Property & Casualty Account Manager
Locations: Tyler, TX; Longview, TX; Waco, TX; Las Vegas, NV; Oklahoma; Oregon.
Copeland Insurance Group has been serving Americans from its headquarters in Longview, Texas since 1964. As an independent agency and a proud member of the Integrity Family of Companies, it offers a personal, service‑driven approach and a variety of coverage options nationwide.
About the role
We are looking to hire a dedicated and ambitious Property & Casualty Insurance Account Manager to join our team. The role involves managing an existing group of clients and identifying networking opportunities to connect with new potential clients, understand their needs, and offer suitable insurance products and policies. Ultimately, the Property & Casualty Insurance Account Manager ensures a positive experience for our clients while matching them with the correct product and carrier.
Responsibilities
- Network and build relationships with potential clients.
- Understand individual client needs 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.
Requirements
- General Property & Casualty Insurance License – TX, NV, OK, and/or OR preferred, or willingness to obtain within the first 90 days of employment.
- High School Diploma or GED.
- Proficient in agency account‑management software (e.g., Applied Epic, PL Rater).
- Proficient in Microsoft Excel.
- Ability to sit for long periods and provide extensive support to clients via phone and email correspondence.
Skills
- Effective time management and ability to prioritize tasks with a sense of urgency to meet strict deadlines.
- Strong attention to detail and accuracy.
- Excellent analytical and problem‑solving skills.
- Ability to work independently and as part of a team.