Personal Lines Growth & Retention Advisor

CoVerica Insurance; Dallas, Northern (TX, KY); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Vision insurance

Wellness resources

Positive work culture

Job summary

CoVerica Insurance in Dallas, TX is seeking a Personal Lines Client Advisor to deliver proactive client experiences, support retention, and contribute to growth. You will handle client servicing, renewal outreach, cross-selling, and collaboration with producers to ensure coverage and service excellence.

The role emphasizes relationship building, problem-solving, and timely communication in a fast-paced agency setting. Join a team focused on client success and insurance expertise.

Qualifications

• Active Property & Casualty license required.
• Experience in client-facing insurance roles preferred.
• Strong communication and relationship-building skills required.

Responsibilities

• Provide timely, professional support to clients via designated service channels.
• Handle endorsements, billing inquiries, coverage questions, and policy changes.
• Maintain accurate documentation and activity tracking within agency systems.
• Deliver high-quality client experiences focusing on communication and relationships.
• Conduct proactive renewal outreach to clients ~75 days before renewal.

Skills

Strong communication

Relationship-building

Organizational skills

Prioritization

Problem-solving

Attention to detail

Fast-paced service

Team collaboration

Continuous learning

Education

Active Property & Casualty license

Job description

CoVerica Insurance in Dallas, TX is seeking a Personal Lines Client Advisor to deliver proactive client experiences, support retention, and contribute to growth. You will handle client servicing, renewal outreach, cross-selling, and collaboration with producers to ensure coverage and service excellence.

The role emphasizes relationship building, problem-solving, and timely communication in a fast-paced agency setting. Join a team focused on client success and insurance expertise.