Personal Lines Customer Service Representative

Personal Lines Customer Service Representative at Harrison Gray Search Personal Lines Customer Service Representative at Harrison Gray Search in University Center, Michigan Posted in about 2 hours ago.

Type:

full-time

Job Description:

Harrison Gray Search has partnered with a historic, community-rooted insurance agency in Bay City . As Michigan's oldest independent agency with over 175 years of history, our partner is a pillar of the Great Lakes Bay Region, known for treating clients like neighbors and prioritizing relationships over policy numbers. They offer a stable, innovation-driven environment where timeless personal service meets modern insurance solutions. Personal Lines Customer Service Representative We are seeking a dedicated professional to provide extraordinary service. In this role, you will act as a trusted advisor and advocate for their clients, ensuring their most important assets are protected through expert guidance and meticulous service.

Candidate Profile:

Our client is open to candidates from a variety of backgrounds, including carrier professionals with deep product knowledge seeking a client-facing role, captive agents or CSRs looking for the variety and flexibility of an independent agency, and experienced independent agency veterans searching for a stable, community-focused home to manage a personal lines book.

Core Responsibilities Client Relationship & Policy Management Exceptional Service:

Provide extraordinary client service while maintaining and growing an assigned personal lines book of business.

Policy Servicing:

Handle all policy servicing needs, including endorsements, renewals, and coverage questions.

Problem Resolution:

Resolve client issues and concerns with a professional, solution-oriented approach.

Billing Assistance:

Respond to billing and payment inquiries and assist with necessary processing.

Consultative Advising & Advocacy Client Education:

Educate customers on their specific coverage, policy changes, exclusions, and various carrier options.

Claims Advocacy:

Receive and submit claim information on behalf of clients and act as a dedicated advocate with carriers as needed.

Relationship Deepening:

Identify account rounding and cross-sell opportunities to ensure clients have comprehensive protection.

Technical & Operational Excellence System Management:

Maintain accurate and up-to-date client files within the agency management system. AMS 360 or Applied Epic experience is a plus.

Industry Tools:

Utilize agency management and comparative rating systems while maintaining a strong understanding of carrier procedures and reporting.

Product Expertise:

Stay current on evolving carrier products and industry offerings to best meet diverse client needs.

Agency Growth:

Participate in agency marketing initiatives and help promote brand awareness through social media.

Benefits :

Blue Cross Blue Shield Health Insurance Disability Insurance Life Insurance VSP Eye Insurance 401(k) with

Matching & Profit Sharing PTO & Paid Holidays Office :

Client's preference is fully on-site in Bay City. However, they are open to a hybrid work scenario (3 in office, 2 remote).

Hours :

8 AM -5 PM with an hour lunch break.