Licensed Personal Lines Client Service Representative (CSR)

Licensed Personal Lines Client Service Representative (CSR)

Alper Services LLC | West Bloomfield, MI, 48324, US
Salary Range:$35,000 – $49,000 Salary range estimated by Zippia

Posted 19 days ago

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Phil Klein Insurance Group, an Alera Group Company is seeking a Licensed P&C Client Service Representative to join their team!

PKIG is a 5-star rated independent insurance agency headquartered in West Bloomfield. PKIG is partnered with over 90 of the nation's top insurance carriers. We do not work for one insurance company - We Work for You!

Our goal is to provide our clients with high-quality and competitive insurance options that are tailored to their needs. We will take the time to understand your personal and business goals to provide you with the most effective and appropriate coverage. Our mission is to keep you prepared for potential risks, make sure you understand your coverages before you have to use them, and recover from the unexpected.


* Taking phone calls for existing clients and resolving their issues promptly.
* Assisting with "house" new business and re-writing of policies.
* Account rounding.
* Cross-selling other lines and services.
* Processes applications, cancellations & reinstatements, endorsements, and other related work.
* Provides excellent customer care to new and existing clients and support to agents.
* Ensures full client satisfaction by offering options, resolving problems, and initiating timely follow-ups.
* Maintains close contact with clients to give updates on progress toward resolution of issues or service requests.
* Taking claim information and filing claims with carriers.
* Provides information regarding policies, and identifies and prioritizes problems and issues.
* Gathers client information as necessary, then performs research, and offers solutions, options and strategies.
* Verifies forms for completeness and accuracy of the information and ensures timely completion and submission to carriers.
* Using our Agency Management System regularly to note accounts, update client information, and keep the agency organized and running smoothly.
* Working with Agents to help close new and renewal businesses.
* Performs Annual Renewal Reviews and if needed remarket's the account.


* All applicants must presently hold an active property & casualty insurance license from the State of Michigan
* At least 1-year insurance customer service experience with a proven track record of success
* Individual must have at least a high school diploma
* Must be familiar with common ACORD applications and certificates
* Ability to understand and analyze personal and commercial lines coverage, forms, and policies
* Proficient in Excel, Word, and Outlook, comfortable in a paperless environment, and excellent typing
* Excellent organizational, communication, and time management skills

Equal Opportunity Employment

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.