Property & Casualty Account Manager

Copeland Insurance Group

Tyler, TX, United States
On-site
Property and casualty insurance policies
Agency account management software
Microsoft excel proficiency
Copeland Insurance Group is seeking a Property & Casualty Account Manager to manage existing client relationships and identify new business opportunities. The ideal candidate should possess strong interpersonal skills and a comprehensive understanding of property and casualty insurance policies

Job Summary

  • 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.
  • Benefits Available include Medical/Dental/Vision Insurance, 401(k) Retirement Plan, Paid Holidays, PTO, Community Service PTO, FSA/HSA, Life Insurance, Short-Term and Long-Term Disability.

Matching Summary

Match Score: 85

Copeland Insurance Group is seeking a Property & Casualty Account Manager to manage existing client relationships and identify new business opportunities. The ideal candidate should possess strong interpersonal skills and a comprehensive understanding of property and casualty insurance policies.

Skills & Requirements

Must-have

  • property and casualty insurance policies
  • agency account management software
  • Microsoft Excel proficiency
  • time management and prioritization
  • attention to detail and accuracy
  • analytical and problem-solving skills

Nice-to-have

  • excellent interpersonal skills
  • agency service goals
  • work independently and as part of a team

Key Requirements

  • General Property & Casualty Insurance License-TEXAS preferred or willingness to obtain within the first 90 days
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter