Commercial Lines Account Manager

Job Description

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

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

Achieve a retention rate of 92% for 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 commercial lines and other departments
• Educate the clients about the benefits of having our agency as their agency
• Proactively call cancelled business to try to win them back
• Remarket any renewals if needed and cannot upsell the renewal

Generate additional revenue for the book of business :

Conduct Account Reviews :

Provide outstanding inbound service on claims, billing questions, certificates, audits, and endorsements :

Conduct audits on new business files :

Sell new business for the agency :

Support the marketing and branding team in the following ways :

Qualifications :

Hours : Monday – Friday, 8 : 00am to 5 : 00pm

Office Location : 3190 Executive Drive, San Angelo, TX 76904

Benefits :

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.