Personal Lines Account Executive Dallas

CoVerica

Personal Lines Account Executive

Full Time • Dallas
Responsive recruiter
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.
Compensation: $50,000.00 - $60,000.00 per year




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Benefits of working in the Insurance Industry

 
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)