Property & Casualty Account Manager - Grow & Service

Integrity; Tyler (TX); On-site; USD 55,000 - 75,000; 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

Disability Insurance

Job summary

Copeland Insurance Group, based in Texas, is hiring a Property & Casualty Account Manager to service an existing book of business and strengthen client relationships. The role focuses on maintaining coverage accuracy, processing renewals, and identifying opportunities for account growth across P&C lines.

The ideal candidate has a Texas P&C license, strong Excel skills, and experience with agency systems. This on-site position offers competitive benefits and opportunities to advance within

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

Time management

Organizational skills

Attention to detail

Team player

Independent worker

Education

High School Diploma or GED

Tools

Applied Epic

PL Rater

Microsoft Excel

Job description

Copeland Insurance Group, based in Texas, is hiring a Property & Casualty Account Manager to service an existing book of business and strengthen client relationships. The role focuses on maintaining coverage accuracy, processing renewals, and identifying opportunities for account growth across P&C lines.

The ideal candidate has a Texas P&C license, strong Excel skills, and experience with agency systems. This on-site position offers competitive benefits and opportunities to advance within