Personal Lines Insurance Client Advisor

Lakepointe Insurance Agency, Inc.; Saint Clair Shores (MI); On-site; USD 32,000 - 46,000; Full time

Job summary

Lakepointe Insurance Agency, Inc. is seeking a Personal Lines Customer Service Representative for a full-time, on-site role in St Clair Shores, MI. You will handle policy inquiries, changes, billing questions, and claim support, while providing quotes and renewals.

Daily tasks include phone and email correspondence and maintaining accurate client records. The ideal candidate shows strong customer service, clear communication, and attention to detail, with experience in personal lines and a

Qualifications

• Strong customer service and satisfaction focus.
• Experience in customer support roles handling inquiries and issues.
• Ability to work effectively as a CSR in an insurance setting.
• Excellent verbal and written communication, phone etiquette and professional emails.
• Attention to detail and accuracy processing policy changes and quotes.
• Comfort with office software and agency management systems; quick learner.
• Strong organizational skills managing multiple client requests.
• P&C license preferred or willingness to obtain within timeframe.
• High school diploma or equivalent required; further certifications a plus.

Responsibilities

• Assist personal lines clients with policy inquiries, coverage changes, billing questions, and claim support.
• Answer phone calls and emails; provide quotes and renewals.
• Process policy updates and maintain accurate records in the agency management system.
• Explain insurance options clearly; follow up on client requests.
• Collaborate with producers and team members to deliver timely service.

Skills

Customer service

Communication skills

Phone etiquette

Written communication

Attention to detail

Time management

Office software

Agency management systems

Multitasking

License willingness

Education

High school diploma

Tools

MS Office

Agency management system

Job description

Lakepointe Insurance Agency, Inc. is seeking a Personal Lines Customer Service Representative for a full-time, on-site role in St Clair Shores, MI. You will handle policy inquiries, changes, billing questions, and claim support, while providing quotes and renewals.

Daily tasks include phone and email correspondence and maintaining accurate client records. The ideal candidate shows strong customer service, clear communication, and attention to detail, with experience in personal lines and a