Insurance Office CSR – Client Care & Admin

Frank A. Douglass Agency; Houghton (MI); On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

401(k) retirement plan

Profit sharing

Paid time off

Long-term disability insurance

Life insurance

Full-time Monday – Friday 8:00am – 4:0

Job summary

The Frank A. Douglass Agency seeks a Customer Service Representative to join their team in Houghton, Michigan. This is an excellent opportunity to work in an office environment, learning about the insurance industry.

Prior customer service and insurance office experience is helpful, but not required. We’re seeking candidates who enjoy a variety of tasks, like helping others, and take pride in their work. The day-to-day includes client engagement, communications management, policy administration,

Qualifications

• 18 years of age or older with a valid driver’s license.
• Polished professional appearance and strong written and verbal communication skills.
• Advanced computer skills including navigation of the web, CRM databases, and Microsoft 365 (Word, Excel, Outlook, Calendar).
• Michigan Property & Casualty Insurance license preferred; license or plan to obtain within 1 year if hired.

Responsibilities

• Greet and welcome customers in person, by email, phone, and online channels to build lasting relationships.
• Handle a multi-line phone system, route calls, and capture detailed messages with prompt responses.
• Execute digital data processing, file transfers, and system entry for new applications, cancellations, and policy modifications.
• Receive, post, and reconcile customer premium payments over the counter and via processing software.
• Update and maintain the agency management system (CRM) to keep client files and contact details accurate.
• Provide administrative, clerical, and operational support to agents and executive staff.

Skills

Client engagement

Communications management

Policy administration

Payment processing

CRM systems

Microsoft 365

Tools

CRM software

Microsoft 365

Job description

The Frank A. Douglass Agency seeks a Customer Service Representative to join their team in Houghton, Michigan. This is an excellent opportunity to work in an office environment, learning about the insurance industry.

Prior customer service and insurance office experience is helpful, but not required. We’re seeking candidates who enjoy a variety of tasks, like helping others, and take pride in their work. The day-to-day includes client engagement, communications management, policy administration,