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Agency Management Jobs in Michigan (NOW HIRING)

MERCER AGENCY PLLC

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Client Services Specialist

Grosse Pointe Woods, MI · On-site

$19 - $24/hr

Maintain accurate, up-to-date client records in the agency management system * Collaborate with the agency team to ensure a seamless, consistent client experience at every touchpoint * Support the ...

MERCER AGENCY PLLC

Be Seen First

Client Services Specialist

Grosse Pointe Woods, MI · On-site

$19 - $24/hr

Maintain accurate, up-to-date client records in the agency management system * Collaborate with the agency team to ensure a seamless, consistent client experience at every touchpoint * Support the ...

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Agency Management information

What is the difference between Agency Management vs Insurance Agent?

AspectAgency ManagementInsurance Agent
CredentialsTypically requires licensing and management certificationsRequires insurance licensing and certifications
Work EnvironmentOversees agency operations, manages staff, and develops business strategiesWorks directly with clients to sell insurance policies
Employer & Industry UsageFound within insurance agencies, managing teams and operationsEmployed by insurance companies or agencies to sell policies
Search & Comparison IntentUnderstanding agency leadership roles and management responsibilitiesLearning about sales, client interaction, and policy selling

Agency Management involves overseeing the entire agency's operations, staff, and strategic growth, requiring management skills and industry knowledge. Insurance Agents focus on selling policies directly to clients, often holding sales licenses. While both roles require licensing, Agency Managers typically have additional management certifications and responsibilities. They work within the same industry but serve different functions within an insurance agency.

What are the key skills and qualifications needed to thrive as an agency manager, and why are they important?

To thrive as an Agency Manager, you need strong leadership, organizational, and strategic planning skills, often supported by a degree in business, marketing, or a related field. Familiarity with CRM platforms, project management tools, and digital marketing analytics systems is typically required. Outstanding interpersonal communication, problem-solving abilities, and adaptability help agency managers build client relationships and guide teams effectively. These skills are crucial for delivering successful client outcomes, maintaining operational efficiency, and driving agency growth in a competitive environment.

What is agency management?

Agency management refers to the process of overseeing, organizing, and directing the operations of an agency, such as an advertising, marketing, or staffing agency. This includes managing staff, budgets, client relationships, and project deliverables to ensure the agency meets its goals and client expectations. Effective agency managers coordinate teams, allocate resources, and implement strategies to drive business growth and maintain high client satisfaction. They also handle challenges such as tight deadlines, shifting priorities, and evolving industry trends.

What are some common challenges faced by professionals in agency management, and how can they be addressed?

Professionals in Agency Management often face challenges such as balancing client expectations with agency capabilities, managing tight deadlines across multiple projects, and ensuring effective communication between internal teams and clients. To address these challenges, it’s important to set clear expectations with clients from the outset, prioritize tasks effectively, and foster open communication within your team. Leveraging project management tools and regularly scheduled check-ins can also help keep projects on track and ensure everyone is aligned.
What are popular job titles related to Agency Management jobs in Michigan? For Agency Management jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Agency Management jobs in Michigan look for? The top searched job categories for Agency Management jobs in Michigan are:
Agency Management jobs near you
Infographic showing various Agency Management job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Personal Lines Account Manager

Emil Rummel Insurance Agency

Caro, MI • On-site

$50K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

SUMMARY
  • Responsible for making a positive and professional impression on people who call and/or visit our agency, focusing on friendly, efficient, and prompt service. 
  • Provide comprehensive consultative sales and service experiences to existing Personal Lines Clients and prospective new clients by writing, maintaining, expanding, and servicing accounts. 
  • Maintain excellent relationships with clients, account managers, other account executives, producers, and companies. 
  • Execute agency workflows and work politely with other agency personnel, prospects, clients, and insurance company team members.
  • Demonstrate leadership among fellow employees as opportunities allow. 
  • Engage in activities to encourage relationships and referral business.

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Receive incoming inquiries from clients via phone calls, email, or fax. 
  • Process information as outlined in PL Procedures Manual meeting insurance company requirements, agency coverage standards and proper documentation in agency computer system
  • Obtain updated contact information on every contact including address, phone numbers and email addresses. 
  • Document updated information in agency computer system and other systems as needed
  • Maintain your agency management system home screen that houses all client activity, as well as your Outlook inbox, in a timely and organized manner – report to Personal Lines Manager should your workload fall behind
  • Review current coverage and premiums on renewal business
  • Endorse, requote, remarket, upsell when applicable
  • Manage accounts holistically by looking for account rounding opportunities – discuss, quote, offer, sell to existing renewal client
  • Offer up discussions regarding CL business, Farm/Ag & Life accounts to shed light on cross-departmental opportunities – refer to proper department
  • Obtain referral prospects from existing clients – enter in agency management system and refer to
    appropriate staff members for contact
  • Process and issue new policies for insureds (typically for friends family or if no producer is available) – this includes gathering information on appropriate forms, preparing quotes, obtaining signed applications, collecting down payments, and transmitting new policy information to insurance companies
  • Provide information to banks, mortgages, and car dealers, as requested by insureds
  • Receive claim information from insureds and advise of coverage availability and future policy implications of claim submission. Assist policy holders in resolution of claim if issues arise in settlement
  • Process policy cancellations as requested by insured following PL Manual procedures. Determine reason for cancellation and document in computer as outlined in PL workflow
  • Communicate underwriting requirements for continued insurance as outlined by insurance companies. Work with clients to resolve underwriting issues and continue coverage with the best possible policy protections
  • Maintain working knowledge of all company websites, computer software systems, and company underwriting guidelines and eligibility guidelines
  • Attend all scheduled staff meetings, prepared with items assigned for meeting participation
  • Understand and adhere to documented workflows; recommend changes/improvements as identified
  • Understand applicable incentive goals and follow procedures to keep track of progress toward achieving them
  • Escalate issues with co-workers, carriers, systems, workflows, etc. with Personal Lines Manager, as needed
  • Consistent attendance is required at the workplace to successfully perform essential job requirements – all schedule changes, PTO requests, emergency related items should be approved by the Personal Lines Manager
  • Obtain and maintain a valid Michigan agent’s license and CISR designation (if applicable)
  • Participate in seminars and classes for skill, knowledge, and professional development
  • Maintain good working relationship with fellow ERA employees – Live out Agency Core Values of Honesty, Integrity, Professionalism, Relationships Matter, and Learning, Developing and Growing
  • Assume other duties as required and assigned
COMPETENCIES
  • Personal Lines Insurance Capacity
  • Time Management
  • Problem Solving/Analysis
  • Communication Proficiency
  • Ethical Conduct
  • Teamwork Orientation
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, agency management system, phones, copier/printers, texting software, and fax inbox.
POSITON TYPE/EXPECTED HOURS OF WORK
This is a full-time position. Alternate work schedules may be offered. 80/20 (office/home). Days and hours of work are Monday through Friday, 8:00am to 5:00pm.
EDUCATION AND EXPERIENCE
  • Property and Casualty State license(s): Preferred upon hire, will be required within 6 months
  • Life License Preferred: Preferred
  • Professional Designations CISR or CIC: Preferred upon hire, will be required within 24-36 months
  • High School Diploma/College/Equivalent Experience: Required
  • Customer service experience: Required
  • Computer experience: Required