Copeland Insurance Group
This role provides customer service support to financial advisors by processing new account applications, account changes, and service requests. The Operations Coordinator communicates with advisors and clients via phone, email, and other channels to resolve issues and ensure regulatory compliance. Responsibilities include accurately entering client information into the firm's systems and facilitating required regulatory mailings.
Headquarters
Longview, Texas, United States
Company Size
51-200 employees
Founded
1962
Copeland Insurance Group is an independent insurance agency based in Findlay, Ohio, serving clients across the state. Founded as a modern revival of a trusted family legacy, they offer a wide range of personal and business insurance solutions, including home, auto, life, commercial property, and industry-specific coverage. As a locally rooted agency, they emphasize one-on-one guidance, attentive service, and building lasting client relationships.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Copeland Insurance Group.
Copeland Insurance Group didn’t post a salary, so this is our estimate from similar listings.
16% below the average for this role
Operations Coordinator
Integrity Marketing Group
Retirement Customer Support Specialist
Protective
Intake Coordinator
St. Ambrose Housing Aid Center
Part-Time Administrative Assistant / Data Entry Specialist
Smile America Partners
Condition Management Account Coordinator
Cottingham & Butler
Customer Service Rep
Logfret