Commercial Lines Account Manager

About UsWelcome 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, were 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. Weve 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, well use our 100-plus years of experience to ensure that you receive the best experience working with one of our trusted agents.Commercial Lines Account ManagerPosition Summary:The primary function of this role is to provide professional service to new and existing clients in a timely and accurate manner, supporting account retention, facilitating policy servicing and documentation, and identifying revenue growth opportunities.Key Responsibilities:Client Communication and Policy ServicingCommunicates 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.Policy Administration and AccuracyRenews 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.Qualifications:Texas General Lines Property and Casualty License requiredPrevious experience in a Commercial Lines Account Management role that directly aligns with the specific responsibilities for this positionExperience using Vertafore products, including AMS360 and ImageRight; will consider other agency management systemsProficiency with Microsoft Office SuiteKnowledge of E&S markets (Excess & Surplus lines) preferredExcellent oral and written communication skillsPossess and maintain a positive attitude, including positive working relationships with clients and agency personnelStrong attention to detailDependability and punctualityAbility to travel locally on occasionHours: Monday Friday, 8:00am to 5:00pmOffice Location: 3190 Executive Drive, San Angelo, TX 76904Benefits:Competitive Compensation PackageHealth Insurance Plans (PPO, HSA, Copay Options)Dental InsuranceVision InsuranceCompany Paid Disability InsuranceSupplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance401(k) with Safe Harbor MatchPaid Time Off Paid HolidaysNo Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.