Personal Lines Processing

Al Bourdeau Insurance Agency; Clarkston (MI); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Health Insurance

Paid Time Off

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Office Keurig Coffee

Office Potlucks

Employee Meet-Ups

Community Involvement

Casual Dress

Paid Holidays

In-Office Work Bonus

Charity Events

Family-Focused Agency

Job summary

Al Bourdeau Insurance Agency in Clarkston, Michigan is seeking a detail‑driven Personal Lines Processing Specialist to support policy processing, renewals, and changes using AMS and Outlook workflows.

You will collaborate with Personal Lines Account Managers, distribute important company emails, and provide back‑up reception support. A team‑oriented, customer‑focused mindset is essential for success in this role.

Qualifications

• Experience with personal lines processing preferred.
• High accuracy and strong data-entry discipline required.
• Excellent written and verbal communication skills.

Responsibilities

• Process policy changes and ensure accurate documentation and data entry.
• Update existing policies based on client requests or changes in coverage.
• Maintain a high level of accuracy to minimize errors.

Skills

Attention to detail

Communication skills

Computer proficiency

Independent work / Teamwork

Tools

AMS

Outlook

Job description

Job Description

Join Al Bourdeau Insurance Agency, a well-established insurance agency located in Clarkston, Michigan. We are currently seeking a motivated and detail-oriented individual to join our team as a Personal Lines Processing Specialist. In this role, you will play a key part in supporting our agency's operations and delivering exceptional service to our clients.

As a Personal Lines Processing Specialist, you will be responsible for handling various administrative tasks related to personal lines insurance policies. This includes utilizing Outlook folders to process quotes, changes and cancellations for personal lines, verifying renewals in AMS, and distribute company emails.Processors work hand-in-hand with Personal Lines Account Mangers and Insurance Carriers.Processers are also back-up to Receptionists for incoming calls.Your attention to detail and organizational skills will be critical in ensuring accurate and efficient processing of policies.

We are looking for someone who is customer-focused, can thrive in a fast-paced environment, and has a strong desire to contribute to a successful team. If you are looking for a fulfilling career in the insurance industry and enjoy providing excellent service to clients, we would love to hear from you.

Benefits

• 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
• Evenings Off
• Office Keurig Coffee
• Office Potlucks
• Employee Meet-Ups
• Community Involvement
• Community Volunteering
• Casual Dress
• Paid Holidays
• In-Office Work Bonus
• Charity Events
• Family-Focused Agency

Responsibilities

Process insurance policy changes and ensure accurate documentation and data entry.

Update existing policies based on client requests or changes in coverage.

Maintain a high level of accuracy and attention to detail when processing policies to minimize errors and discrepancies.

Requirements

• Strong attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Proficiency in using computer systems.
• Ability to work independently as well as part of a team.