Copeland Insurance Group
Property & Casualty Insurance Account Manager
Copeland Insurance Group, Longview, Texas, us, 75606
Property & Casualty Insurance Account Manager
4 days ago Be among the first 25 applicants
Copeland Insurance Group
Longview, 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
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
Referrals increase your chances of interviewing at Copeland Insurance Group by 2x
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Copeland Insurance Group
Longview, 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
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
Referrals increase your chances of interviewing at Copeland Insurance Group by 2x
#J-18808-Ljbffr