Personal Lines Customer Service Representative

Harrison Gray Search has partnered with a historic, community-rooted insurance agency in Bay City . As Michigan's oldest independent agency with over 175 years of history, our partner is a pillar of the Great Lakes Bay Region, known for treating clients like neighbors and prioritizing relationships over policy numbers. They offer a stable, innovation-driven environment where timeless personal service meets modern insurance solutions.

Personal Lines Customer Service Representative

We are seeking a dedicated professional to provide extraordinary service. In this role, you will act as a trusted advisor and advocate for their clients, ensuring their most important assets are protected through expert guidance and meticulous service.

Candidate Profile: Our client is open to candidates from a variety of backgrounds, including carrier professionals with deep product knowledge seeking a client-facing role, captive agents or CSRs looking for the variety and flexibility of an independent agency, and experienced independent agency veterans searching for a stable, community-focused home to manage a personal lines book.

Core Responsibilities

Client Relationship & Policy Management

• Exceptional Service: Provide extraordinary client service while maintaining and growing an assigned personal lines book of business.
• Policy Servicing: Handle all policy servicing needs, including endorsements, renewals, and coverage questions.
• Problem Resolution: Resolve client issues and concerns with a professional, solution-oriented approach.
• Billing Assistance: Respond to billing and payment inquiries and assist with necessary processing.

Consultative Advising & Advocacy

• Client Education: Educate customers on their specific coverage, policy changes, exclusions, and various carrier options.
• Claims Advocacy: Receive and submit claim information on behalf of clients and act as a dedicated advocate with carriers as needed.
• Relationship Deepening: Identify account rounding and cross-sell opportunities to ensure clients have comprehensive protection.

Technical & Operational Excellence

• System Management: Maintain accurate and up-to-date client files within the agency management system. AMS 360 or Applied Epic experience is a plus.
• Industry Tools: Utilize agency management and comparative rating systems while maintaining a strong understanding of carrier procedures and reporting.
• Product Expertise: Stay current on evolving carrier products and industry offerings to best meet diverse client needs.
• Agency Growth: Participate in agency marketing initiatives and help promote brand awareness through social media.

Benefits :

• Blue Cross Blue Shield Health Insurance
• Disability Insurance
• Life Insurance
• VSP Eye Insurance
• 401(k) with Matching & Profit Sharing
• PTO & Paid Holidays

Office : Client's preference is fully on-site in Bay City.

Hours : 8 AM -5 PM with an hour lunch break.