Account Manager (Insurance)

Integrity; Longview (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Disability Insurance

Job summary

Copeland Insurance Group in Texas is seeking a Property & Casualty Insurance Account Manager to manage existing client groups and identify opportunities to connect with new clients. You will understand client needs and place them with appropriate products and carriers, ensuring a positive client experience.

The ideal candidate has strong interpersonal skills and a deep knowledge of P&C policies, with the ability to work toward agency service goals and deadlines.

Qualifications

• P&C license in Texas preferred or willing to obtain within 90 days.
• High School Diploma or GED required.
• Proficient with agency account management software and Excel.
• Strong time-management and ability to meet deadlines.
• Excellent analytical and communication skills.

Responsibilities

• Network and build relationships with potential clients.
• Understand client needs and recommend suitable insurance policies.
• Complete all paperwork related to policies.
• Stay up to date with insurance products, compliance and regulations.
• Maintain records of policies sold and prospects.
• Address and resolve client inquiries promptly and professionally.

Skills

P&C License TX

High School Diploma

Applied Epic

PL Rater

Microsoft Excel

Time Management

Attention to Detail

Analytical Skills

Phone & Email Support

Independent & Team Player

Education

High School Diploma or GED

Tools

Applied Epic

PL Rater

Job description

Property & Casualty Insurance Account Manager

Copeland Insurance Group

Longview or Tyler, TX

About Copeland Insurance Group

Copeland Insurance Group has been serving Americans from their headquarters in Longview, Texas since 1964. Their personal, service-driven approach has earned this company a place among the top businesses in the industry. For over half of a century, Copeland Insurance Group has provided a variety of different coverage options to thousands of people across America. Copeland is an independent agency and a proud member of the Integrity Family of Companies.

Job Summary

We are looking to hire a dedicated and ambitious Property & Casualty Insurance Account Manager to join our team.

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.

Ideal candidates are those with excellent interpersonal skills, a deep understanding of property and casualty insurance policies, and the ability to work towards agency service goals.

Primary 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

Primary Skills & Requirements

• General Property & Casualty Insurance License-TEXAS 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

Benefits Available

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.