Benefits:

Bonus based on performance

Paid time off

Training & development

Tuition assistance

Dental insurance

Health insurance

Vision insurance

Why 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.

Personal Lines Account Executive Job Description:

Inbound Sales: New Business Cross Sell & Retention Specialist for House Business This position is intended to be an inbound sales & retention position, specifically focusing on new business growth and retention of CoVerica House business, placing principal emphasis on enhancing the Client Experience

Responsibilities:

Interacting with customers through various channels to offer comprehensive support and guidance to existing clients.

Handling inbound client retention and account rounding activities within agency

cross-selling additional lines of business to round out accounts, help maintain and grow profitability.

department specific retention objectives, such as book roll, as well as other directives specific to inbound agency retention

inbound customer engagement specifically focused on agency retention of both CoVerica’ s house book of business, as well as in support of current CoVerica personal lines producers.

understanding each customer’s unique needs and recommending tailored insurance solutions by reviewing their entire account

completing a comprehensive review of the client’s renewals. (Review coverages, inquire about life changes, identify coverage gaps, recommend coverage upgrades/new policies as appropriate

recognizing opportunities to promote additional insurance products, policy upgrades by way of endorsements and policy benefits on current policy renewals and using front-line underwriting to identify good candidates for shopping their renewals within our marketplace.

obtaining and retaining trailing documents. (i.e., proof of discount eligibility, automatic payment agreements, applications, cancellation forms, etc.)

staying up to date on market & industry trends, educating client during review process, selling value not price during inbound remarket process

utilizing Sales Force/AMS 360 to maintain accurate records of client interactions and policy details.

Requirements

a TX Property & Casualty license or willing to obtain license (must be actively working on P&C and must be actively licensed within 30 days of hire)

Excellent communication skills, both verbal and written, with the ability to effectively interact with clients and colleagues in a professional manner

Display detail-oriented focus, strong organizational skills and the ability to multitask effectively

Display Ability to work independently and prioritize tasks in a fast-paced environment

The Personal Lines Account Executive will report directly to the Sr. Integration and Retention specialist, and will be held accountable to goals and directives as established.