Personal Lines Insurance Customer Service Account Manager Oxford MI

Action Insurance Service - Community Insurance Center

Personal Lines Insurance Customer Service Account Manager Oxford MI

Oxford, MI
Full Time
Paid
  • Responsibilities

    Benefits:

    Company parties

    Competitive salary

    Opportunity for advancement

    Personal Lines Insurance- Customer Service Account Manager:

    Community Insurance Center is an Oxford‑based insurance agency seeking a reliable, customer‑focused Personal Lines Customer Service Account Manager to join our team. If you enjoy helping others and take pride in providing quality service, we encourage you to apply.

    Position: Full-time

    Hours: Monday through Friday, 8:00 AM to 4:30 PM

    Our benefit packages are highly competitive and designed for qualified candidates who are ready to excel. Here’s what we offer:

    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.

    Join us and leverage these outstanding benefits to enhance your career!

    Key Job Responsibilities include, but not limited to: Here is a clear, de‑duplicated, and ADP‑friendly version of the task list with consistent wording and no repeats. You can paste this directly into the job posting.

    Key Job Responsibilities (include, but are not limited to):

    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

    Minimum Qualifications:

    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

    Competitive salary based on experience for a qualified candidate available for immediate placement.

    Flexible work from home options available.