Personal Lines Account Manager
2 days ago
San Angelo
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. Personal Lines Account Manager Position Summary: The primary function of this role is to manage a designated book of clients, deliver exceptional services, support renewals and enrollments, and ensure the accurate and timely processing of information. This role serves as a key liaison between clients, carriers, and internal departments to maintain high satisfaction and retention. Key Responsibilities: Client Service and Relationship Management • 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, • Review accounts during client interactions and recommend improved coverage, • Identify account rounding opportunities and pursue them proactively, • 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, • 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, • 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, • 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 Office Location: 16 North Chadbourne Street, San Angelo, TX 76903 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