Personal Lines Account Manager

LMCU•Grand Rapids, MI

About The Position

Lake Michigan Insurance Agency (LMIA), part of Lake Michigan Credit Union, is seeking a detail-oriented and service-focused Personal Lines Account Manager to support our growing book of personal insurance business. This role is responsible for delivering exceptional service to Personal Lines clients, managing renewals and policy changes, and partnering closely with Producers and the Sales team to ensure member needs are met with accuracy, care, and professionalism. The Personal Lines Account Manager will manage a designated group of accounts, working independently and collaboratively, and serving as a trusted resource to clients on coverage, billing, and policy servicing needs. LMCU is an Equal Opportunity Employer Lake Michigan Credit Union is fundamentally different than a bank, both in our structure and mission. Our goal has always been to do what is best for our members. This approach guides every decision we make and every service we offer. As a credit union, our goal isn’t to generate profits for shareholders, it’s to improve the lives of our members. LMCU is consistently rated in the top ten in the nation for Return of the Member by Callahan & Associates, meaning we give back more to our members in the form of higher rates when they save and lower rates when they borrow. At LMCU, the emphasis on delivering real value to our members has been job one, since day one. As one of the largest credit unions in the nation for several years running, LMCU has earned many awards and accolades such as inclusion as one of the 101 Best and Brightest Companies to Work For Nationally and being recognized by Forbes as a Great Place to Work. As an employee, you'll enjoy a stimulating, professional atmosphere, supported by the latest technology, training, and development. We recognize that a healthy balance between work, home life, and play is essential to our employees and our success. We offer a friendly, respectful and inclusive work environment, fun employee activities and rewarding community involvement opportunities. You’ll love working here at Lake Michigan Credit Union! LMCU is an Equal Opportunity Employer

Requirements

Minimum of 1-3 years of similar or related insurance, financial services, or customer service experience.
Active Property & Casualty license or willingness to obtain within a defined timeline
Superior customer service skills and a client-first mindset
Strong attention to detail and organizational ability
Able to thrive in a high-volume, fast-paced environment
Self-motivated and able to manage competing priorities
Strong verbal and written communication skills
Ability to work both independently and as part of a team

Nice To Haves

Associate degree (two-year college) or equivalent business/trade school coursework preferred; equivalent experience will be considered
Experience with AMS360 or similar agency management system is a plus

Responsibilities

Client Service & Support Assist and educate clients on personal insurance coverages, exclusions, and policy options
Respond to inbound client inquiries through a shared call queue in a timely and professional manner
Answer billing questions and assist with payment processing
Provide guidance on claims processes and carrier procedures when needed
Policy Servicing Process policy changes, endorsements, and premium payments using carrier websites and agency management systems
Review and complete policy renewals, identifying opportunities for coverage improvement or cost savings
Manage remarketing efforts when appropriate to ensure competitive coverage for clients
Review and address non-renewals and cancellations, determining appropriate next steps
Collaboration & Underwriting Partner closely with Producers and the Sales team on new business and changes to existing accounts
Respond to carrier underwriting requests and documentation needs in a timely and accurate manner
Maintain clear documentation of client interactions and policy activity within agency systems