Personal Lines Insurance Advisor - Client Growth & Service

The Juris Agency; Clarkston (MI); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Office Keurig/Coffee

Office Potlucks

Employee Meet‑Ups

Community Involvement

Paid Holidays

Casual Dress

In‑Office Work Bonus

Charity Events

Family‑Focused Agency

Job summary

Al Bourdeau Insurance Agency in Clarkston, MI is seeking a Personal Lines Producer to deliver tailored insurance solutions and build lasting client relationships. You will handle inquiries, advise on policies, and pursue cross-selling opportunities to drive agency growth.

The role emphasizes strong communication, a client-focused mindset, and the ability to work independently in a local agency setting.

Qualifications

• Active insurance license in Michigan.
• Prior experience in personal lines insurance sales is preferred.
• Excellent verbal and written communication skills.
• Strong customer service orientation and ability to build rapport with clients.
• Self-motivated with the ability to work independently.
• Familiarity with insurance software and CRM systems.

Responsibilities

• Client Relationship Management: Build and maintain strong relationships with clients to understand their insurance needs and provide personalized solutions.
• Inbound Calls: Handle incoming calls and inquiries from clients, providing exceptional service and addressing any questions or concerns.
• Policy Guidance: Offer expert advice and guidance on insurance policies, ensuring clients have the coverage they need.
• Cross-Selling: Identify opportunities to cross-sell and expand client portfolios, offering additional insurance products or coverage.
• Continuous Learning: Stay up-to-date with industry trends, regulations, and changes to provide informed advice to clients.

Skills

Insurance sales

Customer service

Communication

CRM software

Licensing (MI)

Tools

CRM software

Insurance software

Job description

Al Bourdeau Insurance Agency in Clarkston, MI is seeking a Personal Lines Producer to deliver tailored insurance solutions and build lasting client relationships. You will handle inquiries, advise on policies, and pursue cross-selling opportunities to drive agency growth.

The role emphasizes strong communication, a client-focused mindset, and the ability to work independently in a local agency setting.