Job Description

Job Title: Commercial Lines Customer Service Representative

Department/Agency: Lyman & Sheets Insurance Agency

Location: Lansing, MI 48912

About Us:

The Lyman & Sheets Insurance Agency provides a broad choice of insurance products to clients in all 50 states and abroad. For more than a century, our consultants have helped clients prepare for the unexpected, with the right types of products including business insurance, personal insurance, risk management and employee benefits.

As a long-standing, expanding insurance agency, Lyman & Sheets provides exciting opportunities for individuals who share our values of quality customer service and personal integrity. As our business grows, we need to add outstanding, energetic employees to our team.

Job Summary:

Provide support to Commercial Lines Account Managers on assigned accounts. Support Producer(s) and Account Managers in writing new business and retaining renewals.

Responsibilities:

• Perform daily service on assigned task by Account Manager or Operations Manager with the agency’s written procedures including, but not limited to:
  • Account transactions including ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
  • Respond to client inquiries, incoming mail, and company request needs on a timely basis.
  • Collect renewal data on assigned accounts.
  • Review new/renewal policies and endorsements to insure items were received as ordered.
  • Maintain accuracy of client data in agency management system (Applied Systems)
  • Document all activities in agency management system (Applied Systems)
  • Understand and utilize upload, download and interface technology
• Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
• Keeping Producers and Account Managers informed of all important activities on their accounts including being sensitive to potential problems and informing management
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
• Maintain knowledge of current underwriting requirements of contracted insurance carriers
• Maintain knowledge of policy provisions and any changes in these provisions
• Complete other functions and assignments as assigned including back-up duties.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

• Active Michigan Property & Casualty Resident Producer License or ability to obtain one within 60 days of hire date
• Strong organizational skills- ability to discern priority and initiative
• Computer skills, specifically Applied TAM, Microsoft Word, Outlook and Excel
• Excellent verbal and written communication skills as well as strong interpersonal skills
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form

Education/Experience:

• High School diploma required
• Associate Degree or higher preferred

Benefits:

Lyman & Sheets provides a competitive wage and comprehensive benefit package including excellent health and dental coverage, vision, 401K plan, profit sharing, life and disability insurance, paid vacation and holiday time, etc., plus a team-oriented work environment.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Acrisure’s Human Resources Talent Department.

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