Note: The job is a remote job and is open to candidates in USA. Garrett Insurance is a family-owned independent insurance agency committed to delivering personalized insurance solutions. The Personal Lines Account Manager will manage a designated book of clients, ensuring exceptional service, supporting renewals, and serving as a liaison between clients and internal departments.
Responsibilities
- 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
- Address and resolve service issues related to billing, eligibility, claims, and coverage
- Review accounts during client interactions and recommend improved coverage
- Identify account rounding opportunities and pursue them proactively
- Identify coverages held with other agents
- 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
- Document all interactions in the management system
- 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
- Earn commission when writing business not closed by Producer
- 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
- Participate in team meetings and support agency-wide initiatives
Skills
- Active Texas General Lines Property and Casualty license, or ability to obtain within 90 days of hire
- Personal Lines Account Management experience
- Experience with Applied Epic; 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
- Dependability and punctuality
- Ability to pass a criminal background check, as permitted by law
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 and Paid Holidays
Company Overview