P&C Account Manager

Integrity; Wilsonville (OR); On-site; USD 36,000 - 54,000; Full time

Job summary

Integrity is seeking an Insurance Office Assistant to support a small, fast-paced P&C office. This desk-based role focuses on data entry, file management, and front-desk operations in a collaborative environment.

You’ll work closely with a tight-knit team to ensure accurate client records, smooth receptionist duties, and ongoing system clean-up and onboarding improvements. Training is provided, with room for growth.

Qualifications

• Strong data entry and administrative experience.
• Comfortable in a desk-based, in-office role.
• Ability to learn quickly and adapt to new systems.
• Detail-oriented, organized, and reliable.
• Strong communication skills for phone and in-person interactions.
• Comfortable in a fast-paced, evolving environment.

Responsibilities

• Perform high-volume clerical and data entry work within insurance systems.
• Answer and route incoming phone calls (receptionist-style support).
• Review, update, and maintain client files and spreadsheets.
• Scan and digitize paper files.
• Assist with system clean-up and onboarding process improvements.
• Navigate multiple internal software platforms in a fast-paced environment.
• Support a P&C retail/consumer insurance book across dozens of carriers.

Skills

Data entry

Administrative experience

Phone & in-person communication

Quick learner

Detail-oriented

Team player

Tools

Applied Epic

AMS360

Microsoft 365

Excel

Job description

About The Role

Copeland Insurance is seeking a motivated, detail‑oriented Insurance Office Assistant to support a small, fast‑paced Property & Casualty (P&C) insurance office. This role is heavily clerical and ideal for someone who is comfortable with data entry, navigating multiple systems, and learning insurance operations from the ground up. Training is provided, and there is strong long‑term growth potential.

Property & Casualty Support Specialist

Copeland Insurance is seeking a motivated, detail‑oriented Insurance Office Assistant to support a small, fast‑paced Property & Casualty (P&C) insurance office. This role is heavily clerical and ideal for someone who is comfortable with data entry, navigating multiple systems, and learning insurance operations from the ground up. Training is provided, and there is strong long‑term growth potential.

You’ll be working in a small office environment (3–6 people) supporting day‑to‑day administrative and front‑desk operations while the leadership team continues to clean up and modernize internal systems.

Day‑to‑Day Responsibilities

• Perform high‑volume clerical and data entry work within insurance systems (Epic Mangement)
• Answer and route incoming phone calls (receptionist‑style support)
• Review, update, and maintain client files and spreadsheets
• Scan and digitize paper files
• Assist with system clean‑up and onboarding process improvements
• Navigate multiple internal software platforms in a fast‑paced environment
• Support a P&C retail/consumer insurance book across dozens of carriers

Required Qualifications

• Strong data entry and administrative experience
• Comfortable working in a desk‑based, in‑office role
• Ability to learn quickly and adapt to new systems and processes
• Detail‑oriented, organized, and reliable
• Strong communication skills for phone and in‑person interactions
• Comfortable in a fast‑paced, evolving environment

Preferred Qualifications

• Prior experience in insurance (especially P&C)
• Familiarity with Applied Epic and/or AMS360
• Microsoft 365 experience (Excel, Outlook, Word)
• Basic Excel skills; pivot tables are a plus
• Active insurance license (not required, but a plus)

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.