Personal Lines Account Executive

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.