Customer Service Representative

Harbor Shores Insurance & Financial; South Haven (MI); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off

Dental Insurance

Vision Insurance

Health Insurance

Hands-on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Harbor Shores Insurance & Financial in Stevensville, MI is seeking a Customer Service Representative to be the friendly voice for policyholders. You will navigate coverage options with patience, review accounts, and handle routine updates while collaborating with advisors.

Active Michigan P&C license is required or obtainable within the first month. A strong customer-service background and proficiency with Microsoft Office are essential for team success.

Qualifications

• Michigan Property & Casualty Insurance License active, or willing to obtain within first month.
• 2+ years in customer service, administrative, or office settings.
• Clear, empathetic communication with clients in person or over the phone.
• Proficient with Microsoft Office Suite and agency management systems.
• Strong attention to detail and ability to track multiple client requests.
• Associate degree or higher, or equivalent professional certification.

Responsibilities

• Act as the primary contact for policyholders, guiding coverage options with clarity and patience.
• Review client accounts to ensure protection plans align with life changes.
• Process routine policy updates, billing inquiries, and certificates of insurance accurately.
• Collaborate with insurance advisors to gather documentation for new policies or renewals.
• Document client interactions and changes in the database for team awareness.
• Welcome visitors and maintain a professional, helpful office presence.

Skills

Customer service

Communication skills

Microsoft Office

Agency management systems

Attention to detail

Multi-tasking

Associate degree

AI familiarity

Education

Associate degree or higher

Tools

Microsoft Office Suite

Agency management systems

Job description

Job Description

At Harbor Shores Insurance & Financial, we believe that protecting your future shouldn't feel like a chore. Tucked away in the beautiful lakeside community of Stevensville, Michigan, our office serves as a neighborly hub for families and businesses looking for peace of mind. We are looking for a Customer Service Representative who genuinely enjoys connecting with people and wants to be the friendly voice our clients rely on. This isn't just about processing paperwork; it is about building trust within our community and ensuring that when life throws a curveball, our clients feel fully supported. You will play a vital role in our daily operations, acting as the heartbeat of our client relations. If you are someone who finds joy in solving problems, enjoys a steady, positive office rhythm, and wants to work in a place where your professional development is genuinely encouraged, you will fit right in. We invite you to bring your kindness and your expertise to our team as we continue to serve the Stevensville area with honesty and care.

Benefits

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Health Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

• Act as the primary point of contact for our policyholders, helping them navigate their coverage options with clarity and patience.
• Review existing client accounts to ensure their protection plans remain aligned with their life changes.
• Process routine policy updates, billing inquiries, and certificates of insurance with a high degree of accuracy.
• Collaborate with our insurance advisors to gather necessary documentation for new policies or renewals.
• Document client interactions and changes in our database to ensure our team is always informed.
• Foster a welcoming office environment by greeting visitors and maintaining a professional, helpful presence.

Requirements

• Active Michigan Property & Casualty Insurance License (unlicensed candidates may apply if willing to obtain license within the first month of employment)
• Two or more years of experience in customer service, administrative, or office setting.
• Clear, empathetic communication skills when speaking with clients over the phone or in person.
• Solid understanding of Microsoft Office Suite and agency management systems.
• Strong attention to detail and ability to track multiple client requests simultaneously.
• Associate degree or higher, or equivalent professional certification.
• Understanding of modern technology uses, including AI