Customer Service Coordinator ensuring high - level service and handling customer requests. Collaborating with departments to meet RMA service requirements and resolving complaints.
AI
Hybrid Personal Lines Insurance Customer Service Account Manager
Posted 3 hours ago
About the role
- Personal Lines Customer Service Account Manager at Community Insurance Center in Oxford, MI. Seeking a customer-focused candidate with insurance experience and excellent multitasking skills.
Responsibilities
- Respond promptly to customer requests via phone, eFax, text, and email for assigned accounts
- Maintain accurate and timely documentation in the AMS360 agency management system
- Process new business applications for home, auto, life, and umbrella insurance
- Assess customer risk prior to placement using tools such as Google Earth, local assessor data, and real estate websites
- Prepare and present quotes using Vertafore PL Rater and complete agency quote documentation
- Track and update new business and sales activity using Excel & Agency Zoom software.
- Process daily carrier downloads and review endorsements and renewals for accuracy
- Handle customer billing inquiries and assist with payment processing
- Retrieve, review, and manage carrier renewal reports
- Remarketing accounts as needed to maintain coverage and pricing
- Cross‑sell additional products to existing clients
- Work to recover lost or canceled business where appropriate
- Provide backup support to the Personal Lines department and front desk, including claims, endorsements, and cancellations
- Process mortgagee and lienholder changes
- Submit claim reports to carriers on the same business day received
- Process policy cancellations in accordance with agency procedures
- Complete carrier‑requested projects such as PIP verification and undisclosed driver reviews
Requirements
- Minimum of 4 years of experience in an independent insurance agency
- Active Property & Casualty license required
- Life & Health license preferred but not required
- Strong computer skills, including proficiency with Microsoft 365 (Word, Outlook, Teams), email, digital file management, and cloud‑based systems
- Ability to effectively multitask, prioritize, and follow through on tasks
- Excellent customer service and communication skills
- Ability to work collaboratively as part of a team while maintaining a professional and positive attitude
- Experience with agency management and rating systems such as Vertafore AMS360, ACS Rating, and PL Rater preferred
- Familiarity with carriers such as Citizens, Auto‑Owners, American Modern, Frankenmuth, Fremont, Progressive, Pioneer, Hagerty, Hastings, and Safeco is a plus.
Benefits
- Company parties
- Competitive salary
- Opportunity for advancement
- 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
- Annual Michigan sick time allowance 72 hours
- Weekends and Holidays Off
- Hands-on Training
- 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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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