Commercial Lines Account Manager

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 #J-18808-Ljbffr Garrett Insurance Agency