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Allen Harmon Insurance Agency

Company Overview

We are a family-owned Independent Insurance Agency seeking an insurance agent. Founded in 1917 in Battle Creek, MI, we have now expanded to open an additional location in Rochester, MI. We service clients in Michigan, Illinois, and Indiana.

Job Summary

Agent will service personal and commercial insurance business via direct (inbound) telephone and internet contact with current and new customers. Also provides counseling regarding insurance needs and product availability. The agent will assist our team by selling insurance to new customers, account retention, customer service, and other duties as assigned.

Responsibilities and Duties

  1. Provide first level customer service for all customers

. Respond to all questions and provides service in accordance with established procedures and best practices. Perform outbound calls and follow-up work as required to process customer requests.

  1. Manage internal and external relationships

. Communication involves persuasion and negotiation, as applicable. Seek ways of improving client service.

  1. Answer questions

and provide explanations regarding service requests and coverage for policies, limits and deductibles considering customer needs as well as company guidelines. Issue policies, process changes, reinstatements and cancellations for all types of policies; provides quotation and binds coverage.

  1. Handle agent and policyholder correspondence and related paperwork

. Maintain proper documentation, as required by the agency and companies. Follow up for necessary documents and payments in order to process customer requests.

  1. Maintain a consistent quality and quantity of work at prescribed standards

. Identify and prioritize own work according to prescribed standards.

  1. Maintain working knowledge of insurance industry

concepts and standards, all processing systems, pricing guidelines and eligibility, and team concepts. 

Qualifications and Skills

  • Active P&C License. Preferred to have active health license.
  • Three years related work experience. Prefer exposure to insurance agency and call center environment. 
  • Command of verbal and written communication skills to interact with other agents, customer service representatives, policyholders, managers, third parties and other departments via the telephone or email system on a constant basis. 
  • Ability to operate personal computer and related processing systems, calculator and other business equipment.
  • Ability to understand and communicate technical insurance information to internal/external customers. 
  • Strong interpersonal and multi-tasking skills.

Benefits and Perks

  • Agents are compensated on a commission based package, with unrestricted salary based on sales.
  • Health care, paid time off, retirement savings plans, and professional development.
  • Monthly sales gift card drawings, company paid trips incentives, and a family business work environment.

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