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.
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 and Casualty Insurance
Client Relationship Management
Insurance Policy Sales
Agency Account Management Software
Nice-to-have
Service-driven approach
Interpersonal skills
Networking opportunities
Work towards agency goals
Key Requirements
General Property & Casualty Insurance License
High School Diploma or GED
Proficient in Microsoft Excel
Ability to work independently and as part of a team