[Hiring] Personal Lines Account Manager @Keystone Agency Partners LLC

Role Description

The primary function of this role is to manage a designated book of clients, deliver exceptional service, support renewals and enrollments, and ensure the 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

• Active Texas General Lines Property and Casualty license, or ability to obtain within 90 days of hire
• Personal Lines Account Management experience
• Experience with Applied Epic; 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
• Strong attention to detail
• Dependability and punctuality
• Ability to pass a criminal background check, as permitted by law

Benefits

• Competitive Compensation Package
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off and Paid Holidays