P&C Account Manager: Client Growth & Service

Integrity Marketing Group

Henderson (NV)

On-site

USD 55,000 - 85,000

Full time

9 days ago
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Benefits offered by this job

Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Disability Insurance

Job summary

Copeland Insurance Group is seeking a dedicated Property & Casualty Account Manager to maintain and grow an existing client portfolio, ensuring proper coverage with suitable carriers.

The role requires a Nevada P&C license, a high school diploma or GED, proficiency with agency management systems (Applied Epic, PL Rater preferred), and strong Excel and organizational skills. Independence and teamwork are valued in a collaborative environment.

Qualifications

  • Nevada General Property & Casualty License required.
  • High School Diploma or GED.
  • Proficiency in agency management systems (Applied Epic, PL Rater preferred).
  • Proficient in Microsoft Excel.
  • Strong time management and organizational skills.
  • Excellent attention to detail and problem-solving abilities.
  • Ability to work independently and as part of a team.

Responsibilities

  • Manage and service an existing portfolio of P&C clients.
  • Understand clients’ insurance needs and recommend suitable coverage options.
  • Process policy changes, renewals, endorsements, and cancellations.
  • Maintain accurate client records and documentation.
  • Address and resolve client questions, concerns, and service issues.
  • Stay current on insurance products, carrier guidelines, and regulatory changes.
  • Collaborate with Sales Agents to transition new business smoothly.

Skills

Nevada P&C license
HS diploma or GED
Applied Epic
PL Rater
Microsoft Excel
time management
attention to detail
teamwork

Education

High School Diploma or GED

Tools

Applied Epic
PL Rater

Job description

Copeland Insurance Group is seeking a dedicated Property & Casualty Account Manager to maintain and grow an existing client portfolio, ensuring proper coverage with suitable carriers.

The role requires a Nevada P&C license, a high school diploma or GED, proficiency with agency management systems (Applied Epic, PL Rater preferred), and strong Excel and organizational skills. Independence and teamwork are valued in a collaborative environment.

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