Property & Casualty Customer Service Representative

Job Title: Property and Casualty Customer Service Representative
FLSA Status: Non-Exempt
Agency: Insurance Circle
Reports To: Manager of Retail Operations
Work Location: In-Office
Work Schedule: Monday through Friday, 8:30 a.m.

to 5:00 p.m.

Insurance Circle Agency, an independent insurance agency proudly operating as part of part of the Sequel Insurance Agencies family, has an exciting opportunity for a Property and Casualty Customer Service Representative.

As a Sequel affiliated agency, we combine the personalized, relationship-driven service of a local agency with the resources, collaborations, and growth opportunities of a larger organization.

The Property and Casualty Customer Service Representative supports personal lines clients within Insurance Circle’s retail insurance operations in the mid-Michigan area.

This role is responsible for delivering high-quality service through virtual interactions, telephone communication, and in-person assistance for walk-in customers.

The position requires a Michigan Property and Casualty license, prior experience in an independent agency environment, strong communication skills, and a solid understanding of personal lines insurance products and policy servicing.

Key Responsibilities:


* Provide responsive, high-quality customer service to clients through virtual interactions, telephone support, and in-person assistance for walk-in traffic.


* Answer policy-related questions, explain coverage details, and assist customers with servicing needs in a clear, professional, and timely manner.


* Learn and maintain a strong understanding of company insurance products, carrier guidelines, and personal lines coverage options.


* Navigate insurance carrier websites and internal systems to process policy changes, obtain information, and support customer requests.


* Identify opportunities to offer new or additional insurance products that align with customer needs.


* Respond to customer inquiries, assess needs, and recommend appropriate solutions or next steps.


* Assist customers with claims questions, billing concerns, and payment-related issues, escalating matters when appropriate.


* Document client conversations thoroughly, including inquiries, requested changes, recommendations, and action steps taken, within the agency management system.


* Prepare and send newsletters, mail, and other customer correspondence as needed.


* Build and maintain strong client relationships by delivering consistent, courteous, and knowledgeable service across all communication channels.


* Manage multiple customer interactions throughout the day while maintaining accuracy, organization, and attention to detail in a fast-paced agency environment.

Qualifications & Skills:



* Property & Casualty License in Michigan


* At least 3 years of previous experience working as a customer service representative in Property and Casualty Insurance.


* In-depth knowledge of personal...