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TropolisPosted 2 months ago

Customer Service Representative

On-siteNorthville, Michigan, United States

Full TimeSmall

Job Summary

Serve as the primary point of contact for client service requests on assigned accounts, processing policy changes, endorsements, evidence of insurance, ID cards, cancellations, reinstatements, and billing support with speed and accuracy. Support the renewal process by confirming updated household and risk information, reviewing documents for changes, and coordinating client communications to keep renewals on track. Assist with new business onboarding by collecting required information, confirming coverage details, and coordinating policy issuance and delivery. Prepare client-ready correspondence, basic coverage summaries, and explain policy documents clearly. Maintain thorough documentation and file hygiene within the agency management system, track open items, follow up with carriers and clients, and manage multiple priorities. Partner with producers and account managers to identify rounding and cross-sell opportunities and improve retention through proactive service. This role requires a current Property and Casualty insurance license, at least 3 years of experience in an independent insurance agency, and is based in Northville, MI with a 5-day in-office schedule.

Required Qualifications

  • Current Property and Casualty insurance license in good standing
  • At least 3 years of experience in an independent insurance agency supporting property and casualty accounts
  • Working knowledge of personal lines coverages, servicing workflows, and carrier processing requirements
  • Strong organization and follow through across multiple concurrent deadlines
  • Excellent written and verbal communication, with the ability to support clients professionally and efficiently
  • High attention to detail and commitment to documentation, compliance, and E&O controls
  • In office 5 days per week
  • Hybrid may be available for the right candidate
  • Employment is contingent upon successful completion of any pre-employment testing required for the role
  • Satisfactory background check

Desired Qualifications

  • Applied Epic experience

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