- Communicates with customers on all facets of their account service needs (i.e., policies, endorsements, audits, proofs of coverage, cancellations, etc.)
- Processes new/renewal summaries and proposals
- Renewal marketing to carriers
- Supports all efforts of account retention and growth of existing book of business
- Assists with account rounding, offers of new coverage
- Handles claims in absence of agency claims coordinator or in response to catastrophic event
- Verifies that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
- Invoices all renewal policies and collects down payments and/or premium payments, including creating premium finance agreements when applicable.
- Checks new business and renewal policies against applications and binders
- Keeps client and policy information in agency management system up to date according to procedures
- Contacts insured as needed for collecting outstanding balances according to procedures
- Ensures that all endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to procedures
- Texas General Lines Property and Casualty License
- Knowledge of Vertafore products - AMS360 and ImageRight
- Commercial Lines Account Management experience
- Computer skills (Word, Outlook, Excel)
- Excellent oral and written communication skills
- Strong attention to detail
- Dependability and punctuality
Commercial Lines Account Manager - Fredericksburg, United States - Garrett Insurance Agency
1 month ago
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
Essential Responsibilities:
The hybrid Commercial Lines Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner.
Desired Skills/Qualifications:
Minimum Required Skills/Qualifications:
Hours: Monday – Friday, 8:00am to 5:00pm w/ 1 hour lunch break (Hybrid Work Schedule)
Office Locations: 108 Theodore Specht Drive, Fredericksburg, TX 78624 or 212 Sidney Baker Street S, Kerrville, TX 78028
Benefits: Health Insurance (Medical, Dental and Vision), 401(k), Paid Time Off, Paid Holidays
No Solicitation Statement 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.