Personal Lines Account Manager

Lake Michigan Credit Union • Grand Rapids, MI

20h

About The Position

Lake Michigan Insurance Agency (LMIA), owned by Lake Michigan Credit Union, is seeking a Personal Lines Account Manager to join our growing team. This role is ideal for a customer-focused insurance professional who enjoys building relationships, managing multiple priorities, and delivering exceptional service in a fast-paced environment. As a Personal Lines Account Manager, you will be responsible for servicing and supporting personal insurance clients while working closely with Producers and the Sales team to ensure a seamless client experience. We’re proud of our past, thrilled with our present, and couldn’t be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan. As a credit union, LMCU is a not for profit institution, owned by its members, instead of corporate stock holders. We are accountable directly to our members, and they directly share in our success – benefitting by lower and fewer fees, better savings and checking interest rates, lower cost mortgages and a host of other advantages that simply don’t exist at traditional banks. It’s about always doing what’s best and right for our members - it guides everything we do. From friendly, knowledgeable and professional employees who greet you by name, to offering stellar value at every turn, LMCU works for its members. Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day. As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members’ lifetime financial needs. You’ll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals. Have additional questions about the role? You may email us at: [email protected] . If you lack access to the internet or internet connectivity, or have a disability that hinders your ability to apply online, please choose one of the following options to obtain assistance: Call us at: [phone] Mail your resume to: 5664 Prairie Creek Drive, Caledonia, MI 49316 Please Note: These options are reserved for use by individuals requesting an accommodation as a candidate. Information received via these options will be routed to our HR team, who will provide appropriate assistance to facilitate the completion of LMCU’s online application. LMCU is an Equal Opportunity Employer

Requirements

• A minimum of one year up to three years of similar or related experience.
• A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours.
• Active Property & Casualty License, or willingness to obtain one within a designated timeframe.
• Strong customer service mindset with excellent communication skills.
• Highly organized, detail-oriented, and self-motivated.
• Ability to manage a high volume of work in a fast-paced environment.
• Comfortable working independently and collaboratively within a team.

Nice To Haves

• Experience with AMS360 is a plus.
• Proficiency navigating carrier portals and agency management systems.

Responsibilities

• Serve as primary point of contact for personal lines clients. assisting with: coverage questions and explanations; Policy exclusions and recommendations; Billing inquiries and premium payments; General insurance-related questions
• Answer inbound client calls and provide timely, accurate support.
• Process policy changes, endorsements, and premium payments using the agency management system
• Review and process policy renewals and remarkets to ensure appropriate coverage and competitive pricing
• Evaluate non-renewals and cancellations, determining next steps and taking appropriate action
• Partner closely with Producers and the Sales team on new business submissions and changed to existing accounts
• Maintain accurate documentation and compliance with agency and carrier standards

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree