Property and Casualty Account Manager

Copeland Insurance Group

Tyler, TX

About Copeland Insurance Group

Copeland Insurance Group has been serving Americans from their headquarters in Longview, Texas since 1964. Their personal, service-driven approach has earned this company a place among the top businesses in the industry. For over half of a century, Copeland Insurance Group has provided a variety of different coverage options to thousands of people across America. Copeland is an independent agency and a proud member of the Integrity Family of Companies.

Job Summary

We are looking to hire a dedicated and ambitious Property & Casualty Insurance Account Manager to join our team.

The role involves managing an existing group of clients and identifying networking opportunities to connect with new potential clients to understand their needs and offer suitable insurance products and policies.

Ultimately, the Property & Casualty Insurance Account Manager role is to ensure a positive experience for our clients, as well as meet the customers’ needs placing them with the correct product and carrier.

Ideal candidates are those with excellent interpersonal skills, a deep understanding of property and casualty insurance policies, and the ability to work towards agency service goals.

Primary Responsibilities:

• Network and build relationships with potential clients

• Understand the individual needs of the clients and recommend suitable insurance policies

• Complete all necessary paperwork related to insurance policies

• Stay up to date with changes in insurance products, compliance and regulations

• Maintain records of insurance policies sold and prospective clients

• Address and resolve clients’ complaints and queries promptly and professionally

Primary Skills & Requirements:

• General Property & Casualty Insurance License-TEXAS preferred or willingness to obtain within the first 90 days of employment.

• High School Diploma or GED

• Proficient in Agency Account Management Software (Ex: Applied Epic, PL Rater)

• Proficient in Microsoft Excel

• Effectively manage time and have the ability to prioritize tasks and use a sense of urgency to meet strict deadlines

• Strong attention to detail and accuracy

• Excellent analytical and problem-solving skills

• Ability to sit for long periods of time and execute extensive support to clients via phone and email correspondence

• Ability to work independently and as part of a team

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability