Licensed Personal Lines Account Manager — Client Growth & Service

CoVerica; Dallas (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

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

Job summary

CoVerica is seeking a licensed Account Manager in Fort Worth, TX, to support existing clients and drive new business opportunities. You will review coverage, process policy changes, and deliver exceptional customer service while contributing to process improvements and team initiatives.

The role emphasizes building relationships, proactive client communication, and accurate account management in a collaborative environment at a hybrid work pace.

Qualifications

• Active Property & Casualty license required.
• At least two years of experience in a licensed insurance customer service role.
• Strong customer service, communication, and interpersonal skills.
• Detail-oriented with solid organizational and documentation skills.

Responsibilities

• Build and maintain strong relationships with customers to support retention.
• Respond to client questions with knowledgeable, professional service.
• Quote new business and remarket existing accounts to meet coverage needs.
• Review customer accounts and identify opportunities for additional coverage.
• Process policy changes, endorsements, and other service requests accurately.
• Follow up on outstanding policy documents and trailing information.
• Complete Evidence of Insurance requests.
• Document interactions and account activity in the agency system.
• Follow up on claims to ensure timely support.
• Maintain knowledge of agency products, carrier offerings, and processes.
• Participate in team meetings, training, and process improvements.
• Help develop process docs and pilot new technologies.

Skills

Active Property & Casualty license

Licensed insurance CS experience

Job description

CoVerica is seeking a licensed Account Manager in Fort Worth, TX, to support existing clients and drive new business opportunities. You will review coverage, process policy changes, and deliver exceptional customer service while contributing to process improvements and team initiatives.

The role emphasizes building relationships, proactive client communication, and accurate account management in a collaborative environment at a hybrid work pace.