P&C Insurance Account Manager | Client Relations Pro

Mason Insurance Agency, Inc

Michigan

On-site

USD 50,000 - 75,000

Full time

7 days ago
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Benefits offered by this job

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off

Job summary

Mason Insurance Agency, Inc is seeking an experienced and licensed Property & Casualty Insurance Agent to join our dynamic team in Michigan. 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 a supportive team environment. Responsibilities include building client relationships, assessing needs, providing quotes, and managing applications,

Qualifications

  • 2+ years of experience in a customer-facing role.
  • Active Property & Casualty insurance license.
  • Strong communication and interpersonal skills.
  • Ability to assess client needs and recommend P&C products.
  • Proficient in policy servicing, endorsements, renewals and cancellations.

Responsibilities

  • Build and maintain strong client relationships to ensure satisfaction and renewals.
  • Assess client needs and recommend appropriate P&C products.
  • Provide excellent 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 records of client interactions, policy details, and communications.
  • Collaborate with team members to enhance customer support services.

Skills

Communication
Interpersonal skills
Data entry
Organizational skills
Customer service
Policy servicing
Sales experience
Phone etiquette
Carrier experience

Education

Property & Casualty license

Tools

Applied EPIC management system

Job description

Mason Insurance Agency, Inc is seeking an experienced and licensed Property & Casualty Insurance Agent to join our dynamic team in Michigan. 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 a supportive team environment. Responsibilities include building client relationships, assessing needs, providing quotes, and managing applications,

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