Experienced Personal Lines Insurance Customer Service Account Manager – Oxford, MI
Are you a customer-focused individual with a passion for helping others? Do you thrive in a fast-paced environment where no two days are the same? If so, we invite you to join careerzynith, a reputable insurance agency in Oxford, MI, as an Experienced Personal Lines Insurance Customer Service Account Manager. As a key member of our team, you will be responsible for providing exceptional customer service, processing new business applications, and maintaining accurate records in our agency management system.
**About careerzynith**
careerzynith is a leading insurance agency in Oxford, MI, dedicated to providing outstanding insurance products and customer service to our clients. We pride ourselves on our commitment to excellence, integrity, and teamwork. Our agency offers a comprehensive range of insurance products, including personal lines, commercial lines, and life insurance. We are seeking a highly motivated and experienced individual to join our team as an Experienced Personal Lines Insurance Customer Service Account Manager.
**Key Responsibilities**
As an Experienced Personal Lines Insurance Customer Service Account Manager, you will be responsible for:
* Promptly responding to customer requests, processing phone calls, eFax, text, and email requests for assigned accounts
* Maintaining daily records and notes in the agency management system AMS360 to ensure complete files on all accounts
* Processing new business applications for home, auto, life, and umbrella insurance
* Assessing customer risks before placing business by utilizing tools such as Google Earth, local assessment resources, and real estate websites
* Quoting new business applications using rating systems like ACS or Vertafore PL Rater, and completing agency new business quote sheets
* Tracking and updating new business in Excel sheets
* Processing daily download reports and reviewing endorsements and renewals, ensuring all policies and endorsements are accurate upon receiving them from the carrier
* Addressing billing inquiries and assisting customers with payment processing
* Retrieving carrier renewal reports from websites
* Remarketing renewals as necessary
* Cross-selling to current accounts
* Working on winning back lost business
* Providing backup support to the Personal Lines department or receptionist with claims, daily endorsement requests, and cancellations
* Processing mortgage changes as required
* Submitting claim reports to carriers on the same day they are received
* Processing cancellation requests according to agency operating procedures
* Special projects from Carriers, PIP verification, undisclosed drivers, etc.
**Minimum Qualifications**
To be considered for this role, you must have:
* A minimum of four years of experience in an independent insurance agency
* Strong computer skills, including proficiency in Windows XP, Microsoft Word, email, Microsoft 365, Microsoft Teams, Digital file management, and working in a cloud environment
* Ability to multi-task and effectively follow through and follow up on tasks
* Excellent customer service skills
* Ability to work well with others as part of a team and maintain a positive attitude
* Knowledge of agency systems such as Verafore-AMS360 management systems, ACS Rating, and PL Rater is preferred
* Familiarity with companies such as Citizens, Auto-Owners, American Modern, Frankenmuth, Fremont, Progressive, Pioneer, Hagerty, Hastings, and Safeco is a plus, but not required
* A current property and casualty license is required
* A current life and health license is optional
**Benefits and Perks**
careerzynith offers a comprehensive benefits package, including:
* Comprehensive Health Insurance (BCBS)
* Life Insurance Coverage
* Dental and Vision Insurance
* Generous Paid Holidays
* Attractive Bonus Opportunities
* Paid Time Off: 20 days (4 weeks) annually
* Weekends and Holidays Off
* Intensive Hands-on Training
* Team New Business Bonuses
* Robust Retirement Benefits: Simple IRA with 3% Employer Matching
* Short-Term and Long-Term Disability Insurance
* Work from Home: Enjoy the flexibility of working 2 days per week after the first 90 days of employment
**Career Growth Opportunities**
careerzynith is committed to the growth and development of our employees. We offer opportunities for professional growth and advancement, including:
* Intensive training programs to enhance your skills and knowledge
* Mentorship and coaching from experienced professionals
* Opportunities for advancement to leadership roles
* Competitive salary and bonus structure
**Work Environment and Company Culture**
careerzynith is a dynamic and fast-paced work environment that values teamwork, innovation, and customer satisfaction. Our agency is committed to creating a positive and inclusive work culture that supports the well-being and success of our employees.
**How to Apply**
If you are a motivated and experienced individual who is passionate about delivering exceptional customer service, we invite you to apply for the Experienced Personal Lines Insurance Customer Service Account Manager role at careerzynith. Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you!
