Licensed Customer Service Representative

Tom Sokol - First Independent Insurance Agency; Clinton Charter Township (MI); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Life Insurance

Dental insurance

Vision insurance

FSA

Job summary

First Independent Agency is seeking a Personal Lines – P&C Customer Service Representative for their busy Michigan office. You will handle inbound service calls, provide quotes, cross-sell, and assist with new business for Personal Lines P&C.

Requirements include a Property and Casualty license and strong communication skills; AMS 360 experience is a plus. Competitive salary and benefits accompany this role.

Qualifications

• Property and Casualty license required.
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Dependable with timely response and completion of work activities.
• Proficient in Microsoft Office Suite.
• AMS 360 experience is a plus.

Responsibilities

• Retain renewal business by contacting insureds to review coverage.
• Review underwriting information to qualify customers for improved programs and monitor renewal premiums.
• Cross-sell and develop existing accounts by adding coverage or lines of business.
• Provide product, coverage and rate training to agency staff as needed.
• Assist with recommended coverage for customers.
• Cross selling and answering phones; other general office duties.
• Provide new business quotes and sell Personal Lines P&C.

Education

Property and Casualty license

Tools

AMS 360

Job description

Benefits

• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• 401(k) matching

Personal Lines P&C Customer Service Representative

First Independent Agency is looking for a Personal Lines – P&C Customer Service Representative for their busy office. In this position you will be responsible for the following.

Personal Lines Customer Service Representative works with peers to answer all inbound personal lines service calls. They perform service and sales for customers including but not limited to: adding/deleting/replacing vehicles, changing coverages, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers. Experience with AMS 360 is a plus!

Essential Duties and Responsibilities

• Retain renewal business by contacting insureds to review coverage.
• Review current underwriting information in order to qualify customers for improved programs and monitor renewal premiums for excessive increases.
• Develop existing accounts by attempting to provide additional coverage on existing policies or adding additional lines of business (cross-sell).
• Provide company product, coverage, and rate training to other agency personnel as needed.
• Assist with the development of recommended coverage for customers.
• Cross selling
• Assist with answering phones and other general office duties as may be required.
• Provide new business quotes and sell Personal Lines P&C

Job Requirements

• Property and Casualty license Required
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Must be dependable, provide timely response, and complete of work activities.
• Possess the ability to perform work in a dependable, consistent, and timely manner.
• Proficient computer skills including Microsoft Office Suite

First Independent offers a competitive salary and an attractive benefits package that includes a health plan, 401 K with company matching, paid time off (sick time and vacation) Life Insurance, dental, vision and an FSA. Pay can vary with experience. This position offers a competitive base salary + opportunities for bonuses and commission!