Skip to Main Content

Personal Lines Account Manager/CSR

Top O' Michigan Insurance Agency Gaylord, MI
  • Expired: over a month ago. Applications are no longer accepted.

Job Summary: We are an ambitious and entrepreneurial insurance agency growing rapidly in Michigan looking for a highly motivated individual to join our team as a Personal Lines CSR - Account Manager. This can be a high paced position so organization, attention to detail and superior customer service is a must. We will license and train the right person!

We represent a premier group of insurance companies which enables you to provide multiple quotes for your clients to meet their insurance needs at a competitive price. Retain current clients by proactively recognizing client needs and providing advanced solutions. We believe that we operate best as a team so there will also be occasional producer support duties to assist in the overall smooth operation of the personal insurance department.

ESSENTIAL FUNCTIONS

• Manage renewal and new business proposal processes
• Develop and maintain strong carrier and client relationships
• Prepare for and attend client meetings
• Assist clients in reporting claims and throughout claim process as needed
• Perform insurance policy, coverage, and exposure reviews
• Handle service, processing or claim situations with client and/or carrier personnel
• Identify and assist in developing cross selling opportunities
• Pursue a program for personal and professional development
• Perform projects and tasks as delegated

KNOWLEDGE, SKILLS & ABILITIES

• Prior insurance experience is preferred but not required; we will train and license the right person
• Possess a genuine willingness to learn; be intuitive, resourceful and coachable
• Possess an upbeat, positive and enthusiastic attitude
• Excellent communication and interpersonal skills
• Confident, self-starter who works well independently
• Must have ability to multi-task
• Career minded vision
• Proficient with technology and comfortable learning new software
• Microsoft Office Suite: Outlook, Word, Excel & PowerPoint

TRAINING & EXPERIENCE

• High School Diploma or equivalent
• Property & Casualty license is preferred but will help the right person obtain license
• Life & Health license is preferred but not required
• Professional designations in insurance programs such as CISR, CIC, CPCU, ARM desired but not required

COMPENSATION & BENEFITS

At Top O’ Michigan Insurance, we want you to achieve an even work-life balance. As a personal lines account manager, you will build a book of business with increased opportunities for bonuses. Salary is negotiable based on experience and production. We will nurture your learning, support your endeavors, and encourage your professional and individual growth.

Other benefits you will enjoy as an Account Manager include:

• Medical Insurance (HSA)
• 401(k) Retirement Plan(With matching)
• Work-site Life and Disability Plans Offered
• Annual Performance Reviews & Goal Setting
• New Business Incentives
• Profit Sharing
• Net Growth Incentive Cruises
• PTO, Paid Holidays and Time Match for Community Service

Top O' Michigan Insurance Agency

Why Work Here?

As a 3rd generation agency, TOMIA is a family; focused on success of our team, clients and communities. Our success is your success!

Top O' Michigan has provided personal, business, agribusiness and life/health insurance solutions for almost 45 years and has an unlimited future! With multiple locations throughout Northern Michigan, we continue to serve thousands of clients throughout the Midwest. We have a dedication to technology to improve workflows and efficiency in servicing our clients. As a 3rd generation agency, TOMIA separates from the pack. We have a relaxed but focused sales culture with the energy, resources and enthusiasm for rapid growth. The dynamics of our locations can be easily compared to that of a family. We want everyone in the family to succeed in their careers and remain a strong component of our TOMIA family. Our insurance agency has 8 locations throughout Northern Michigan and we're looking to expand our team. New positions are now available! We have offices in the following locations: Petoskey, Gaylord, Oscoda, Traverse City, Alpena, Hillman, Iron River, and Mio. Our Mission Statement: "We will provide unparalleled and caring service to our clients through our knowledgeable staff and give back to our employees, agency, industry and our communities." This means providing incentives to our team for reaching goals, donating labor and financial support throughout the communities we serve and helping to improve faults in the industry to name a few.

Address

440 W. Main Street, Suite F, Gaylord, MI 49735
Gaylord, MI
USA

Website