Personal Lines Account Manager/CSR

Personal Insurance Account Manager / CSR 

Are you a driven Account Manager / CSR ready to realize your full potential? How would you like to: 

• Create genuine connections with your teammates and clients 
• Help people pursue opportunities and protect families 
• Use your customer service ability to grow a local agency 

In this role you will service an existing group of clients with coverage questions, changes and endorsements, billing, and more. 

Compensation and Benefits for this role include… 

• Annual salary based on experience 
• Hybrid schedule – remote work is possible, or can work 100% in office if desired 
• Full benefits package (Medical, Dental, Life, Disability, FSA/HSA, 401k match, PTO, Paying it Forward time) 

To be successful in this position, you’ll need to be: 

• Licensed as a Property and Casualty insurance agent 
• Experienced in Personal insurance (minimum of 1 year required) 
• Motivated by getting things done and checking off your To-Do list 
• Great at helping customers over the phone and email in a timely manner 
• Comfortable with computers and software - knowing Applied Epic is a big plus, but not required 

As an Account Manager at Ottawa Kent, you’ll be expected to: 

• Retain current clients 
• Share technical expertise about insurance - products, coverages, client needs, forms, and proposals. You’ll be involved in both New and Renewal marketing. 
• Complete day-to-day Personal Lines Workflows - written confirmation of binding policies, certificates of insurance, endorsements and audits. 
• Grow accounts by seeing cross-selling opportunities 
• Prepare proposals and summaries of insurance in both our agency management system and insurance carrier’s rating systems. 

Why do you want to be at Ottawa Kent? 

1. Our Team - successful people make successful businesses, so we provide employees with an environment in which they can excel. 

1. Our Purpose – you’ll help people pursue opportunities and protect families. 

1. Our Future - Ottawa Kent is part of a growing agency group with 150+ locations across the United States. We have technology, industry knowledge, and access to carriers you won’t find at 99% of insurance agencies. 

Where is the location and what are the work hours? 

• Onboarding and initial training will be in Byron Center, Michigan, with the possibility afterwards to work out of another Ottawa Kent office location (Byron Center, Holland, Martin, Sparta, Jenison) 
• Full time; 40 hours a week 

We are looking to hire this person ASAP. If this sounds like you or someone you know, apply right now!