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Personal Lines Account Manager/csr

4 months ago

Holland, United States Ottawa Kent Insurance Full time

**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
- 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?
- Our Team - successful people make successful businesses, so we provide employees with an environment in which they can excel.
- Our Purpose - you’ll help people pursue opportunities and protect families.
- 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 Holland, 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