P&C Account Manager

Integrity•Wilsonville, OR

2d•Onsite

About The Position

Copeland Insurance Group is seeking a dedicated and ambitious Property & Casualty Insurance Account Manager to manage an existing client base and identify new networking opportunities. The role involves understanding client needs, offering suitable insurance products, and ensuring a positive client experience by placing them with the correct product and carrier. The ideal candidate will possess excellent interpersonal skills, a strong understanding of property and casualty insurance, and the ability to meet agency service goals.

Requirements

General Property & Casualty Insurance License- TX, NV, OK, and/or OR preferred or willingness to obtain within the first 90 days of employment.
High School Diploma or GED
Proficient in Agency Account Management Software (Ex: Applied Epic, PL Rater)
Proficient in Microsoft Excel
Effectively manage time and have the ability to prioritize tasks and use a sense of urgency to meet strict deadlines
Strong attention to detail and accuracy
Excellent analytical and problem-solving skills
Ability to sit for long periods of time and execute extensive support to clients via phone and email correspondence
Ability to work independently and as part of a team

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