Personal Lines Account Manager

Personal Lines Account Manager

Garrett Insurance, a family‑owned and operated independent insurance agency with locations in Texas and Kansas, has been serving clients since 1918. Our mission is to provide comprehensive, customized insurance solutions that protect what matters most, offering a full range of products from bonds to health, life, personal, and commercial insurance.

The primary function of this role is to manage a designated book of clients, deliver exceptional services, support renewals and enrollments, and ensure accurate and timely processing of information. This role serves as a key liaison between clients, carriers, and internal departments to maintain high satisfaction and retention.

• 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

• Texas General Lines Property and Casualty License required
• Experience with Vertafore products – AMS
  360 and Image Right; 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
• Dependability and punctuality

Monday – Friday, 8:00 am to 5:00 pm

• Competitive Compensation Package
• 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

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.

Associate

Full‑time

Customer Service and Consulting

Insurance and Insurance Agencies and Brokerages