Personal Lines Client Advocate

Harrison Gray Search

Bay City (MI)

On-site

USD 40,000 - 55,000

Full time

13 hours ago
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Benefits offered by this job

Blue Cross Blue Shield HealthInsurance
Disability Insurance
Life Insurance
VSP Eye Insurance
401(k) with Matching & Profit Sharing
PTO & Paid Holidays

Job summary

Harrison Gray Search is partnering with a Bay City insurance agency to hire a Personal Lines Customer Service Representative. This on-site role supports a community-focused client base with a strong emphasis on service, policy servicing, and billing inquiries.

You will educate clients on coverages, manage endorsements and renewals, and advocate with carriers to ensure optimal protection. A background in personal lines and agency systems is valued.

Qualifications

  • Experience in personal lines insurance and client-facing roles.
  • Familiarity with agency management systems (AMS 360 or Applied Epic a plus).
  • Strong communication and billing support skills.

Responsibilities

  • Maintain and grow an assigned personal lines book of business.
  • Handle policy servicing, endorsements, renewals, and coverage questions.
  • Resolve client issues with a professional, solution-oriented approach.
  • Assist with billing inquiries and payments processing.
  • Educate clients on coverage and carrier options.
  • Submit claim information and advocate with carriers.

Skills

Customer service
Policy servicing
Billing inquiries
Problem solving
Relationship management
Cross-selling
Claims advocacy

Tools

AMS 360
Applied Epic

Job description

Harrison Gray Search is partnering with a Bay City insurance agency to hire a Personal Lines Customer Service Representative. This on-site role supports a community-focused client base with a strong emphasis on service, policy servicing, and billing inquiries.

You will educate clients on coverages, manage endorsements and renewals, and advocate with carriers to ensure optimal protection. A background in personal lines and agency systems is valued.

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