LMCU · 9 hours ago
Personal Lines Insurance Sales
Grand Rapids, MI
Full-time
Onsite
Entry Level
1+ years expLake Michigan Credit Union is one of the largest credit unions in the nation, and they are seeking a Personal Lines Account Executive. This role is responsible for providing member services to Personal Lines members, assisting in the collection of client business goals, and creating innovative solutions to achieve set goals.
BankingFinanceFinancial ServicesNon Profit
Responsibilities
Communicates with members by phone and/or in person and receives information
Responds to normal account servicing needs during policy year, including endorsements, certificates, binders, auto ID cards, filings, etc
Reviews and coordinates renewal of assigned accounts with Manager
Maintain organized account files with proper documentation
Negotiate or assist in negotiating premiums for renewal
Process account billings, verify accuracy of premiums and commissions
Responsible for adhering to and complying with all applicable federal and state laws, regulations and guidance, adhering to Bank policies and procedures, and completing required training
Prepares proposal of final coverages for customers
Performs other job related duties as assigned
Qualification
Required
A minimum of one year up to three years of similar or related experience, including preparatory experience
A high school degree or equivalent
Attention to detail is a critical component of the position
A significant level of trust, credibility and diplomacy is required
Strong communication skills, both in verbal and written form
Ability to interpret insurance documents
Ability to communicate effectively with both internal and external members
Experience in MS Outlook, Excel and Word
Regular use of core banking software
State property and casualty license required
Must have general certificate of insurance and fulfill continuing education requirements to retain license
Preferred
College degree is preferred
Benefits
Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision
Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
Retirement options like 401 (k) with company match.
Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time.
Tuition reimbursement
Company
LMCU
You’ll enjoy a rewarding, professional environment where you’ll be encouraged to innovate and excel.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Peter Dann
Chief Financial Officer
Dharmesh Patel
COO - Southwest Florida Region
Recent News
2025-10-09
2025-07-25
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