POSITION: Personal Lines CSR

COMPANY: Tucker Insurance Agency

LOCATION: Canton, MI

COMPENSATION: Competitive compensation based on experience

VISION OF THE ROLE:

The Customer Service Rep takes care of personal lines clients, consults and quotes new clients, pursues continuous education, and helps drive the retention and growth of Tucker Insurance Agency. Customer Service Reps must exemplify a consultative and service-minded approach to clients and prospects while developing extensive personal lines insurance knowledge covering homeowners, auto, and other personal lines products.

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OUTCOMES:

- Master required technology including IMS, Outlook, Microsoft Word, etc.

- Recognize client needs, provide education, and cross-sell additional coverages to protect individuals

- Handle client service proactively and respond rapidly on service requests

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MAJOR ACTIONS OR INITIATIVES:

- Manage renewals autonomously while meeting deadlines and creating a great client experience

- Act as a client advocate throughout major personal claims

- Act as a primary point of contact for personal lines customers

- Remarket and requote personal lines policies, ensuring existing clients have the best coverage at the best price

- Act as a liaison between insurance carriers and clients

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ROUTINES

- Advise clients and prospects regarding auto, home and personal liability coverages

- Manage client communications across phone, text, email and other mediums

- Renew client policies via renewal list while handling cancellations and other policy changes

- Address client bills and pursue payments when necessary

- Prepare and deliver binders and billing statements

- Handle day to day service requests related to coverages and billing

- Organize and handle significant and sensitive client data in accordance with agency standards

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DESIRED QUALIFICATIONS:

- 3 years personal lines insurance experience

- Willingness to pursue Michigan General Lines or Personal Lines Property and Casualty Agent License

- High school diploma or equivalent

- College degree a plus

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ABOUT TUCKER INSURANCE AGENCY:

Tucker Insurance Agency is a reputable family business deeply rooted in the values of trust, integrity, and commitment. Founded by Tom Tucker, our dedicated team of family members and staff share a common belief in fostering enduring relationships with our clients and the local community. We actively engage as sponsors, members, and volunteers for various local events and organizations, demonstrating our unwavering dedication to making a positive impact. For over five decades, we have proudly served Southeast Michigan, with our independent insurance agency finding its home in Bellville/Canton since 1998. With a genuine focus on our clients' best interests, our team is committed to providing exceptional insurance solutions and personalized service they can rely on.

Tucker Insurance Agency Customer Service Reps get to be part of growing an agency with a great team and we pride ourselves on being knowledgeable professionals delivering quality products while building long client relationships. We support our team members in pursuing certifications. In addition to competitive compensation, we aim to take care of our team like family and provide a comprehensive benefits package and generous PTO.

Job Type: Full-time

Pay: $17.00 - $21.50 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 3 years

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Application Question(s):

• Please describe your current work situation and what interested you in this position. Thank you!

Experience:

• Personal Lines Insurance: 3 years (Required)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: In person