Account Manager

4 weeks ago


Dallas, Texas, United States CoVerica Full time
Job OverviewCoVerica, a Top 10 DFW Fastest Growing Property and Casualty Insurance Agency, is seeking a highly motivated professional to join our team as an Account Manager.

Key Responsibilities
  • Develop and maintain proactive communications with clients and company underwriters to ensure seamless policy management.
  • Act as the primary contact for all insurance-related questions and policy changes, providing exceptional customer service and support.
  • Develop and implement marketing strategies for assigned renewal business, gathering and organizing relevant information to effectively market accounts.
  • Support and communicate with producers, if applicable, on accounts to develop and retain business.
  • Perform periodic coverage and risk reviews to ensure the adequacy of clients' program design.
  • Identify opportunities to develop new lines of coverage for existing accounts and take advantage of them.
  • Meet agency, department, and account service goals and deadlines, ensuring timely and efficient service delivery.
  • Ensure the integrity of all client data in the Agency Management System (AMS).
  • Familiarize yourself with and adhere to agency E&O guidelines.
  • Perform other duties as requested by management and/or assigned.

Benefits
  • Comprehensive health insurance, including medical, dental, vision, life, and long-term disability insurance, at no cost to you.
  • Paid time off to recharge and maintain work-life balance.
  • Performance-based end-of-year bonuses to recognize and reward outstanding performance.
  • Access to a state-of-the-art gym and fitness facility, promoting a healthy and active lifestyle.
  • College loan repayment program to support your financial goals.
  • College tuition and other costs reimbursement program to further your education and career development.
  • Team-building activities to foster a collaborative and supportive work environment.

Requirements
  • Minimum 3 years of experience in Personal Lines Account Management.
  • Ability to speak Spanish is a plus, but not required.
  • Active General Lines Property and Casualty (P&C) Insurance License.

Soft Skills
  • Excellent verbal and written communication skills to effectively interact with clients and colleagues.
  • Basic math skills and aptitude for learning new technology to efficiently manage client data and policies.
  • Positive attitude, good listening skills, and empathy to build strong relationships with clients and colleagues.
  • Highly-organized and strong time management skills to meet deadlines and deliver exceptional service.
  • Ability to multi-task in a fast-paced environment, prioritizing tasks and managing competing demands.
  • Works with integrity and a high-level of confidentiality to protect client data and maintain trust.

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