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.
Copeland Insurance Group has been serving Americans from their headquarters in Longview, Texas since 1964, with a personal, service-driven approach earning them a place among the top businesses in the industry.
Benefits Available 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
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 knowledge
Client relationship management
Networking and client acquisition
Insurance policy recommendation
Agency account management software proficiency
Nice-to-have
Service-driven approach
Interpersonal skills
Team collaboration
Independent work ethic
Community service involvement
Key Requirements
General Property & Casualty Insurance License-TEXAS
High School Diploma or GED
Proficiency in Microsoft Excel
Ability to work independently and as part of a team