skillsAttention to detailPositive attitude

Required

Texas General Lines Property and Casualty License required

Personal Lines Account Management experience

Experience with Vertafore products - AMS360 and ImageRight; 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

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

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