Insurance Service Team Member

Southeast Managing Partners; Monroe (MI); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

401(k)

Signing bonus

Training

Development

Free uniforms

Paid time off

Competitive salary

Bonus

Job summary

Southeast Managing Partners in Monroe, MI seeks a Customer Service Representative to manage policy updates, quotes, payments, and inquiries, interacting with customers, carriers and staff daily.

Requirements include an active state insurance license and at least 1 year in insurance account management. The role emphasizes accuracy, communication, and service excellence in a dynamic team environment.

Qualifications

• Hold the insurance license required by your state.
• At least 1 year of insurance account management experience.
• Strong knowledge of insurance products and underwriting procedures.
• Excellent phone manner and communication skills.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
• Support a producer to understand client needs, gather data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
• Set appointments and/or client calls or support a producer to review policies, liability limits, exposures, and renewals.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals, take payments, and provide documentation.
• Resolve product or service issues with clear explanation, expedite corrections, and follow up to ensure resolution.
• Review audits or policies; verify accuracy and facilitate corrections between client and carrier.
• Maintain records of customer interactions and transactions in the agency management system.
• Collaborate with teammates, mentor staff, and participate in meetings as needed.

Skills

Customer service

Phone etiquette

Problem solving

Multitasking

Communication

Attention to detail

Education

Insurance license (state)

Tools

Agency management systems

Rating tools

Carrier websites

Job description

Benefits

• 401(k)
• Competitive salary
• Flexible schedule
• Free uniforms
• Paid time off
• Signing bonus
• Training & development

The Customer Service Representative is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Benefits/Perks

• Competitive Base Pay & Bonus.
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
• Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
• Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

• Hold the insurance license required by your state and have a minimum of 1 year of insurance account management experience or comparable work experience.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.