Commercial Lines Account Manager

Garrett Insurance Agency; Kerrville (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Vision Insurance

Disability Insurance

Supplemental Insurance (Critical Ill,

Pet Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Garrett Insurance Agency in Kerrville, TX seeks a Commercial Lines Account Manager to provide professional service to new and existing clients, support account retention, and assist with policy servicing and documentation. You will market new and renewal business, verify policy binding, review and process endorsements and certificates, maintain accurate client records, and support claims when needed.

This role requires strong communication, attention to detail, and ability to work independently

Qualifications

• Active Texas General Lines Property and Casualty License required.
• Experience as a Commercial Lines Account Manager focused on policy servicing, renewals, and client retention.
• Knowledge of E&S markets preferred.
• Experience with agency management systems (Applied Epic or similar).
• Proficiency with MS Office; strong communication skills.
• Excellent organizational and multitasking abilities; detail oriented.
• Customer-first mindset; reliable and able to work both independently and with a team.
• Ability to travel locally on occasion.

Responsibilities

• Serve as primary contact for commercial clients; respond to inquiries on policies, endorsements, renewals, and certificates.
• Support client retention by identifying cross-sell opportunities and completing proposals.
• Prepare renewals, new business proposals, and coverage summaries.
• Assist with claims reporting and related support when needed.
• Market and bind new and renewal business with carriers; verify binding prior to effective date.
• Maintain accurate client and policy records in the agency system.
• Process endorsements, audits, cancellations, and certificates of insurance.
• Communicate effectively with insureds and internal teams; attend to administrative duties.
• Travel locally as required by business needs.

Skills

Commercial lines account management

Client relationship management

Verbal and written communication

Organizational skills

Time management

Attention to detail

Independent and collaborative work

Tools

Applied Epic

Microsoft Office Suite

Job description

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

Benefits

• 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