Property and Causality Account Manager

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