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Mid Valley Insurance

Personal Lines Account Manager

Posted 27 minutes ago
2-5 years experience
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AI Summary

The Account Manager will maintain and strengthen customer relations by servicing existing insurance accounts and processing daily service items. They are also responsible for monitoring renewals, processing new business, and conducting on-site client policy reviews.

Company Overview

Mid Valley Insurance is a leader in personal and commercial lines insurance sales.  We offer a comprehensive and proven sales strategy to allow our agents to be as successful as they want.  Mid Valley has contracts with the top Independent Insurance Companies in the State of Michigan which allows for producers to close sales at a level far exceeding industry standards.  Mid Valley Insurance offers a system and process which allows for tremendous freedom for the right person.  The right person can flourish and make a great living at Mid Valley Insurance.  

Responsibilities and Duties

  • Maintain and strengthen customer relations by servicing existing insurance accounts
  • Process payments, change requests, and other service items that come with the day to day activities in an insurance agency
  • Handle customers in a professional way
  • Process and monitor renewals and new business into the agency.  
  • On-site client meetings to review policies
  • For the right person, remote work capabilities. 

Qualifications and Skills

  • Prefer Customer Service or Account Manager experience or equivalent.  Additional insurance licensing may be required to obtain in the future.
  • Must be Microsoft Office proficient 
  • Must display above average attention to details and must be able to communicate in a number of ways (Verbal and Written)
  • The applicant must be able to multi-task and be highly organized

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