P&C Account Manager: Grow Client Relationships

Integrity Marketing Group; Waco (TX); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

Job summary

Copeland Insurance Group in Waco, TX is hiring a Property & Casualty Account Manager to oversee an existing portfolio, strengthen client relationships, and ensure proper coverage and carrier options. You will process policy changes and renewals while maintaining accurate records and addressing client questions.

The role emphasizes service to current clients and opportunities for growth. The ideal candidate holds a Texas P&C license, a high school diploma or GED, and proficiency with agency

Qualifications

• Texas 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.
• 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

Excel

P&C license

Time management

Attention to detail

Teamwork

Education

High School Diploma or GED

Tools

Applied Epic

PL Rater

Job description

Copeland Insurance Group in Waco, TX is hiring a Property & Casualty Account Manager to oversee an existing portfolio, strengthen client relationships, and ensure proper coverage and carrier options. You will process policy changes and renewals while maintaining accurate records and addressing client questions.

The role emphasizes service to current clients and opportunities for growth. The ideal candidate holds a Texas P&C license, a high school diploma or GED, and proficiency with agency