Client-Centric P&C Insurance Account Manager

Integrity; Tyler (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Copeland Insurance Group in Longview, TX, is seeking a dedicated Property & Casualty Insurance Account Manager to manage an existing book of commercial clients and identify opportunities to place them with appropriate policies and carriers.

Ideal candidates will have a TX P&C license or be willing to obtain within 90 days, plus proficiency with agency software and Excel, strong communication, and the ability to work independently or in a team.

Qualifications

• License in General Property & Casualty Insurance, Texas preferred or willing to obtain within 90 days.
• High School Diploma or GED.
• Proficient in Agency Account Management Software (Applied Epic, PL Rater).
• Proficient in Microsoft Excel.
• Strong time management and ability to prioritize tasks.
• Attention to detail and accuracy with administrative work.
• Analytical and problem-solving skills; able to work independently and in a team.

Responsibilities

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

Education

High School Diploma or GED

Tools

Applied Epic

PL Rater

Microsoft Excel

Job description

Copeland Insurance Group in Longview, TX, is seeking a dedicated Property & Casualty Insurance Account Manager to manage an existing book of commercial clients and identify opportunities to place them with appropriate policies and carriers.

Ideal candidates will have a TX P&C license or be willing to obtain within 90 days, plus proficiency with agency software and Excel, strong communication, and the ability to work independently or in a team.