Personal Lines Account Manager

3 days ago

Dallas, Texas, United States CoVerica, Inc. Full time $60,000 - $80,000 per year

Job Requirements:

  • Active General Lines Property and Casualty (P&C) Insurance License
  • 3 Years of Personal Lines Account Management experience minimum required
  • Ability to speak Spanish is a plus

Why join CoVerica:

CoVerica is a Top 10 DFW Fastest Growing Property and Casualty Insurance Agencies as designated by Dallas Business Journal and is seeking a highly motivated professional to join our team.

Our Mission… We treat others as ourselves, building trust one policy at a time, saving money without surprises.

Primary Job Responsibilities:

  • Develops and maintains proactive communications with clients and company underwriters
  • Acts as primary contact for all insurance questions and policy changes
  • Develops marketing strategy for assigned renewal business; gathers and organizes appropriate information required to market accounts
  • Supports and communicates with producers, if applicable, on accounts to the extent necessary to develop and retain accounts
  • Performs periodic coverage and risk reviews to ensure the adequacy of the client's program design
  • Takes advantage of every available opportunity to develop new lines of coverage for existing accounts
  • Meets agency, department and account service goals and deadlines
  • Responsible for integrity of all client data in AMS
  • Be familiar with and follow agency E&O guidelines.
  • Other duties as requested by management and/or as assigned

Experience:

  • 3 Years of Personal Lines Account Management experience minimum required
  • Ability to speak Spanish is a plus

License/Certification:

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

Soft 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 within tight deadlines
  • Works with integrity and a high-level of confidentiality

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