Are you an organized, enthusiastic individual with a knack for building relationships? Look no further! Garrett Insurance, Hill City location is seeking a dedicated Account Manager to join our dynamic team.

Position: Account Manager
Location: Hill City
Hours: 8:00am - 4:30pm

Contact Baylee Pfeifer at 785-656-3858 or email your resume to baylee@garrettinsurance.com.

Benefits: 

- Health, Dental, & Vision Insurance

- Short - Term Disability (Long-Term options avaliable) 

- 401K

- Life Insurance (family optoins avaliable) 

- Paid Holidays

- Paid Vacation/Sick 

- Commission Opportunities

- Incentive/Bonus Structure 

Mission of the Account Manager

To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. Account managers focus on growth within their current book of business while also backing up their co-workers. 

Key Responsibilities of This Role

1. Maintain the agency standard retention rate on your book of business

   1. Proactively reach out to clients

   2. Conduct ongoing account reviews for your designated portion of the business

   3. Work efficiently and effectively with clients on their policies

   4. Effective account rounding

   5. Educate the clients about the benefits of having our agency as their agency

2. Generate additional revenue on the book of business

   1. Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases

   2. Identify account rounding opportunities and proactively pursue them

      1. Identify coverages that clients have with other agents

      2. Generate demand for coverages the client didn’t know they needed (i.e. boat, umbrella, etc.)

3. Conduct account reviews

   1. Complete 100% of account reviews assigned to you each week.  This includes reviewing potential discounts and coverage gaps

   2. Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing

   3. Follow agency remarketing guidelines 

4. Provide outstanding inbound service on claims, billing questions and endorsements

   1. Work to manage clients’ expectations

   2. Follow up via phone or email with clients

   3. Use every opportunity to confirm and update client contact information 

   4. Educate clients on the benefits of using our agency

   5. Service Personal Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures

   6. Document the management system

   7. Follow agency service standards on follow up and follow through

5. Positive attitude and efficient work ethic

   1. Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions

   2. Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel

6. Conduct audits on new business files 

   1. Check new business files for accuracy

   2. Send any onboarding materials to clients post-sale

   3. Update any missed new business items

7. Sell new business for the agency

   1. Take new business opportunities and quote them either on the phone or book an appointment with the person to review quotes no more than 48 hours later

   2. Follow the agency sales process

   3. Follow up according to the sales process

8. Work to support the marketing and branding team in the following ways:

   1. Suggest blog, email and social media topics to the marketing department

   2. Share agency social media posts on personal social networks

   3. Participate in pictures and agency branding opportunities when invited

9. Other responsibilities as directed by your manager