Insurance Account Manager

2 weeks ago


Dallas, Texas, United States CoVerica Inc Full time

Why Choose CoVerica Inc?

We are a Top 10 DFW Fastest Growing Property and Casualty Insurance Agency, seeking a highly motivated professional to contribute to our team.

Our Mission:

We treat others with respect and integrity, building trust one policy at a time, and providing cost-effective solutions without surprises.

Key Responsibilities:

Develop and maintain proactive communication with clients and underwriters to ensure seamless policy management.

Act as the primary point of contact for all insurance-related inquiries and policy changes.

Develop and implement marketing strategies for assigned renewal business, gathering and organizing necessary information to effectively market accounts.

Support and communicate with producers, if applicable, to develop and retain accounts.

Perform periodic coverage and risk reviews to ensure the adequacy of client programs.

Identify opportunities to develop new lines of coverage for existing accounts.

Meet agency, department, and account service goals and deadlines.

Ensure the integrity of all client data in our management system.

Adhere to agency E&O guidelines.

Benefits:

We offer a comprehensive benefits package, including health insurance, paid time off, performance-based bonuses, and opportunities for professional growth and development.

Requirements:

Minimum 3 years of experience in Personal Lines Account Management.

Ability to speak Spanish is a plus.

Active General Lines Property and Casualty (P&C) Insurance License.

Essential Skills:

Excellent verbal and written communication skills.

Basic math skills and aptitude for learning new technology.

Positive attitude, good listening skills, and empathy.

Highly-organized and strong time management skills.

Ability to multi-task in a fast-paced environment with tight deadlines.

Works with integrity and a high-level of confidentiality.



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