Client Manager / CSR, Commercial Insurance

Ottawa Kent Insurance • Jenison, MI

1d • Hybrid

About The Position

As a Client Manager on our Commercial Insurance team, you will serve an existing book of middle market commercial clients from a variety of industries. Major categories include Construction, Manufacturing, Automotive, and other service-based businesses. If you know you can be their trusted insurance specialist and enjoy solving the complex situations they face, keep reading!

Requirements

• Licensed as a Property and Casualty insurance agent
• Experienced in Commercial insurance (minimum of 3 years preferred, don't hesitate to apply if you have 5, 10, or even 20+ years)
• Motivated by getting things done and checking off your To-Do list
• Great at helping customers in a timely manner
• Comfortable with computers and software

Nice To Haves

• Knowing Applied Epic is a BIG plus, but not required

Responsibilities

• Retain current clients
• Share technical expertise about insurance - products, coverages, client needs, forms, and proposals
• Complete day-to-day Commercial Lines Workflows - written confirmation of binding policies, certificates of insurance, endorsements and audits, renewal marketing
• Present additional coverages based on client needs
• Prepare accurate proposals and summaries of insurance

Benefits

• Annual salary based on experience plus potential for quarterly bonuses based on agency profitability
• Full benefits package (Medical, Dental, Life, Disability, FSA/HSA, 401k match, generous PTO plan and company holiday schedule)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed