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Customer Support
Customer Service Representative
Battle Creek, MI
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Smith Agency of Marshall LLC

Licensed Insurance CSR - P&C & Life

Job Description

Licensed Insurance CSR

  • P&C & Life 153 E Columbia Ave, Battle Creek, MI 49015 $48,000
  • $62,000 a year
  • Full-time Apply with Indeed Terry Smith Agency $42,000
  • 50,000 Base Salary + Commissions & Bonuses | Potential Earnings $60,000+ Full-Time W-2 | In-Office | Established Insurance Agency Put Your Insurance Experience to Work Where It Matters.

Are you an experienced insurance professional who enjoys building lasting client relationships, solving problems, and being the person customers know they can count on? At Smith Agency, we've built an established, high-volume insurance business with dedicated Sales and Service teams, each focused on what they do best. Our Sales team brings in new clients. Our Service team takes ownership of those relationships , delivers exceptional service, protects retention, and helps grow our existing book of business. We're looking for an experienced, licensed, Property & Casualty and Life insurance professional who takes pride in their expertise, values strong client relationships, and wants to be part of a professional team where their contributions are recognized and rewarded. If you love the relationship side of insurance, know how to retain business, and want the opportunity to earn more by taking great care of your clients, this could be an excellent next step in your career. Why Join Smith Agency? A Dedicated Service Team — No Cold Calling Lead Lists Our Service team operates separately from our new-business Sales team. You won't be cold calling purchased leads or working through prospect lists. Your opportunities come from serving our existing clients, strengthening relationships, reviewing coverage, and identifying additional insurance needs within our established book of business. Competitive Base Salary + Meaningful Earning Potential Earn a competitive base salary with additional opportunities through eligible P&C sales, Life insurance commissions, qualified referrals, and performance bonuses. Strong service professionals who consistently recognize opportunities and deliver results have the ability to increase their earnings. An Established Client Base Work with an existing book of business and build relationships that last. We believe some of the most valuable work in insurance happens after the initial sale, when clients need knowledgeable professionals they can trust. Professional Independence & Team Support We value experienced people who can think independently, manage their responsibilities, and make sound decisions. You'll work alongside a dedicated Service team in an agency that values accountability, teamwork, and excellent client care. A Career with Room to Grow Our Service career structure recognizes increasing expertise, account management capability, sound judgment, and professional contribution. Advancement is based on demonstrated performance and capability. What You'll Do This is a hands-on insurance service position focused on retaining, protecting, and growing our existing client relationships. Build strong, lasting relationships and become a trusted point of contact for our clients. Handle day-to-day insurance needs, including billing, payments, policy changes, endorsements, renewals, and coverage questions. Help clients navigate premium increases, review coverage, prepare requotes, and find solutions that protect their coverage and retain their business. Service and review existing Life insurance policies , assist with policyholder questions, beneficiary and policy-service requests, billing concerns, and changing Life insurance needs. Conduct meaningful account reviews to help clients understand their protection and identify potential coverage gaps. Identify appropriate opportunities to write additional P&C and Life business within your licensing, training, and agency authority. Generate qualified referrals and collaborate with our dedicated Sales team when clients have additional insurance needs. Assist with Commercial insurance service requests when experience and authorization allow. Manage client follow-up and account documentation while providing accurate, dependable service. Our agency serves a substantial client base, so you'll stay busy. We want someone who enjoys that pace, takes pride in solving problems, and understands the value of delivering excellent service consistently. The Experience We're Looking For This opportunity is designed for an experienced insurance professional who already understands the industry and enjoys working with existing clients. Required Qualifications Active Michigan Property & Casualty and Life insurance licenses. Proven experience in insurance customer service or account management. Strong working knowledge of Personal Lines insurance, including Auto, Home, policy servicing, renewals, and coverage reviews. Experience servicing Life insurance policies and confidently discussing Life insurance needs with clients. Experience handling client retention, rate increases, requoting, and protecting existing business. Excellent communication skills and a natural ability to build trust and rapport. Strong organizational skills, professional judgment, and a dependable track record of following through. Ability to confidently manage a busy client workload while maintaining accuracy and service quality. Additional Experience We Value Commercial insurance customer service, including policy changes, renewals, and account servicing. Experience handling complex client situations and challenging retention conversations. A proven ability to identify coverage opportunities and generate additional business from existing client relationships. This is not an entry-level position. We're looking for someone who brings real insurance experience and is ready to put that knowledge to work. Location & Schedule Battle Creek, Michigan —

Full-Time, In-Office Monday-Thursday:

8:30 AM-5:30

PM Friday:

8:30 AM-5:00 PM Ready to Take the Next Step in Your Insurance Career? If you're an experienced P&C and Life insurance professional who enjoys helping clients, takes pride in retaining business, and wants to be part of an established agency with a dedicated Service team, we'd like to hear from you. Apply directly through Indeed with your résumé. Tell us about your insurance experience, particularly your background in client retention, Life insurance servicing, and managing existing client relationships.

Pay:

$48,000.00

  • $62,000.

00 per year

Benefits:

401(k) Dental insurance Paid time off Vision insurance

Experience:

Account management: 2 years (Preferred)

License/Certification:

Property & Casualty License (Required) Life Insurance License (Required)

Work Location:

In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Bonuses/Stipends
  • Dental Insurance
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