Commercial Customer Account Manager
3 weeks ago
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 has since flourished through generations of family management. 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.
Commercial Lines Account Manager
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.
Client Communication and Policy Servicing
Communicates with customers on all facets of their account service needs including policies, endorsements, audits, proofs of coverage, and cancellations.
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 Accuracy
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.
Previous experience in a Commercial Lines Account Management role that directly aligns with the specific responsibilities for this position
will consider other agency management systems
Proficiency with Microsoft Office Suite
Ability to travel locally on occasion
Hours: Monday – Friday, 8:00am to 5:00pm
Office Locations:
~Health Insurance Plans (PPO, HSA, Copay Options)
~ Dental Insurance
~ Company Paid Disability Insurance
~ Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
~Paid Holidays
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.
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