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:

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.