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Insurance CSR Retention Specialist

Company: Alera Group
Location: Troy
Posted on: January 9, 2022

Job Description:

Alera Group has an 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. Responsibilities

  • Take phone calls for existing clients and resolving their issues in a timely manner
  • Assist with "house" new business, re-writing of policies
  • Cross-sell other lines and services
  • Process applications, cancellations & reinstatements, endorsements and other related work
  • Provide excellent customer care to new and existing clients and support to agents
  • Maintain close contact with clients to give updates on progress toward resolution of issues or service requests
  • Taking claim information and filing claims with carriers
  • Provide information regarding policies, identifies and prioritizes problems and issues
  • Gather client information as necessary, then performs research, offers solutions, options and strategies
  • Verify forms for completeness and accuracy of information and ensure timely completion and submission to carriers
  • Usie Agency Management System regularly to note accounts, update client information, and keep agency organized and running smoothly
  • Work with Agents to help close new and renewal business
  • Perform Annual Renewal Reviews and if needed remarket-- - -s the account. Qualifications
    • Must presently hold an active property & casualty insurance license from the State of Michigan
    • Minimum 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
    • Must have a high school diploma Equal Opportunity Employment We-- - -re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you-- - -re a California resident, please read the California Consumer Privacy Act prior to applying. #pandoIQPandoLogic. Keywords: Customer Service Representative, Location: Troy, MI - 48083

Keywords: Alera Group, Troy , Insurance CSR Retention Specialist, Other , Troy, Michigan

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