Client Service Specialist

Ambient Recruiting; Traverse City (MI); On-site; USD 38,000 - 45,000; Full time

Job summary

Ambient Recruiting seeks a licensed Client Service Specialist in Traverse City, MI. You will support personal and commercial lines, answer calls, process endorsements, and assist clients with coverage questions.

This client-facing role uses your Michigan producer license, data-entry accuracy, and strong service mindset in a stable, family-owned agency with opportunities for advancement.

Qualifications

• Active Michigan insurance producer license (Property & Casualty).
• Strong phone and customer service skills.
• Comfortable with data entry and agency management software.
• Ability to communicate clearly with clients about coverage and policy details.

Responsibilities

• Answering inbound calls and assisting clients directly on personal and commercial lines.
• Processing payments, policy endorsements, ID cards, and mortgagee change requests.
• Managing basic claims such as glass or tow claims from start to finish.
• Gathering quoting information to hand off to Account Managers and Executives.
• Supporting documentation and data entry in the agency’s management system.
• Serving as a knowledgeable point of contact for client questions on their coverage.

Skills

Strong phone skills

Customer service

Data entry

Clear client communication

Tools

Epic

Job description

Pay: $38,000–$45,000/year, based on experience

Schedule: Full-time; standard business hours (exact hours to be confirmed)

Location: Traverse City, MI (office to be confirmed)

Employment Type: Full-Time

Experience Level: Entry-Level to Experienced — Active Michigan Insurance License Required

Industry: Insurance / Financial Services

Put Your Insurance License to Work with a Team That Has Your Back

We're recruiting a licensed Client Service Specialist for a well-established, family-owned independent insurance agency with multiple offices across Northern Michigan. This agency represents a broad range of carriers rather than being tied to any single company, which means the team gets to focus on finding clients the right coverage rather than pushing one product line.

This role is a step up from purely administrative support — you'll be using your Michigan insurance license to directly assist clients on both personal and commercial lines, handle real coverage questions, and manage basic claims. It's a great fit for someone who's licensed and ready to do more client-facing work, or for someone looking to grow further within a stable agency that has a clear path for advancement.

What You'll Be Doing

• Answering inbound calls and assisting clients directly on personal and commercial lines
• Processing payments, policy endorsements, ID cards, and mortgagee change requests
• Managing basic claims such as glass or tow claims from start to finish
• Gathering quoting information to hand off to Account Managers and Executives
• Supporting documentation and data entry in the agency’s management system
• Serving as a knowledgeable point of contact for client questions on their coverage

What We’re Looking For

Required:

• Active Michigan insurance producer license (Property & Casualty)
• Strong phone and customer service skills
• Comfortable with data entry and agency management software
• Ability to communicate clearly with clients about coverage and policy details

Helpful but not required:

• Prior experience in a licensed insurance service or customer service role
• Experience with both personal and commercial linesFamiliarity with agency management systems such as Epic

Benefits May Include

Benefit eligibility and details will be reviewed as part of the hiring process. We'll share specifics as they're confirmed with the employer.

Why You'll Love This Opportunity

• Real client-facing work where your license and knowledge make a difference
• Work for a stable, well-established, family-run local agency
• Variety across personal and commercial lines, not just one type of policy
• Room to grow further within the agency’s client service and sales teams
• A team-oriented environment supporting both licensed staff and those working toward licensing

Real Talk

This is an active, client-facing role — you'll be fielding real coverage questions and handling live claims situations, not just administrative tasks. You'll need to be comfortable explaining policy details to clients and staying on top of documentation while juggling calls. If you're licensed and want to use that license in meaningful client work rather than sitting behind the scenes, this is a strong fit.