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Personal Lines Account Manager

2 months ago

Grand Rapids, Michigan, United States Lake Michigan Credit Union Full time
About the Role

We are seeking a highly skilled Personal Lines Account Manager to join our team at Lake Michigan Credit Union. As a key member of our insurance services team, you will be responsible for providing exceptional service to our Personal Lines clients, ensuring their insurance needs are met and exceeded.

Key Responsibilities
  • Assist and educate clients on insurance coverages and exclusions, billing inquiries, and other personal lines insurance questions.
  • Answer inbound calls through a phone queue and provide timely and accurate responses to client inquiries.
  • Process policy changes, premium payments, and underwriting requests in a timely and efficient manner.
  • Review and process policy renewals and remarkets, ensuring seamless transitions for our clients.
  • Work closely with our Producers and Sales team to ensure new accounts and changes to existing accounts are handled efficiently and effectively.
Requirements
  • A high school degree or equivalent.
  • An active or willing to obtain a Property & Casualty License.
  • Superior customer service skills, with a focus on building strong relationships with our clients.
  • Well-organized, self-motivated, and able to work in a high-volume, fast-paced environment.
  • AMS360 knowledge is a plus, but not required.
About Us

Lake Michigan Credit Union is a not-for-profit institution, owned by its members, rather than corporate stockholders. We are accountable directly to our members, who directly share in our success, benefiting from lower and fewer fees, better savings and checking interest rates, lower-cost mortgages, and a host of other advantages that don't exist at traditional banks.

We are proud of our past, thrilled with our present, and excited about our future. As a credit union, we are committed to serving our members' lifetime financial needs, providing ongoing training, development, support, and opportunities for growth and advancement in their careers.