Associate Account Manager

Evergreen Agency Talent
  • Dallas, Texas
    19 days ago

    Job Description

    Benefits:
    • Positive Work Culture
    • 401(k) matching
    • Bonus based on performance
    • Dental insurance
    • Health insurance
    • Opportunity for advancement
    • Paid time off
    • Profit sharing
    • Vision insurance
    • Wellness resources
    CoVerica is a premier, employee-owned independent insurance agency with over 40 years of history — and we're actively expanding across the Dallas-Fort Worth market. We're looking for a Global Construction Associate Account Manager to provide administrative support to our Heavy Construction practice, partnering with Producers and senior Account Managers while building a strong, hands-on foundation in commercial property and casualty insurance.

    Role Snapshot
    • Compensation: $52,500 – $58,000 annually.
    • Work Structure: Hybrid — 2 days in office per week (Thursdays mandatory; second day flexible).
    • Insurance Experience: General lines insurance background is a plus, but not required — we'll support you toward your Texas P&C license within your first 90 days.

    POSITION OVERVIEW
    The Global Construction Associate Account Manager is an entry-level position that provides account management and administrative support to producers, executives, and senior account managers, while building foundational knowledge of commercial property and casualty insurance in the Heavy Construction sector. Leveraging Vertafore AMS360, you will help manage a book of business, ensure documentation accuracy, and support the full account service cycle from marketing through renewal.

    WHAT YOU'LL DO
    Account & Client Management
    • Assist Producers and senior Account Managers in marketing new and renewal business — determining premiums, preparing presentation packets, and maintaining underwriting and marketing information by carrier.
    • Develop and maintain proactive communication with clients and carrier underwriters on behalf of the account team.

    Policy Servicing & Documentation
    • Process non-premium bearing endorsements accurately within agency guidelines.
    • Order, audit, and organize historical loss runs from carrier systems.
    • Produce accurate auto ID cards, policies, endorsements, and certificates of insurance (COI) within AMS360 once licensed.
    • Maintain electronic client files in an orderly, up-to-date manner according to agency standards, and follow agency guidelines on every account.

    Knowledge Building & Collaboration
    • Build working knowledge of commercial rating procedures, coverages, and Heavy Construction industry operations.
    • Develop a full understanding of available insurance markets and how to place business within them.
    • Coordinate productively with clients, multi-state carriers, external vendors, and internal agency teams — including mandatory in-office Thursdays for peer mentoring and cross-team alignment.
    • Take on special projects at management's request, and stay current on commercial insurance regulations, coverage updates, and emerging risk management technology.

    WHAT YOU'LL BRING
    General lines insurance experience is not required — we're looking for strong customer service or administrative experience and a genuine desire to grow into commercial insurance account management.
    • Willingness to obtain a Texas General Lines Property & Casualty (P&C) Insurance License within your first 90 days of employment (required after hire).
    • Willingness to complete the Total CSR coursework program within your first 90 days of employment.
    • Comfort navigating AMS360 or a comparable agency management system, agency databases, and spreadsheet formatting.
    • Strong written and verbal communication skills — the ability to distill complex insurance issues into clear, concise explanations for clients.
    • Sharp attention to detail and the organizational skills to juggle multiple accounts, renewals, and deadlines at
    once.

    READY TO JOIN US?
    If you want to launch a commercial insurance career with the backing of a growing, employee-owned agency — no insurance background required, just the drive to learn — we'd love to hear from you. Apply today.

    Flexible work from home options available.

    Compensation: $52,500.00 - $58,000.00 per year




    Numbers & Facts

    LocationDallas, Texas

    Skills

    • Administrative Skillsunmatched
    • Communication Skillsunmatched
    • Constructionunmatched
    • Construction Managementunmatched
    • Customer Retention/Renewalunmatched
    • Customer Support/Serviceunmatched
    • Dental Insuranceunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Emerging Technologyunmatched
    • File Maintenanceunmatched
    • Health Insuranceunmatched
    • Insuranceunmatched
    • Insurance Documentationunmatched
    • Insurance Regulationsunmatched
    • Marketingunmatched
    • Mentoringunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Property and Casualty Insuranceunmatched
    • Risk Managementunmatched
    • Sales Managementunmatched
    • Spreadsheetsunmatched
    • Support Documentationunmatched
    • Time Managementunmatched
    • Underwritingunmatched
    • Vision Planunmatched
    • Writing Skillsunmatched

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