Property & Casualty Account Manager

Copeland Insurance Group

Tyler, TX, United States
On-site
Property & casualty insurance policies
Agency service goals
Microsoft excel proficiency
Copeland Insurance Group is seeking a Property & Casualty Account Manager to manage existing clients and develop new business relationships. The ideal candidate should possess strong interpersonal skills and a deep understanding of property and casualty insurance, along with a commitment to excellent client service

Job Summary

  • 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.
  • Network and build relationships with potential clients, understand their individual needs, and recommend suitable insurance policies.
  • Benefits include Medical/Dental/Vision Insurance, 401(k) Retirement Plan, Paid Holidays, PTO, Community Service PTO, FSA/HSA, Life Insurance, and Short-Term and Long-Term Disability.

Matching Summary

Match Score: 85

Copeland Insurance Group is seeking a Property & Casualty Account Manager to manage existing clients and develop new business relationships. The ideal candidate should possess strong interpersonal skills and a deep understanding of property and casualty insurance, along with a commitment to excellent client service.

Skills & Requirements

Must-have

  • Property & Casualty insurance policies
  • Agency service goals
  • Microsoft Excel proficiency
  • Time management and prioritization
  • Attention to detail and accuracy
  • Analytical and problem-solving skills

Nice-to-have

  • Interpersonal skills
  • Networking and relationship building
  • Client complaint resolution

Key Requirements

  • General Property & Casualty Insurance License-TEXAS preferred or willingness to obtain within the first 90 days
  • High School Diploma or GED
  • Proficient in Agency Account Management Software (Ex: Applied Epic, PL Rater)
  • Ability to sit for long periods and execute extensive support via phone and email

Work Rights

Not specified

Tailored Resume

Cover Letter