Personal Lines Account Manager

CoVerica•Dallas, TX

2h•$50,000 - $65,000•Hybrid

About The Position

The Personal Lines Account Manager provides exceptional service to existing insurance clients while supporting new business and account growth. This role serves as a trusted point of contact, helping customers manage insurance needs, review coverage, process policy changes, and identify opportunities for additional protection. The Account Manager works collaboratively to improve processes and deliver a positive customer experience. The position is based in Fort Worth, Texas, with a hybrid work arrangement available after training. Work hours are Monday through Friday, 8:30 AM to 5:00 PM.

Requirements

Active Property & Casualty insurance license.
At least two years of experience in a licensed insurance customer service role.
Strong customer service skills and a genuine interest in helping people.
Excellent communication and interpersonal skills.
Professional phone etiquette and a positive, enthusiastic attitude.
Detail-oriented, with strong organization and documentation skills.
Ability to multitask, prioritize responsibilities, and follow through.
Resourceful problem-solver with a sense of urgency.
Self-starter who is coachable and eager to learn.
Strong work ethic and leadership potential.

Responsibilities

Build and maintain strong customer relationships to support retention and long-term loyalty.
Respond to client questions and provide knowledgeable, professional insurance service.
Quote new business and remarket existing accounts to help customers find appropriate coverage.
Review customer accounts and identify opportunities for account rounding and additional coverage.
Process policy changes, endorsements, and other customer service requests accurately and efficiently.
Follow up with customers to obtain outstanding policy documents and trailing information.
Complete Evidence of Insurance requests.
Document customer interactions and account activity in the agency management system.
Follow up on claims and help ensure customers receive timely support.
Maintain knowledge of agency products, carrier offerings, and insurance processes.
Participate in team meetings, training, and process improvement initiatives.
Help develop process documentation, pilot new technologies, and contribute to team projects.
Lead team meeting discussions or prepare agency activity reports as needed.
Provide advance notice for planned time off and actively participate in team meetings and agency initiatives.
Collaborate to improve workflows, processes, and customer service.