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Integrity · 1 day ago

Junior Property and Casualty Account Manager

Tyler, TX

Full-time

Onsite

New Grad, Entry Level

Copeland Insurance Group is a well-established agency serving Americans since 1964. They are looking to hire a dedicated Property & Casualty Insurance Account Manager to manage existing clients and identify new networking opportunities while ensuring a positive experience for clients and meeting their insurance needs.

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Responsibilities

Network and build relationships with potential clients

Understand the individual needs of the 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

Qualification

Property & Casualty Insurance LicenseAgency Account Management SoftwareMicrosoft ExcelAnalytical skillsInterpersonal skillsTime managementAttention to detailProblem-solving skillsTeamwork

Required

General Property & Casualty Insurance License-TEXAS preferred or willingness to obtain within the first 90 days of employment

High School Diploma or GED

Proficient in Agency Account Management Software (Ex: Applied Epic, PL Rater)

Proficient in Microsoft Excel

Effectively manage time and have the ability to prioritize tasks and use a sense of urgency to meet strict deadlines

Strong attention to detail and accuracy

Excellent analytical and problem-solving skills

Ability to sit for long periods of time and execute extensive support to clients via phone and email correspondence

Ability to work independently and as part of a team

Benefits

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

Company

Integrity

Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Founded in 2006