Global Construction Associate Account Manager

CoVerica Insurance; Dallas (TX); Hybrid; USD 53,000 - 58,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Dental insurance

Vision insurance

Paid time off

Profit sharing

Wellness resources

Positive Work Culture

Opportunity for advancement

Job summary

CoVerica Insurance, a premier employee-owned independent agency serving the Dallas–Fort Worth market, seeks a Global Construction Associate Account Manager to support heavy construction accounts and partner with Producers and senior Account Managers.

In this role you’ll gain hands-on experience with commercial property and casualty insurance, manage a book of business in AMS360, and grow toward a Texas P&C license within 90 days while working a hybrid schedule with in-office Thursdays.

Qualifications

• Customer service or administrative experience is required.
• Willingness to obtain a Texas General Lines P&C license within 90 days.
• Willingness to complete the Total CSR coursework within 90 days.
• Ability to use AMS360 or similar agency management systems.
• Strong written and verbal communication and organization skills.

Responsibilities

• Support producers and senior account managers in marketing new and renewal business.
• Maintain underwriting and marketing information by carrier.
• Prepare client communications and COIs; respond to endorsements.
• Manage documentation and electronic files; support the account service cycle.

Skills

Customer service

Administrative tasks

Communication

Time management

Tools

AMS360

Excel

Job description

Benefits:

• Positive Work Culture
• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Vision insurance
• Wellness resources

CoVerica is a premier, employee-owned independent insurance agency with over 40 years of history — and we're actively expanding across the Dallas-Fort Worth market. We're looking for a Global Construction Associate Account Manager to provide administrative support to our Heavy Construction practice, partnering with Producers and senior Account Managers while building a strong, hands-on foundation in commercial property and casualty insurance.

Role Snapshot

• Compensation: $52,500 – $58,000 annually.
• Work Structure: Hybrid — 2 days in office per week (Thursdays mandatory; second day flexible).
• Primary Technology: Vertafore AMS360 Agency Management System.
• Insurance Experience: General lines insurance background is a plus, but not required — we'll support you toward your Texas P&C license within your first 90 days.

A LITTLE BIT ABOUT COVERICA

• Recognized as a Top 10 DFW Fastest Growing Property & Casualty Insurance Agency by the Dallas Business Journal.
• In business for over 40 years, with an in-place succession plan to remain independent for the next 40.
• Part of the national SIAA network — together, we represent nearly $12.5 billion in insurance premium.

WHY COVERICA

• The market access, carrier relationships, and technology of a premier, growing agency with over 40 years of history.
• The agility, autonomy, and true sense of ownership that only an independent, employee-owned firm can offer.
• A team that lives by two simple rules: we treat others as ourselves, and we do the right thing — even when it hurts.

POSITION OVERVIEW

The Global Construction Associate Account Manager provides account management and administrative support to producers, executives, and senior account managers, while building foundational knowledge of commercial property and casualty insurance in the Heavy Construction sector. Leveraging Vertafore AMS360, you will help manage a book of business, ensure documentation accuracy, and support the full account service cycle from marketing through renewal.

WHAT YOU'LL DO

Account & Client Management

• Assist Producers and senior Account Managers in marketing new and renewal business — determining premiums, preparing presentation packets, and maintaining underwriting and marketing information by carrier.
• Develop and maintain proactive communication with clients and carrier underwriters on behalf of the account team.
• Assist clients in submitting first reports of claims and coordinate follow-up with carriers.
• Respond to client needs on endorsements, certificates of insurance, and billing questions.

Policy Servicing & Documentation

• Process non-premium bearing endorsements accurately within agency guidelines.
• Order, audit, and organize historical loss runs from carrier systems.
• Produce accurate auto ID cards, policies, endorsements, and certificates of insurance (COI) within AMS360 once licensed.
• Maintain electronic client files in an orderly, up-to-date manner according to agency standards, and follow agency Errors & Omissions (E&O) guidelines on every account.

Technology & Workflow Management

• Utilize AMS360 to run a structured workflow follow-up loop, monitoring outstanding carrier orders, client correspondence, and past-due items.
• Meet agency, department, and account service goals and deadlines while managing a high-volume personal workload.

Knowledge Building & Collaboration

• Build working knowledge of commercial rating procedures, coverages, and Heavy Construction industry operations.
• Develop a full understanding of available insurance markets and how to place business within them.
• Coordinate productively with clients, multi-state carriers, external vendors, and internal agency teams — including mandatory in-office Thursdays for peer mentoring and cross-team alignment.
• Take on special projects at management's request, and stay current on commercial insurance regulations, coverage updates, and emerging risk management technology.

WHAT YOU'LL BRING

• General lines insurance experience is a plus, but not required — we're looking for strong customer service or administrative experience and a genuine desire to grow into commercial insurance account management.
• Willingness to obtain a Texas General Lines Property & Casualty (P&C) Insurance License within your first 90 days of employment (required after hire).
• Willingness to complete the Total CSR coursework program within your first 90 days of employment.
• Comfort navigating AMS360 or a comparable agency management system, agency databases, and spreadsheet formatting.
• Strong written and verbal communication skills — the ability to distill complex insurance issues into clear, concise explanations for clients.
• Sharp attention to detail and the organizational skills to juggle multiple accounts, renewals, and deadlines at once.

Flexible work from home options available.