About this opportunity
Garrett Insurance Agency lists this Commercial Lines Account Manager (Kerrville) opportunity in kerrville, Texas. Review the employer’s description below for duties, qualifications and application requirements.
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.
Commercial Lines Account Manager
Position 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 Servicing
Serves as the primary point of contact for commercial clients, responding promptly to inquiries regarding policies, endorsements, renewals, audits, certificates of insurance, cancellations, and other servicing needs.
Builds and maintains strong client relationships by delivering timely, accurate, and professional service.
Supports client retention efforts by identifying opportunities to round accounts and recommends additional coverage solutions.
Prepares and presents new business and renewal proposals and coverage summaries.
Assists with claims reporting and claims-related support when necessary, including coverage during the absence of the agency Claims Coordinator or in response to catastrophic events.
Policy Administration and Accuracy
Markets new and renewal business with insurance carriers to secure competitive coverage options.
Verifies that all policies are properly bound with carriers in writing prior to or on the effective date of the policy.
Reviews new business and renewal policies for accuracy by comparing issued policies against applications, binders, and coverage requests.
Processes endorsements, audits, cancellations, finance agreements, certificates of insurance, and other policy transactions accurately and within established service standards.
Maintains complete and accurate client and policy records within the agency management system.
Invoices renewal policies, collects premium payments and down payments, and prepares premium finance agreements when applicable.
Contacts insureds as needed for collecting outstanding balances according to procedures.
Performs other duties as assigned.
Qualifications:
Active Texas General Lines Property and Casualty License required
Previous experience as a Commercial Lines Account Manager with responsibilities aligned to commercial policy servicing, renewals, client relationship management, and account retention
Knowledge of E&S markets (Excess & Surplus lines) preferred
Experience with Applied Epic; will consider other agency management systems
Proficiency with Microsoft Office Suite
Excellent verbal and written communication skills
Strong organizational, time management, and multitasking abilities
Exceptional attention to detail and commitment to accuracy
Professional demeanor with a customer-first mindset
Reliable, dependable, and able to work both independently and collaboratively
Ability to travel locally on an occasional basis as business needs require
Hours: Monday – Friday, 8:00am to 5:00pm
Office Location: 212 Sidney Baker Street S., Kerrville, TX 78028
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
No Solicitation Notification to Agencies: Please note that Keystone 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 will not consider or approve payment to any third parties for hires made.
Worksite address
kerrville, TX, 78028, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.