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Client Relations Account Manager

2 months ago

Lansing, Michigan, United States Al Bourdeau Insurance Agency Full time

Join the Al Bourdeau Insurance Agency, a reputable insurance provider dedicated to serving clients with excellence. We are in search of a driven and meticulous individual to become part of our team as a Personal Lines Processing Specialist. In this position, you will serve as the main liaison between the Agency and our valued clients, ensuring that services are delivered efficiently and accurately.

We seek a candidate who is focused on customer satisfaction, thrives in a dynamic work environment, and possesses a strong commitment to contributing to a successful team. If you are interested in a rewarding career in the insurance sector and take pride in delivering outstanding service to clients, we encourage you to consider this opportunity.

Benefits

• Competitive Base Salary with Bonus Potential

• Paid Time Off (PTO)

• Flexible Work-from-Home Options

• Comprehensive Health Insurance

• Dental and Vision Coverage

• Life and Disability Insurance

• Hands-on Training Provided

• Monday to Friday Work Schedule

• Opportunities for Career Advancement

• Retirement Savings Plan

• Evenings Off

• Complimentary Coffee and Snacks in the Office

• Team Building Events and Community Engagement

• Casual Dress Code

• Paid Holidays

• In-Office Performance Bonuses

• Participation in Charity Events

• Family-Oriented Work Environment


Key Responsibilities

In this role, you will support clients with their claims, policy modifications, underwriting updates, billing inquiries, premium financing, and insurance certificates. You will also respond to underwriting requests and provide guidance on essential factors that influence coverage and costs.

The Personal Lines Processing Specialist will assist agents with tasks such as processing renewals, preparing renewal applications, conducting renewal marketing, maintaining accurate records, and managing policy changes requested by clients. Your role will be crucial in alleviating the workload of agents while keeping them informed about their accounts.


Qualifications

• Minimum of 1 year of experience in the property and casualty insurance field

• High school diploma or equivalent

• Strong interpersonal skills

• Proficient in modern web-based applications

• Familiarity with Microsoft Windows, Word, and Outlook

• Excellent typing skills

• Strong organizational and communication abilities

• Capable of managing multiple tasks simultaneously