Property and Casualty Account Manager
About The Position
Copeland Insurance Group is looking to hire a dedicated and ambitious Property & Casualty Insurance Account Manager to join their team. The role involves networking and connecting with potential clients, understanding their needs, and offering them suitable insurance products and policies. Ideal candidates are those with excellent interpersonal skills, a deep understanding of life and health insurance policies, and the ability to work towards sales targets. 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.
Requirements
- General Property & Casualty Insurance License-TEXAS preferred, but not required
- Proficient in Agency Account Management Software (Ex: Applied Epic, PL Rater)
- Proficient in Microsoft Excel
- Excellent analytical and problem-solving skills
- Strong attention to detail and accuracy
- Ability to work independently and as part of a team
- High School Diploma or GED
Responsibilities
- Network and build relationships with potential clients
- Understand the individual needs of the clients and recommend suitable insurance policies
- Complete all necessary paperwork related to insurance policies
- Stay up to date with changes in insurance products, compliance and regulations
- Maintain records of insurance policies sold and prospective clients
- Address and resolve clients’ complaints and queries promptly and professionally
Benefits
- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Paid Holidays
- PTO
- FSA/HSA
- Life Insurance
- Short-Term and Long-Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
