Personal Lines Insurance Customer Service Representative

BGM Insurance Agency, Inc; Flint (MI); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Annual base salary + bonus

Health Insurance

PTO

401k Plan

Licensing Assistance

Professional Development

Job summary

BGM Insurance Agency, Inc is seeking an entry-level Personal Lines Insurance Customer Service Representative in Flint, MI. The role focuses on delivering top-notch service to clients while learning the personal lines of insurance in a supportive, family-run environment.

This position offers a Monday–Friday schedule, a professional but friendly office culture, and opportunities for licensing and advancement within the company.

Qualifications

• Property and Casualty license required; licensing costs covered.
• Outgoing and personable demeanor.

Responsibilities

• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Conduct follow-up discussions with clients to ensure their contentment while progressing towards sales closure.
• Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
• Issue Insurance Documentation (COI, ID cards, etc.).
• Answer incoming phone calls and schedule appointments.
• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
• Shop renewals based on client updates and plans and current market conditions.

Skills

Customer relationships

Communication

Attention to detail

Team player

Licensing assistance

Job description

Job Description

Fulfill your career ambitions as a Personal Lines Insurance Customer Service Representative at BGM Insurance. Discover a rewarding career at BGM Insurance, a privately owned, family‑run business committed to providing exceptional insurance services. Our salaried employees enjoy a consistent schedule (Monday – Friday, 9am – 5pm). Embracing a business‑casual dress code, our office cultivates a professional yet fun environment. We celebrate life’s milestones with our employees—birthdays, weddings, new babies—and host regular office potlucks and cookouts to enhance our sense of community and camaraderie.

As an entry‑level Personal Lines Insurance Customer Service Representative, you’ll play a crucial role in providing top‑notch service to our valued clients. This entry‑level position offers a fantastic opportunity to learn the ins and outs of the insurance industry, focusing on personal lines. Join a team that values collaboration, professionalism, and a supportive work atmosphere.

Become a part of the BGM family, where our office is more than a workplace—it’s a community. Our employees love the family‑like atmosphere, diverse interactions with clients, and mutual support. Join us if you want a career where you’re not just hired but given the tools to succeed. We take pride in our workplace, and we believe you will too. We aim to retire our employees, not just hire them, and with the right attitude, we are committed to providing the resources you need for success.

Benefits

• Annual Base Salary + Bonus Opportunities
• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Mon‑Fri Schedule
• Retirement Plan
• Evenings Off
• Bonus Opportunities
• Licensing Assistance
• Work‑Life Balance
• Weekends Off
• Holidays Off
• Paid Holidays
• 401k Plan
• Professional Development
• Advancement Opportunities
• Mentorship
• Continuing Education Opportunities
• Ongoing Training Seminars
• Hands on Training
• Professional Work Environment
• Team Building Activities
• Retirement Benefits
• Paid Parking
• Equipment Provided
• Office Snacks and Coffee
• Optional Profit Sharing Program

Responsibilities

• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Conduct follow‑up discussions with clients to ensure their contentment while progressing towards sales closure.
• Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
• Issue Insurance Documentation (COI, ID cards, etc.).
• Answer incoming phone calls and schedule appointments.
• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
• Shop renewals based on client updates and plans and current market conditions.

Requirements

• Property and Casualty License required. A license is not required to apply. We will pay 100% for licensing.
• We are seeking individuals with a naturally outgoing and personable demeanor, capable of building positive relationships with clients and contributing to a warm and welcoming office atmosphere.
• Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
• Handle various client interactions, policy inquiries, and administrative duties concurrently, without compromising the quality of service.
• Act as a dedicated team player, fostering collaboration and supporting colleagues in delivering excellent service to clients.
• Set ambitious renewal and service goals, continuously striving to exceed performance targets and deliver exceptional results to clients.
• Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.

Company Description

Insurance Agency