Account Manager

Mason Insurance Agency, Inc; Michigan; On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Dental insurance

Paid time off

Competitive salary

Job summary

Mason Insurance Agency, Inc. is seeking an experienced Property and Casualty Insurance Agent to join our dynamic team in Michigan.

You will leverage a proven track record in insurance sales, client relations, and policy servicing to protect clients’ assets. In this full-time role, you will build lasting relationships, assess client needs, prepare quotes, and process applications, endorsements, renewals, and cancellations with accuracy and professionalism, while maintaining excellent customer

Qualifications

• Minimum 2+ years of experience in a customer-facing role.
• Active Property & Casualty (P&C) license.
• Experience with multiple carriers and rating systems.
• Strong communication and interpersonal skills.
• Ability to build client relationships and process policy changes.

Responsibilities

• Build and maintain relationships with existing clients to ensure satisfaction and policy renewals.
• Assess client needs and recommend appropriate P&C insurance products.
• Provide excellent customer service by addressing client needs and concerns promptly.
• Prepare quotes, explain coverage options, and assist clients in selecting suitable policies.
• Process applications, endorsements, renewals, and cancellations accurately and efficiently.
• Client Support: Build and maintain client relationships by addressing inquiries, resolving issues, and providing ongoing policy support.
• Maintain accurate records of client interactions, policy details, and communications.
• Collaborate with team members to enhance customer support services.

Skills

Customer service

Communication

Relationship management

Insurance sales

Policy servicing

Data entry

Phone etiquette

Team collaboration

Tools

Applied EPIC

Job description

Overview

We are seeking an experienced and licensed Property & Casualty Insurance Agent to join our dynamic team. The ideal candidate will bring a strong background in insurance sales, client relationship management, and policy servicing. This role requires a proactive, customer-focused professional who thrives in an environment that is passionate about helping individuals protect their assets, in a supportive team environment.

Benefits

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off

Duties

• Build and maintain strong relationships with existing clients to ensure satisfaction and policy renewals
• Assess client needs and recommend appropriate P&C insurance products
• Provide excellent customer service by addressing client needs and concerns promptly.
• Prepare quotes, explain coverage options, and assist clients in selecting suitable policies
• Process applications, endorsements, renewals, and cancellations accurately and efficiently
• Client Support: Build and maintain client relationships by addressing inquiries, resolving issues, and providing ongoing policy support.
• Maintain accurate records of client interactions, policy details, and communications
• Minimum 2+ years of experience in a customer-facing role
• Collaborate with team members to enhance customer support services.
• Active Property & Casualty (P&C) license

Skills

• Excellent communication and interpersonal skills to engage clients and team members.
• Strong computer literacy with experience in data entry.
• Excellent organizational skills with the ability to manage multiple tasks simultaneously.
• Assist Clients with day to day requests, such as making a payment, making a change on their policies, completing requests, etc.
• Previous experience with Applied EPIC management system is a plus but not required.
• Demonstrated clerical experience with attention to detail in all tasks performed.
• Strong phone etiquette and customer service skills to foster positive client interactions.
• Experience with multiple carriers and comparative rating systems

Job Type: Full-time