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LMCU · 1 day ago

Personal Lines Account Manager

Grand Rapids, MI

Full-time

Onsite

Entry, Mid Level

1+ years exp

Lake Michigan Credit Union is seeking a detail-oriented and service-focused Personal Lines Account Manager to support their growing book of personal insurance business. This role is responsible for delivering exceptional service to clients, managing renewals and policy changes, and collaborating with the Sales team to meet member needs with professionalism.

BankingFinanceFinancial ServicesNon Profit

Responsibilities

Assist and educate clients on personal insurance coverages, exclusions, and policy options

Respond to inbound client inquiries through a shared call queue in a timely and professional manner

Answer billing questions and assist with payment processing

Provide guidance on claims processes and carrier procedures when needed

Process policy changes, endorsements, and premium payments using carrier websites and agency management systems

Review and complete policy renewals, identifying opportunities for coverage improvement or cost savings

Manage remarketing efforts when appropriate to ensure competitive coverage for clients

Review and address non-renewals and cancellations, determining appropriate next steps

Partner closely with Producers and the Sales team on new business and changes to existing accounts

Respond to carrier underwriting requests and documentation needs in a timely and accurate manner

Maintain clear documentation of client interactions and policy activity within agency systems

Qualification

Property & Casualty licenseAMS360 experienceCustomer service experienceInsurance knowledgeVerbal communicationWritten communicationOrganizational abilityTeam collaborationSelf-motivation