Al Bourdeau Insurance Agency is looking for a talented and dedicated individual to join our team as a Rating Support.
At Al Bourdeau Insurance Agency, we are committed to providing exceptional service to our clients, and as a Rating Support, you will play a crucial role in achieving this goal. Your primary responsibility will be to provide support to our sales team by assisting with rating and underwriting tasks. This includes gathering and verifying customer information, inputting data into our systems, and ensuring accuracy in the rating process.
To be successful in this role, you should have a keen attention to detail, strong organizational skills, and the ability to work independently. Additionally, good communication skills and a positive attitude are essential for collaborating effectively with our sales team.
If you thrive in a fast-paced environment, enjoy working with numbers, and have a passion for providing excellent customer service, we would love to hear from you. Join Al Bourdeau Insurance Agency and embark on a rewarding career in the insurance industry.
Annual Base Salary + Commission + Bonus Opportunities
In-Office Work Bonus
Charity Events
Casual Dress
Family-Focused Agency
Employee Pot-Lucks
Employee Meet-Ups
Paid Holidays
Office Coffee
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Casual Dress
Paid Holidays
In-Office Work Bonus
Charity Events
Family-Focused Agency
Review and process insurance policy applications to ensure accurate completion and compliance with company guidelines.
Perform data entry and verification to support insurance rating processes.
Collaborate with the sales team to gather necessary client information for rating assessments.
Assist in maintaining accurate records and documentation related to policies and rating processes.
Stay updated on industry regulations and best practices to ensure compliance.
MI Producer License
Applicants are expected to progress into insurance sales.
High School Diploma
Comfortable accessing the Internet and various web sites
Read LessJoin Al Bourdeau Insurance Agency, a highly reputable insurance agency located in Fort Gratiot, Michigan. We are seeking a motivated and skilled Personal Lines Account Manager to join our team.
As a Personal Lines Account Manager, you will be responsible for building relationships with clients, providing exceptional customer service, and managing all aspects of their personal insurance needs. You will have the opportunity to use your expertise to assess clients' risks and recommend suitable insurance coverage.
If you are passionate about the insurance industry, have excellent interpersonal skills, and are excited about the opportunity to work in a supportive and collaborative environment, Al Bourdeau Insurance Agency is the place for you! Apply now and join our team of dedicated professionals.
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Office Keurig Coffee
Office Potlucks
Employee Meet-Ups
Community Involvement
Manage client accounts by providing personalized service and support.
Assess client insurance needs and recommend appropriate coverage options.
Create and maintain accurate client records and policy documents.
Respond to client inquiries and resolve any issues or concerns in a timely manner.
Build and maintain strong relationships with clients, ensuring their satisfaction and loyalty.
Sales: Applicants are expected to eventually progress into insurance sales.
Experience: Previous experience in personal lines insurance or account management preferred.
Product Knowledge: Familiarity with various personal lines insurance products and coverage options preferred.
Customer Service Skills: Excellent communication and interpersonal skills to provide top-notch service to clients.
Organizational Skills: Ability to manage multiple client accounts, prioritize tasks, and meet deadlines.
Technology Proficiency: Experience with insurance agency management systems and Microsoft Office suite preferred.
Read LessJoin Al Bourdeau Insurance Agency, a reputable insurance agency with a rich history, seeking a talented Personal Lines Producer to join our dedicated team. At Al Bourdeau Insurance Agency, we take pride in our personalized service and commitment to building strong relationships with our clients. As a team member, you will be instrumental in providing exceptional service by customizing insurance solutions to meet our client's unique needs. This role offers a dynamic environment where your contributions are recognized and rewarded.
If you are passionate about helping others, enjoy being part of a supportive team, and thrive in a fast-paced, client-focused environment, we welcome you to apply for this exciting opportunity at Al Bourdeau Insurance Agency.
Annual Base Salary + Commission
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Office Keurig Coffee
Office Potlucks
Employee Meet-Ups
Community Involvement
Community Volunteering
Client Engagement: Establish rapport with clients, assess their insurance requirements, and offer tailored insurance solutions.
Inbound Inquiries: Manage incoming inquiries effectively, address client concerns, and propose appropriate insurance products.
Policy Development: Design comprehensive insurance plans that align with the unique needs and preferences of each client.
Cross-Selling Opportunities: Identify opportunities to expand client coverage by recommending additional insurance products.
Relationship Building: Nurture strong relationships with clients to ensure satisfaction and loyalty.
Professional Development: Stay informed about industry developments and updates to provide accurate advice and recommendations.
Licensing: Michigan Property & Casualty Insurance License preferred.
Experience: Previous experience in insurance sales or a related field is beneficial.
Communication Skills: Excellent verbal and written communication skills.
Customer Focus: Dedication to meeting and exceeding client expectations.
Team Player: Strong collaborative skills, able to work effectively within a team.
Tech Proficiency: Familiarity with CRM software and communication tools is beneficial.
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