Customer Relations Representative

Family Heritage Advisors; Bay City (MI); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Hiring bonus

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

A customer-focused insurance agency is seeking a Customer Relations Representative to join their team in Bay City, Michigan. The ideal candidate has strong interpersonal skills and a background in sales or customer service. Responsibilities include generating new business, explaining insurance options, and maintaining customer relationships. The position offers a competitive salary and numerous benefits, with opportunities for growth. Candidates must be willing to obtain required insurance licenses, and organizational skills are essential.

Qualifications

• Previous experience in sales or customer service is helpful.
• Must be willing to obtain necessary insurance licenses.
• Able to stay organized and handle multiple responsibilities effectively.
• Able to stay organized and handle multiple responsibilities effectively.
• Property/Casualty or Life/Health licensed applicants preferred, must be willing to obtain.

Responsibilities

• Develop new business through lead generation and referrals.
• Explain insurance options and recommend coverage that fits customer needs.
• Build lasting customer relationships with consistent outreach.
• Manage policy adjustments and keep records accurate.

Skills

Strong interpersonal and communication skills

Sales experience

Goal-driven

Organizational skills

Organization

Education

Property/Casualty or Life/Health license

Job description

Benefits

• Hiring bonus
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

ROLE DESCRIPTION: Joining Family Heritage Advisors as a Customer Relations Representative means becoming an essential part of a growing and customer-focused insurance agency. Your initiative, people skills, and ability to connect with customers will help strengthen our presence in the community. This position is ideal for someone who enjoys uncovering customer needs, presenting thoughtful insurance solutions, and working toward clear sales objectives.

This opportunity allows you to pair strong communication with a results-driven approach while building meaningful relationships with customers. You’ll expand your professional skills while supporting the agency’s long-term success. We’re looking for motivated individuals who are ready to contribute and grow within our agency.

Responsibilities

• Seek out and develop new business through lead generation and referrals.
• Explain insurance options in a clear and supportive way, recommending coverage that fits customer needs.
• Build lasting customer relationships with consistent outreach and personalized service.
• Keep records accurate and up to date while managing policy adjustments.

Qualifications

• Strong interpersonal and communication skills.
• Previous experience in sales or customer service is helpful.
• Driven by goals and energized by achieving measurable success.
• Able to stay organized and handle multiple responsibilities effectively.
• Property/Casualty or Life/Health licensed applicants preferred, must be willing to obtain.