P&C Insurance Account Manager: Client Growth & Service

integritymarketing; Longview (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Copeland Insurance Group is seeking a dedicated Property & Casualty Insurance Account Manager to oversee an existing group of clients, identify networking opportunities, and connect with new potential clients to meet their needs with suitable insurance products and policies.

The role emphasizes delivering a positive client experience, understanding policy needs, and placing clients with the right products and carriers.

Qualifications

• General Property & Casualty Insurance License (TX, NV, OK, OR) preferred or willingness to obtain within 90 days of employment.
• High School Diploma or GED required.
• Proficient in Agency Account Management Software (e.g., Applied Epic, PL Rater).
• Proficient in Microsoft Excel.
• Effective time management and ability to meet strict deadlines; strong attention to detail and analytical skills.

Responsibilities

• Network and build relationships with potential clients.
• Understand the individual needs of 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.

Skills

Property & Casualty License

Interpersonal skills

Time management

Education

High School Diploma or GED

Tools

Applied Epic

PL Rater

Microsoft Excel

Job description

Copeland Insurance Group is seeking a dedicated Property & Casualty Insurance Account Manager to oversee an existing group of clients, identify networking opportunities, and connect with new potential clients to meet their needs with suitable insurance products and policies.

The role emphasizes delivering a positive client experience, understanding policy needs, and placing clients with the right products and carriers.