Job Opportunities API

Independent Personal Lines Property & Casualty Insurance CSR/Retention Specialist (Licensed) Job Description Exciting opportunity in West Bloomfield, Michigan.  The Phil Klein Insurance Group is a rapidly growing Independent Insurance Agency specializing in home/auto, life, and business insurance.  Presently, we are looking to hire a personal lines-focused P&C licensed client service representative with prior experience in an independent agency setting. Job Duties: • Taking phone calls for existing clients and resolving their issues in a timely manner • assisting with "house" new business, re-writing of policies • account rounding • cross-selling other lines and services • Processes applications, cancellations & reinstatements, endorsements and other related work • Provides excellent customer care to new and existing clients and support to agents • Ensures full client satisfaction by offering options, resolving problems, initiating timely follow-up • Maintains close contact with clients to give updates on progress toward resolution of issues or service requests • Taking claim information and filing claims with carriers • Provides information regarding policies, identifies and prioritizes problems and issues • Gathers client information as necessary, then performs research, offers solutions, options and strategies • Verifies forms for completeness and accuracy of information and ensures timely completion and submission to carriers • Using our Agency Management System regularly to note accounts, update client information, and keep agency organized and running smoothly • Working with Agents to help close new and renewal business • Performs Annual Renewal Reviews and if needed remarket's the account. Qualifications: • • All applicants must presently hold an active property & casualty insurance license from the State of Michigan • At least 1 year insurance customer service experience with a proven track record of success • Must be familiar with common ACORD applications and certificates • Ability to understand and analyze personal and commercial lines coverage, forms and policies • Proficient in Excel, Word, Outlook, comfortable in a paperless environment and excellent typing • Excellent organizational, communication and time management skills • Individual must have at least a high school diploma Attributes: We are looking for an honest, well spoken and written, punctual, hard-working individual.  Applicants should be willing to learn and help improve our growing organization and is looking for long term career potential. Attention to detail and the ability to multi-task are required.  Business attire is required.