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
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.
Copeland Insurance Group has been serving Americans from their headquarters in Longview, Texas since 1964, offering a variety of different coverage options to thousands of people across America.
Matching 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.
Skills & Requirements
Must-have
Property & Casualty Insurance
Client Needs Assessment
Policy Recommendation
Agency Account Management Software
Microsoft Excel Proficiency
Time Management and Prioritization
Nice-to-have
Interpersonal Skills
Service-Driven Approach
Networking Opportunities
Team Collaboration
Independent Agency Experience
Key Requirements
General Property & Casualty Insurance License-TEXAS preferred