**Expected Salary**
$35,000 - $55,000 per year
**Location**
Oxford, MI
**Job Date**
Tue, 15 Apr 2025 04:32:10 GMT
Apply for this job
**About careerzynith**
careerzynith is a leading insurance agency in Oxford, MI, dedicated to providing outstanding insurance products and customer service to our clients. We pride ourselves on our commitment to excellence, integrity, and teamwork. Our agency offers a comprehensive range of insurance products, including personal lines, commercial lines, and life insurance. We are seeking a highly motivated and experienced individual to join our team as an Experienced Personal Lines Insurance Customer Service Account Manager.
**Key Responsibilities**
As an Experienced Personal Lines Insurance Customer Service Account Manager, you will be responsible for:
* Promptly responding to customer requests, processing phone calls, eFax, text, and email requests for assigned accounts
* Maintaining daily records and notes in the agency management system AMS360 to ensure complete files on all accounts
* Processing new business applications for home, auto, life, and umbrella insurance
* Assessing customer risks before placing business by utilizing tools such as Google Earth, local assessment resources, and real estate websites
* Quoting new business applications using rating systems like ACS or Vertafore PL Rater, and completing agency new business quote sheets
* Tracking and updating new business in Excel sheets
* Processing daily download reports and reviewing endorsements and renewals, ensuring all policies and endorsements are accurate upon receiving them from the carrier
* Addressing billing inquiries and assisting customers with payment processing
* Retrieving carrier renewal reports from websites
* Remarketing renewals as necessary
* Cross-selling to current accounts
* Working on winning back lost business
* Providing backup support to the Personal Lines department or receptionist with claims, daily endorsement requests, and cancellations
* Processing mortgage changes as required
* Submitting claim reports to carriers on the same day they are received
* Processing cancellation requests according to agency operating procedures
* Special projects from Carriers, PIP verification, undisclosed drivers, etc.
**Minimum Qualifications**
To be considered for this role, you must have:
* A minimum of four years of experience in an independent insurance agency
* Strong computer skills, including proficiency in Windows XP, Microsoft Word, email, Microsoft 365, Microsoft Teams, Digital file management, and working in a cloud environment
* Ability to multi-task and effectively follow through and follow up on tasks
* Excellent customer service skills
* Ability to work well with others as part of a team and maintain a positive attitude
* Knowledge of agency systems such as Verafore-AMS360 management systems, ACS Rating, and PL Rater is preferred
* Familiarity with companies such as Citizens, Auto-Owners, American Modern, Frankenmuth, Fremont, Progressive, Pioneer, Hagerty, Hastings, and Safeco is a plus, but not required
* A current property and casualty license is required
* A current life and health license is optional
**Benefits and Perks**
careerzynith offers a comprehensive benefits package, including:
* Comprehensive Health Insurance (BCBS)
* Life Insurance Coverage
* Dental and Vision Insurance
* Generous Paid Holidays
* Attractive Bonus Opportunities
* Paid Time Off: 20 days (4 weeks) annually
* Weekends and Holidays Off
* Intensive Hands-on Training
* Team New Business Bonuses
* Robust Retirement Benefits: Simple IRA with 3% Employer Matching
* Short-Term and Long-Term Disability Insurance
* Work from Home: Enjoy the flexibility of working 2 days per week after the first 90 days of employment
**Career Growth Opportunities**
careerzynith is committed to the growth and development of our employees. We offer opportunities for professional growth and advancement, including:
* Intensive training programs to enhance your skills and knowledge
* Mentorship and coaching from experienced professionals
* Opportunities for advancement to leadership roles
* Competitive salary and bonus structure
**Work Environment and Company Culture**
careerzynith is a dynamic and fast-paced work environment that values teamwork, innovation, and customer satisfaction. Our agency is committed to creating a positive and inclusive work culture that supports the well-being and success of our employees.
**How to Apply**
If you are a motivated and experienced individual who is passionate about delivering exceptional customer service, we invite you to apply for the Experienced Personal Lines Insurance Customer Service Account Manager role at careerzynith. Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you!
**Expected Salary**
$35,000 - $55,000 per year
**Location**
Oxford, MI
**Job Date**
Tue, 15 Apr 2025 04:32:10 GMT
Apply for this job