Personal Lines Account Manager

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

Job Summary:

To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. Account Managers focus on growth within their current book of business while also backing up their co-workers.

Essential Responsibilities:

The Personal Lines Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner.

Work to achieve a retention rate of 92% on your book of business

• Proactively reach out to clients
• Conduct ongoing account reviews for your designated portion of the business
• Work efficiently and effectively with clients on their policies
• Effective account rounding
• Generate referrals for personal lines and other departments
• Educate the clients about the benefits of having our agency as their agency
• Proactively call canceled business to try to win them back
• Remarket any renewals if needed and cannot upsell the renewal

Generate additional revenue on the book of business

• Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases
• Identify account rounding opportunities and proactively pursue them
• Identify coverages that clients have with other agents
• Generate demand for coverages the client did not know they needed (i.e., boat, umbrella, etc.)

Conduct Account reviews

• Complete 100% of account reviews assigned to you each week, which includes reviewing potential discounts and coverage gaps
• Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing
• Follow agency remarketing guidelines

Provide outstanding inbound service on claims, billing questions, and endorsements

• Work to manage clients’ expectations
• Follow up via phone or email with clients
• Use every opportunity to confirm and update client contact information
• Educate clients on the benefits of using our agency
• Service Personal Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures
• Document the management system
• Follow agency service standards on follow up and follow through

Conduct audits on new business files

• Check new business files for accuracy and update any missed new business items
• Send any onboarding materials to clients post-sale

Sell new business for the agency

• Take new business opportunities and quote them either on the phone or book an appointment with the person to review quotes no more than 48 hours later
• If Producer cannot complete sale within agency standard timeframe (AM gets 50% of new business commission if they write it)
• Follow the agency sales process and follow up according to the sales process
• Hold the target agency closing ratio

Work to support the marketing and branding team in the following ways:

• Suggest blog, email and social media topics to the marketing department
• Share agency social media posts on personal social networks
• Participate in pictures and agency branding opportunities when invited
• Ask for Google reviews

Qualifications:

• Texas General Lines Property and Casualty License required
• Personal Lines Account Management experience
• Knowledge of Vertafore products - AMS360 and ImageRight; proficiency with Microsoft Office (Word, Excel, Outlook)
• Excellent oral and written communication skills
• Possess and maintain a positive attitude, including positive working relationships with clients and agency personnel
• Strong attention to detail
• Dependability and punctuality

Hours: Monday – Friday, 8:00am to 5:00pm w/ 1 hour lunch break

Office Location: 108 Theodore Specht Drive, Fredericksburg, TX 78624

Benefits:

• Competitive Compensation
• 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 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.