Copeland Insurance Group
Ash Brokerage seeks a Relationship Case Manager to act as an advocate for financial advisors and their clients, serving as a liaison between professionals and insurance carriers. The role involves managing insurance application submissions, monitoring case progress, reviewing medical history, and negotiating with carriers to ensure successful outcomes. Candidates will utilize agency management systems to document cases while educating advisors on product offerings and industry developments to create new business opportunities.
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.
25% below the average for this role