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Account Manager

CoVerica

Account Manager

Dallas, TX
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Paid time off

    Training & development

    Tuition assistance

    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

    Benefits to Employees:

    Health Insurance: Medical, Dental, Vision, Life and Long-Term Disability Insurance added at no cost to you

    Paid Time Off

    Performance-based end-of-year bonuses

    Gym/Fitness Facility with employee keycard access

    College Loan Repayment Program

    College Tuition and other costs reimbursement program

    Team building activities

    Requirements:

    3 Years of Personal Lines Account Management experience minimum required

    Ability to speak Spanish is a plus

    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