Customer Service Insurance Professional - Personal Lines

Overview

The Customer Service Insurance Professional - Personal Lines at Frankenmuth Insurance is responsible for providing effective customer service for internal and external customers. Using in-depth knowledge of Personal Lines products, company forms, and programs, the role involves front line underwriting of current business, proactive cross sell and upsell, and thorough risk assessment at the time of quote, binding, and issuance.

Essential Duties and Responsibilities

• Respond to inquiries regarding insurance availability and eligibility.
• Review policy coverages, advise on options, and process changes.
• Conduct full underwriting and risk assessment for quotes and renewals.
• Process policy changes and replacement cost estimators.
• Maintain detailed records of customer interactions.
• Identify sales opportunities for additional insurance products.
• Provide training support and create tools/job aids for team members.

Qualifications

Requires two to four years related experience or an associate's degree, with a valid Property & Casualty License and legal ability to work in the United States.

Key Skills/Competency

• Customer Service
• Underwriting
• Risk Assessment
• Insurance Products
• Sales
• Policy Management
• Communication
• Training
• Detail Oriented
• Problem Solving