As a Large Independent Insurance Agency, we are always looking to stay one step ahead of the game. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential!
Benefits/Perks:
- Base Salery: Depending on proven CL experience.
- Retirement Employer Matching 3%
- BCBS Health insurance
- Life Insurance
- Disability Insurance Short Term and Long Term Available,
- Paid Holidays
- Bonus Opportunities, Production & New Business
- MI Sick Time Hours Pre Loaded at Start Date 72 Hours per year (9.5 paid Sick Time)
- Paid Time Off 20 Days ( 4 weeks), Weekends Off, Holidays off,
- "Work from home" available a couple of days per month ( After 1st 90 days of employment)
Position Highlights & Qualifications:
- A current property & casualty license is required
- Office Hours: Monday through Friday, 8:00 AM to 4:30 PM
- Full Time Position 37.5 Hours per week.
- Must be articulate & enjoy speaking with clients
- Strong Computer skills required: Knowledge of word, outlook email, must have strong typing skills
- Knowledge of Excel a plus but not required
- At least 5 years of agency experience in commercial lines customer service.
- Knowledge of agency systems: AMS360 management systems and proposal system, EZ Rater for worker compensation, is desired, but not required
- Knowledge of carrier interface systems for : Accident Fund, Acuity, American Modern, Auto Owners, American Modern, Chubb, Conifer, Hanover- Citizens, Hastings, Fremont, Foremost, Frankenmuth, Hagerty, Michigan Millers, Pioneer, Progressive, Safeco, Travelers and more specialty carriers. a plus, but not required
- A current property & casualty license is required
Key Job Responsibilities include, but not limited to:
- Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions.
- Maintains a cordial and effective relationship with clients, coworkers, carriers, vendors business contacts.
- Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
- Processes incoming mail and phone requests, responding promptly and appropriately.
- Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
- Prepares summaries of insurance, schedules and proposals via AMS360 proposal system as need.
- Processes renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures
- Verifies policy and policy change information, facilitating corrections when necessary.
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Uses agency collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards. Determines reasons for requests for cancellations; acts to save
- Determines if direct or agency billing is appropriate and invoices accordingly
- accounts;
- Notifies Sales Executive/Account Executive(s). Processes and following up on cancellations requests to carriers to ensure accurate and timely
- resolution; maintains agency in financial equity whenever possible.
- Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
- Assist with placement and marketing of renewal accounts.
- Contact carriers as required and answer correspondence in a timely manner
- Participate in and successfully complete education programs as requested by the Agency Manager.
Flexible work from home options available.
About Us
We have Two Agency Locations:
Action Insurance Service Utica, MI
Community Insurance Center Oxford, MI
We are hiring at Both Lcations Apply Today!
We are a family-owned business.
Action Insurance Services has established itself as a premier independent insurance agency in Michigan, applying our family-owned sensibilities to the big business of insurance. We listen, we understand, and we help clients feel equipped to make importance insurance decisions with as much education and support as possible.
Our Mission
Action Insurance Services is an independent insurance agency made up of a team of professionals invested in our local, MI, community. We strive to better our state through providing quality insurance solutions and a listening ear whenever possible.
Remote / Work from Home
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