Benefits Offered: Medical Insurance, Pension Plan
Employment Type: Full-Time
Job Summary: We are an ambitious and entrepreneurial insurance agency growing rapidly in Michigan looking for a highly motivated individual to join our team as a Personal Lines CSR – Account Manager. This can be a high paced position so organization, attention to detail and superior customer service is a must. We will license and train the right person!
We represent a premier group of insurance companies which enables you to provide multiple quotes for your clients to meet their insurance needs at a competitive price. Retain current clients by proactively recognizing client needs and providing advanced solutions. We believe that we operate best as a team so there will also be occasional producer support duties to assist in the overall smooth operation of the personal insurance department.
ESSENTIAL FUNCTIONS
- Manage renewal and new business proposal processes
- Develop and maintain strong carrier and client relationships
- Prepare for and attend client meetings
- Assist clients in reporting claims
- Perform insurance policy, coverage, and exposure reviews
- Handle service, processing or claim situations with client and/or carrier personnel
- Identify and assist in developing cross selling opportunities
- Pursue a program for personal and professional development
- Perform projects and tasks as delegated
KNOWLEDGE, SKILLS & ABILITIES
- Prior insurance experience is preferred but not required; we will train and license the right person
- Possess a genuine willingness to learn; be intuitive, resourceful and coachable
- Possess an upbeat, positive and enthusiastic attitude
- Excellent communication and interpersonal skills
- Confident, self-starter who works well independently
- Must have ability to multi-task
- Career minded vision
- Proficient with technology and comfortable learning new software
- Microsoft Office Suite: Outlook, Word, Excel & PowerPoint
TRAINING & EXPERIENCE
- Bachelor’s Degree preferred but not required
- Property & Casualty license is preferred but we will help the right person obtain license
COMPENSATION & BENEFITS
At CIA, we want you to achieve an even work-life balance. As a personal lines account manager, you will build a book of business with increased opportunities for bonuses.
Other benefits you will enjoy as an Account Manager include:
- Medical Insurance (HSA)
- Pension (SEP) Retirement Plan
- Annual Performance Reviews & Goal Setting
- New Business Incentives
- PTO, Paid Holidays
