Respond promptly to customer requests via phone, eFax, text, and email for assigned accounts
Maintain accurate and timely documentation in the AMS360 agency management system
Process new business applications for home, auto, life, and umbrella insurance
Assess customer risk prior to placement using tools such as Google Earth, local assessor data, and real estate websites
Prepare and present quotes using Vertafore PL Rater and complete agency quote documentation
Track and update new business and sales activity using Excel & Agency Zoom software.
Process daily carrier downloads and review endorsements and renewals for accuracy
Handle customer billing inquiries and assist with payment processing
Retrieve, review, and manage carrier renewal reports
Remarketing accounts as needed to maintain coverage and pricing
Cross‑sell additional products to existing clients
Work to recover lost or canceled business where appropriate
Provide backup support to the Personal Lines department and front desk, including claims, endorsements, and cancellations
Process mortgagee and lienholder changes
Submit claim reports to carriers on the same business day received
Process policy cancellations in accordance with agency procedures
Complete carrier‑requested projects such as PIP verification and undisclosed driver reviews

Minimum of 4 years of experience in an independent insurance agency
Active Property & Casualty license required
Life & Health license preferred but not required
Strong computer skills, including proficiency with Microsoft 365 (Word, Outlook, Teams), email, digital file management, and cloud‑based systems
Ability to effectively multitask, prioritize, and follow through on tasks
Excellent customer service and communication skills
Ability to work collaboratively as part of a team while maintaining a professional and positive attitude
Experience with agency management and rating systems such as Vertafore AMS360, ACS Rating, and PL Rater preferred
Familiarity with carriers such as Citizens, Auto‑Owners, American Modern, Frankenmuth, Fremont, Progressive, Pioneer, Hagerty, Hastings, and Safeco is a plus.

Company parties
Competitive salary
Opportunity for advancement
Comprehensive Health Insurance (BCBS)
Life Insurance Coverage
Dental and Vision Insurance
Generous Paid Holidays
Attractive Bonus Opportunities
Paid Time Off: 20 days (4 weeks) annually
Annual Michigan sick time allowance 72 hours
Weekends and Holidays Off
Hands-on Training
Retirement Benefits: Simple IRA with 3% Employer Matching
Short-Term and Long-Term Disability Insurance
Work from Home: Enjoy the flexibility of working 2 days per week after the first 90 days of employment.

Personal Lines Insurance Customer Service Account Manager

Key skills