Personal Lines Account Manager

Garrett Insurance Agency; Kerrville (TX); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive Compensation Package

Vision Insurance

Company-Paid Disability Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Competitive Compensation Package

Job summary

A family-owned independent insurance agency is seeking a Personal Lines Account Manager to manage client accounts and ensure high satisfaction. You will handle renewals, address service issues, and communicate effectively with clients and carriers. Candidates should have a Texas General Lines License and experience with agency management systems. This full-time role offers a competitive compensation package and a focus on customer service in the insurance industry.

Qualifications

• Active Texas General Lines Property and Casualty License is required.
• Experience with AMS360 and ImageRight preferred.
• Ability to manage multiple deadlines in a fast-paced environment.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Serve as primary contact for assigned clients.
• Coordinate the renewal process for client accounts.
• Collaborate with internal and external departments.
• Assist in new business opportunities and onboarding materials.
• Document client interactions in the management system.

Skills

Excellent verbal and written communication skills

Strong interpersonal skills

Highly organized

Client-first mentality

Teamwork & independence

Education

Texas General Lines Property and Casualty License

Tools

Microsoft Office Suite

Vertafore products – AMS360 and ImageRight

MS Office

Job description

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.

Position Summary

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.

Key Responsibilities

Client Service and Relationship Management

• 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

Revenue Growth and Account Development

• Review accounts during client interactions and recommend improved coverage
• Identify account rounding opportunities and pursue them proactively
• Identify coverages held with other agents

Renewals and Plan Marketing

• 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

New Business and Sales

• 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

Team and Carrier Coordination

• 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

Qualifications

• Texas General Lines Property and Casualty License required
• Experience with Vertafore products – AMS360 and ImageRight; 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

Hours

Monday – Friday, 8:00 am to 5:00 pm

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

No Solicitation Notification to Agencies

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.

Seniority level

Associate

Employment type

Full‑time

Job function

Customer Service and Consulting

Industries

Insurance and Insurance Agencies and Brokerages