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6 дней назад

Property & Casualty Account Manager

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Property & Casualty Account Manager (Insurance): Managing an assigned portfolio of property and casualty clients, processing policy changes and renewals, and recommending suitable coverage with an accent on client service, documentation, and regulatory compliance. Focus on resolving complex service issues, coordinating with sales agents, and identifying opportunities for account growth.

Location: Waco, Texas, United States

Company

hirify.global is an independent insurance distributor with a strong insurtech focus, serving agents and clients across the United States through its family of companies, including Copeland Insurance Group.

What you will do

  • Manage and service an assigned portfolio of property and casualty clients.
  • Assess client insurance needs and recommend suitable coverage options and carriers.
  • Process policy changes, renewals, endorsements, and cancellations.
  • Maintain accurate client records and documentation.
  • Resolve client questions, concerns, and service issues.
  • Collaborate with sales agents to transition new business and identify account growth opportunities.

Requirements

  • Texas General Property & Casualty License required.
  • High school diploma or GED.
  • Experience with agency management systems; Applied Epic and PL Rater are preferred.
  • Proficiency in Microsoft Excel.
  • Strong time management, organization, attention to detail, and problem-solving skills.
  • Ability to work independently and collaboratively.

Culture & Benefits

  • Medical, dental, and vision insurance.
  • 401(k) retirement plan, FSA, and HSA.
  • Paid holidays, PTO, and community service PTO.
  • Life insurance and short-term and long-term disability coverage.
  • Professional opportunities within a hyper-growth insurtech-focused organization.

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