About this opportunity
Harrison Gray Search lists this Personal Lines Customer Service Representative opportunity in bay city, Michigan. Review the employer’s description below for duties, qualifications and application requirements.
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.
Hours : 8 AM -5 PM with an hour lunch break.
Worksite address
bay city, MI, 48706, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.