Property & Casualty Account Manager

Integrity; Waco (TX); On-site; USD 60,000 - 85,000; 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 Tyler/Waco, Texas seeks a dedicated Property & Casualty Account Manager to service an existing book of business and grow opportunities. You will maintain documentation, review client needs, and ensure proper coverage with carriers.

You will collaborate with sales to transition new business while staying informed on products, guidelines, and regulatory changes. Strong organization and team skills are essential.

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.
• 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

P&C license

HS diploma/GED

Agency management systems

Microsoft Excel

Time management

Attention to detail

Independent/team player

Education

High School Diploma or GED

Tools

Applied Epic

PL Rater

Job description

About Copeland Insurance Group

Copeland Insurance Group

Tyler, TX, Waco, TX, Longview, TX

About Copeland Insurance Group

Copeland Insurance Group has been serving Americans from their headquarters in Longview, Texas since 1964. Their personal, service-driven approach has earned this company a place among the top businesses in the industry. For over half of a century, Copeland Insurance Group has provided a variety of different coverage options to thousands of people across America. Copeland is an independent agency and a proud member of the Integrity Family of Companies.

Job Summary

We are looking to hire a dedicated and ambitious Property & Casualty Account Manager to join our team. The Property & Casualty Account Manager is responsible for managing an assigned book of business, maintaining strong client relationships, and ensuring clients are properly insured with appropriate coverage and carriers. This role focuses on servicing existing clients while identifying opportunities for account growth.

Primary 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

Primary Skills & Requirements

• 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
• Excellent attention to detail and problem-solving abilities
• Ability to work independently and as part of a team

Benefits Available

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability

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.

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.