Gestor de cuentas

Mason Insurance Agency Inc; Michigan; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Competitive salary

Dental insurance

Health insurance

Paid time off

Job summary

Mason Insurance Agency Inc in Michigan seeks an experienced Property & Casualty Insurance Agent to join a client-focused team. You will handle policy servicing, renewals, quotes, and endorsements while building lasting client relationships and providing proactive service.

The role requires a Property & Casualty license and at least 2 years in a customer-facing position, with strong communication and organizational skills to manage multiple client requests efficiently.

Qualifications

• Minimum 2+ years of experience in a customer-facing role.
• Active Property & Casualty (P&C) insurance license.

Responsibilities

• Build and maintain strong client relationships to ensure satisfaction and renewals.
• Assess client needs and recommend P&C insurance products.
• Provide customer service by addressing client needs and concerns promptly.
• Prepare quotes, explain coverage options, and help clients select policies.
• Process applications, endorsements, renewals, and cancellations accurately.
• Maintain accurate records of client interactions and policy details.
• Collaborate with team to enhance customer support services.

Skills

Customer service

Communication

Data entry

Policy servicing

Relationship management

Multitasking

Tools

Applied EPIC

Job description

Benefits

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

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.

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) insurance 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