Personal Lines Account Manager

CoVerica; Dallas (TX); Hybrid; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Active Property & Casualty license

Licensed insurance CS experience

Jobbeschreibung

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

Build Strong Client Relationships and Grow Your Insurance Career

Are you a licensed insurance professional who enjoys helping customers, solving problems, and building lasting relationships? We're looking for a detail-oriented, customer-focused Account Manager to provide exceptional service to our existing clients while supporting new business and account growth.

In this role, you'll be a trusted point of contact for customers, helping them manage their insurance needs, reviewing coverage, processing policy changes, and identifying opportunities to provide additional protection. You'll also contribute to a collaborative team environment focused on improving processes and delivering a great customer experience.

What You'll Do

• Build and maintain strong relationships with customers to support retention and long-term loyalty.
• Respond to client questions and provide knowledgeable, professional insurance service.
• Quote new business and remarket existing accounts to help customers find appropriate coverage.
• Review customer accounts and identify opportunities for account rounding and additional coverage.
• Process policy changes, endorsements, and other customer service requests accurately and efficiently.
• Follow up with customers to secure outstanding policy documents and trailing information.
• Complete Evidence of Insurance requests.
• Document customer interactions and account activity in the agency management system.
• Follow up on claims and help ensure customers receive timely support.
• Maintain knowledge of agency products, carrier offerings, and insurance processes.
• Participate in team meetings, training, and process improvement initiatives.
• Help develop process documentation, pilot new technologies, and contribute to team projects.
• Take part in leading team meeting discussions or preparing agency activity reports as needed.

What We're Looking For

• Active Property & Casualty insurance license required.
• At least two years of experience in a licensed insurance customer service role.
• Strong customer service skills and a genuine interest in helping people.
• Excellent communication and interpersonal skills.
• Professional phone etiquette and a positive, enthusiastic attitude.
• Detail-oriented with strong organization and documentation skills.
• Ability to multitask, prioritize responsibilities, and follow through.
• Resourceful problem-solver with a sense of urgency.
• Self-starter who is coachable and eager to learn.
• Strong work ethic and leadership potential.

Work Environment & Expectations

• Hybrid work arrangement after training.
• Monday–Friday, 8:30 AM–5:00 PM working hours.
• This position is in Fort Worth, TX.
• Advance notice for planned time off.
• Active participation in team meetings and agency initiatives.
• A collaborative approach to improving workflows, processes, and customer service.