Account ManagerSales Agent
Account ManagerSales Agent
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Job Description
Property & Casualty Insurance Sales Agent
Copeland Insurance Group
Waco TX
About Copeland Insurance Group
Copeland Insurance Group has been serving Americans from their headquarters in Longview Texas since 1964. Their personal servicedriven 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 ranging from Medicare to agriculturan insurance 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 Insurance Account Manager/Sales Agent to join our team.
The role involves networking and connecting with potential clients understanding their needs and offering them suitable insurance products and policies.
Ideal candidates are those with excellent interpersonal skills a deep understanding of Property & Casualty insurance policies and the ability to work towards sales targets.
Ultimately the Property & Casualty Insurance Sales Agents role is to effectively sell insurance policies and ensure a positive experience for our clients as well as meet the customers needs placing them with the correct product and carrier.
Primary Responsibilities:
Develop and implement effective sales strategies to sell life and health insurance policies
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
Work towards achieving sales targets and objectives
Maintain records of insurance policies sold and prospective clients.
Address and resolve clients complaints and queries promptly and professionally
Primary Skills & Requirements:
General Lines Property & Casualty Insurance LicenseTEXAS Required
Proficient in Microsoft Excel
Agency Management Software (Applied Epic and PL Rater etc.
Excellent analytical and problemsolving skills
Strong attention to detail and accuracy
Ability to work independently and as part of a team
High School Diploma or GED
About Integrity
Integrity is one of the nations 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 familylike 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 youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth 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. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
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.
Required Experience:
Manager
Employment Type
Full-Time
