Independent Personal Lines Property & Casualty Insurance CSR/Retention Specialist (Licensed)
Job Description
Exciting opportunity in West Bloomfield, Michigan. The Phil Klein Insurance Group is a rapidly growing Independent Insurance Agency specializing in home/auto, life, and business insurance. Presently, we are looking to hire a personal lines-focused P&C licensed client service representative with prior experience in an independent agency setting.
Job Duties:
- Taking phone calls for existing clients and resolving their issues in a timely manner
- assisting with "house" new business, re-writing of policies
- account rounding
- cross-selling other lines and services
- Processes applications, cancellations & reinstatements, endorsements and other related work
- Provides excellent customer care to new and existing clients and support to agents
- Ensures full client satisfaction by offering options, resolving problems, initiating timely follow-up
- Maintains close contact with clients to give updates on progress toward resolution of issues or service requests
- Taking claim information and filing claims with carriers
- Provides information regarding policies, identifies and prioritizes problems and issues
- Gathers client information as necessary, then performs research, offers solutions, options and strategies
- Verifies forms for completeness and accuracy of information and ensures timely completion and submission to carriers
- Using our Agency Management System regularly to note accounts, update client information, and keep agency organized and running smoothly
- Working with Agents to help close new and renewal business
- Performs Annual Renewal Reviews and if needed remarket's the account.Qualifications:
- All applicants must presently hold an active property & casualty insurance license from the State of Michigan
- At least 1 year insurance customer service experience with a proven track record of success
- Must be familiar with common ACORD applications and certificates
- Ability to understand and analyze personal and commercial lines coverage, forms and policies
- Proficient in Excel, Word, Outlook, comfortable in a paperless environment and excellent typing
- Excellent organizational, communication and time management skills
- Individual must have at least a high school diploma
Attributes:
We are looking for an honest, well spoken and written, punctual, hard-working individual. Applicants should be willing to learn and help improve our growing organization and is looking for long term career potential. Attention to detail and the ability to multi-task are required. Business attire is required.
