Licensed P&C Insurance CSR / Retention Specialist

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:


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• 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.