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Phil Klein Insurance

4 jobs near Columbus, OH

Licensed P&C Insurance CSR / Retention Specialist

Phil Klein Insurance

West Bloomfield, MI • On-site

$30K - $40K/yr

Full-time

Re-posted 12 days ago

Job description

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.

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