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Southwest Michigan Insurance

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August 28, 2019 By

Personal Lines Account Manager/CSR

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

Primary Sidebar

720 St. Joseph Drive, St. Joseph, MI 49085
Phone: (269) 983-7161, Fax: (269) 983-7349
Email: AgencyMail@ciainsurancemi.com
Hours: M-F 9 AM to 5 PM or by appointment

Combined Insurance Agencies

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720 St. Joseph Drive,
St. Joseph, MI 49085

 
Phone: (269) 983-7161
Fax: (269) 983-7349

 
Hours: M-F 9 AM to 5 PM
or by appointment

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