Property and Casualty Account Manager

Property & Casualty Account Manager  Copeland Insurance Group
About Copeland Insurance Group
Copeland Insurance Group, an Integrity company, 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. 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.

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
Maintain records of insurance policies sold and prospective clients
Address and resolve clients’ complaints and queries promptly and professionally

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
Ability to sit for long periods of time and execute extensive support to clients via phone and email correspondence
Medical/Dental/Vision Insurance
~401(k) Retirement Plan
~ Paid Holidays
~ Community Service PTO
~ Life Insurance
~ Short-Term and Long-Term Disability

Integrity  is one of the nation’s leading independent distributors of life, health and wealth insurance products. Integrity  is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Headquartered in Dallas, Texas,  Integrity  is committed to meeting Americans wherever they are — in person, over the phone or online.  Integrity’s  employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Employment Type:

Full Time
Bonus/Commission:
No