Personal Lines Insurance Customer Service Account Manager Utica MI

Job Description

Job Description

Personal Lines Insurance- Customer Service Account Manager:

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Utica insurance agency today! Our reputable insurance agency is seeking an exceptional insurance personal lines customer service representative to join our team. At Action Insurance Service, we pride ourselves on outstanding insurance products and customer service.

Position: Full-time

Hours: Monday through Friday, 8:00 AM to 4:30 PM

Our benefit packages are highly competitive and designed for qualified candidates who are ready to excel. Here’s what we offer:

• Comprehensive Health Insurance (BCBS)
• Life Insurance Coverage
• Dental and Vision Insurance
• Generous Paid Holidays
• Attractive Bonus Opportunities
• Paid Time Off: 20 days (4 weeks) annually
• Weekends and Holidays Off
• Intensive Hands-on Training
• Team New Business Bonuses
• Robust Retirement Benefits: Simple IRA with 3% Employer Matching
• Short-Term and Long-Term Disability Insurance
• Work from Home: Enjoy the flexibility of working 2 days per week after the first 90 days of employment.

Join us and leverage these outstanding benefits to enhance your career!

Key Job Responsibilities include, but not limited to: 

• Promptly respond to customer requests processing Phone Calls, eFax, text, and email requests for assigned accounts.
• Maintain daily records and notes in the agency management system AMS360 to ensure complete files on all accounts.
• Process new business applications for home, auto, life, and umbrella insurance.
• Assess customer risks before placing business by utilizing tools such as Google Earth, local assessment resources, and real estate websites.
• Quote new business applications using rating systems like ACS or Vertafore PL Rater, and complete agency new business quote sheets.
• Track and update new business in Excel sheets.
• Process daily download reports and review endorsements and renewals, ensuring all policies and endorsements are accurate upon receiving them from the carrier.
• Address billing inquiries and assist customers with payment processing.
• Retrieve carrier renewal reports from websites.
• Remarketing renewals as necessary.
• Cross-sell to current accounts.
• Work on winning back lost business.
• Provide backup support to the Personal Lines department or receptionist with claims, daily endorsement requests, and cancellations.
• Process mortgage changes as required.
• Submit claim reports to carriers on the same day they are received.
• Process cancellation requests according to agency operating procedures.
• Special projects from Carriers, PIP verification, undisclosed drivers, etc.
• Process claims reports to carriers the same day they are received.
• Process cancellation requests according to agency operating procedures.

Minimum Qualifications:

• A minimum of four years of experience in an independent insurance agency is required.
• Strong computer skills are required, including proficiency in Windows XP, Microsoft Word, email, Microsoft 365, Microsoft Teams, Digital file managment and working in a cloud environment.
• Ability to multi-task and effectively follow through and follow up on tasks.
• Excellent customer service skills.
• Ability to work well with others as part of a team and maintain a positive attitude.
• Knowledge of agency systems such as Verafore-AMS360 management systems, ACS Rating, and PL Rater is preferred.
• Familiarity with companies such as Citizens, Auto-Owners, American Modern, Frankenmuth, Fremont, Progressive, Pioneer, Hagerty, Hastings, and Safeco is a plus, but not required.
• A current property and casualty license is required.
• A current life and health license is optional.